topic My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)? in After you file

My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?

moore-ptd-net — Tue, 10 Mar 2026 07:05:52 GMT

I normally used T Tax Home and Business. Will that work for a 1041?

Re: My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?

fanfare — Mon, 14 Nov 2022 00:08:56 GMT

depending on the size of her estate, an estate tax return may not be necessary.

@moore-ptd-net

If it is, it is filed next year.

Re: My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?

VolvoGirl — Mon, 14 Nov 2022 00:50:48 GMT

You will also need Turbo Tax Business.

The small business program (TT Business) is for 1120 Corporation, 1120S Corp, 1065 Partnership or 1041 Estate/Trust returns and will not do your personal 1040 return. It is a separate program from the Desktop Home & Business program or the Online Self Employed version.

Turbo Tax Business is not available to do online or on a Mac. You can buy the Window's version here. And you can have both TT Business and TT Home & Business (or any personal version) installed on your computer at the same time.

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

Desktop Windows System Requirements

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-windows-software/00/26175

Re: My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?

VolvoGirl — Mon, 14 Nov 2022 00:53:16 GMT

You might need to upgrade your computer. 2022 Desktop System Requirements

TurboTax CD/Download 2022-2023 System Requirements