Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

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DoninGA

Level 15

The Home & Business desktop edition does Not support a Form 1041 regardless of which OS you are using.

To complete and file a Form 1041 you would need the TurboTax Business edition which is a separate program. However, the Business Edition can only be installed on a Windows based computer, not on a Mac or online.

You will need to contact TurboTax support to see if you can get a refund for the upgrade to the Home & Business edition which you do not need.

Use the key words Billing Issue when contacting TurboTax support.

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Texas Roger

Level 15

@DoninGA

Did you mean to say that the Home and Business desktop edition does NOT support a form 1041regardless of which OS you are using?

DoninGA

Level 15

@Texas Roger Yes, thank you. It has been corrected.

Hal_Al

Level 15

Q. Can I accomplish this without a further waste of money?

A. No.

Home and Business is still personal return software. It cannot be used to do a trust return (Form 1041). You need TT Business, which is only available for windows.

https://turbotax.intuit.com/small-business-taxes/cd-download/

Anonymous_

Level 15

Can I accomplish this without a further waste of money?

No, if you need to prepare and file a 1041 for a trust, you need TurboTax Business which must be installed and run in a Windows environment.