Thank you. I regrettably assumed Home and Business was what I needed, not a separate Business CD. And I'm not paying for an even more expensive version. I found a fillable form on the IRS site. My bad.
However, I only used to standard deduction for his final tax return. While most refunds and 1099-G is reportable, another Turbo Tax forum reply says:
It is not necessary to report the amounts if, in the previous year, you:
- did not benefit from deducting state income tax, or
- took the standard deduction instead of itemizing your deduction
Will include all legal expenses, though, and appreciate the input
