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jtactikos
New Member

I have sold my property in Arizona, I was a co-trustee for a property in NY that was sold and I received proceeds. I am trying to choose a service?

Will the Full Service be enough for my complex situation?
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3 Replies

I have sold my property in Arizona, I was a co-trustee for a property in NY that was sold and I received proceeds. I am trying to choose a service?

Most likely, but you might want to contact Support for verification.

 

What is the TurboTax phone number? (intuit.com)

Carl
Level 15

I have sold my property in Arizona, I was a co-trustee for a property in NY that was sold and I received proceeds. I am trying to choose a service?

What are you calling "full service"? I local CPA provides full service, without question. TurboTax is a DIY tax preparation program. As a co-trustee of some type of trust (there are many) I would expect a 1041 would need to be filed. For that, you would need TurboTax Business (not the same as Home & Business.) TurboTax Business is available as a CD product for the Windows operating system only. It's not available on line or for MACs. Just understand that it's the tax filer (not TurboTax) that prepares and files the 1041. The tax filer also as to print and issue any applicable K-1's or other tax reporting documents generated from the 1041, if required.

Now one can ask questions and get support for the program, in this forum or by contacting TTX support directly. But for the latter you can expect extremely long hold times during tax filing season.

 

I have sold my property in Arizona, I was a co-trustee for a property in NY that was sold and I received proceeds. I am trying to choose a service?


@Carl wrote:

What are you calling "full service"?


The link below is to Full Service.

 

https://turbotax.intuit.com/personal-taxes/online/live/full-service

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