I purchased TurboTax for Home and Business. I have a small business with simple returns.
I have been a Co-Trustee of a Trust. This month I became the Trustee as my Co-Trustee passed in January, 2025.
I find I am responsible for the 2024 1041 U.S. Income Tax Return for Estates and Trusts.
I have a 1099-B from the financial company that is managing the Trust. There is little to no tax due.
Can I use the TurboTax for Home and Business software for this Trust, or must I purchase an additional software?
Does Intuit have an appropriate Software?
I have a hard copy of the 2023 1041 for this Trust, prepared by my former Co-Trustee's CPA.
Should I expect the former CPA to send me the electronic copy of the 2023 1041 for import of relevant data?
