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Get your taxes done using TurboTax
Thanks for the information. There was a Schedule K1 on my late mother's returns, I believe that is why I had the Desktop Home & Business edition, so I will presume I need at least that product level to file her 2023 returns.
It's too bad TurboTax doesn't support the Form 709 Gift Tax Return. I will do the Gift Tax Return on my own - I've done so for the past 3 years.
And for doing a Trust Return, since I don't have a Windows machine, does TT Business have a web-based offering I could use? If not, that's pretty much three strikes so I might as well find a competitor's computerized offering to do the Trust tax returns. (I don't like to work with the actual paper forms because I like to play with numbers and do what-if scenarios.)
‎December 14, 2023
6:09 AM