Get your taxes done using TurboTax

Have no idea who you spoke with, but they are mistaken.  You cannot complete a Form 1041 for Estates and Trusts using the TurboTax Home & Business edition.  The Home & Business edition can only be used for a personal tax return, Form 1040 and it can also accept a Schedule K-1 from the Trust.

 

Go to this TurboTax website for the Business Edition which has to be used to complete and file a Form 1031 and used to create a Schedule K-1 - https://turbotax.intuit.com/small-business-taxes/cd-download/

 

The Business Edition for desktop computer can only be installed on a Windows based personal computer.