- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
You appear to be on the right track; income earned and credited prior to death will be reported on the decedent's return while that earned and credited after death will be reported on the 1041.
Hopefully, you are aware that you will need TurboTax Business to prepare a 1041 for a trust and that the product cannot be used to prepare individual income tax returns. Further, TurboTax Business must be installed and run in a Windows environment; there is no Mac or online version.
With respect to TurboTax Deluxe, the desktop version will be fine but you might be better off using Premier for your situation.
Regarding 1099s, you can use QEF and file them online.
‎February 22, 2021
10:03 PM