Another "twist" in this journey;
Home and Business and Business are on different platforms, so I was told I could not "upgrade". The "help" gal tried unsuccessfully (as I had tried) to find an "upgrade" path from H&B and eventually found that they are not compatible.
I purchased the Business to complete the 1041 Estate filing and found it very intuitive and helpful as it both files the 1041 AND provides the K-1 forms and the letter to beneficiaries to make it all a neat package.
From an Estate filing perspective, well worth the extra $$'s, but now having two separate tax filing platforms can be a bit confusing - short cut icon is the same! This being the only year with these issues - it's OK!
One additional question. When asked about distributions to the beneficiaries, I chose to include any disbursements that was related directly to the iBond amounts (used the total iBond, less expenses and divided equally to the two beneficiaries). There was no "help" pop ups, and the 1041 tax ($0) and the K-1 tax consequence did not seem to matter anyway as long the beneficiary disbursements were larger than the interest income.
Appears I'm done!
