topic I called Turbo Tax customer service to figure out what version I needed to file 1041 Estate taxes and was advised to purchase Home & Buiness. in Get your taxes done using TurboTax

I called Turbo Tax customer service to figure out what version I needed to file 1041 Estate taxes and was advised to purchase Home & Buiness.

brian-d-brinkman83 — Thu, 19 Feb 2026 01:30:05 GMT

From what I can tell there is no 1041 option in the version I have and I dont know how to proceed from here.

Re: I called Turbo Tax customer service to figure out what version I needed to file 1041 Estate taxes and was advised to purchase Home & Buiness.

xmasbaby0 — Thu, 19 Feb 2026 01:36:32 GMT

Sorry---that was either a misunderstanding or you got incorrect advice. To prepare a return for an estate you need TurboTax Business. TT Business runs on a Windows PC.

TURBOTAX BUSINESS DO IT YOURSELF

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

Re: I called Turbo Tax customer service to figure out what version I needed to file 1041 Estate taxes and was advised to purchase Home & Buiness.

mesquitebean — Thu, 19 Feb 2026 01:39:50 GMT

Oh, no! Home and Business Edition cannot prepare a Form 1041 estate income tax return. It is for personal income tax only. The edition to prepare an estate income tax return is the dedicated Business Edition.

You can get a refund for the Home and Business Edition, unless you need it for your personal income tax return. Did you purchase it from TurboTax or elsewhere?

Re: I called Turbo Tax customer service to figure out what version I needed to file 1041 Estate taxes and was advised to purchase Home & Buiness.

VolvoGirl — Thu, 19 Feb 2026 01:38:32 GMT

No. You either misunderstood or they told you wrong. You can enter a K-1 you get from the 1041 Estate return but you can’t prepare it.

You will need Turbo Tax Business for Windows. It is not available to do online or on a Mac. And it will not do your personal 1040 return. You can have both Turbo Tax Business and a personal version (like Home & Business) installed at the same time. Home & Business is for personal returns that need Schedule C for self employment.

You can buy the Window's Business DIY program here…..

TurboTax® Business Desktop 2023-2024 | Tax Software Download

You can still install Turbo Tax Business on Windows 10 or 11.