Inheritance Estate tax filing

[timedmonds]

How do I file the Estate tax return for my deceased mother?  Forms, report portion to the siblings??  

[ErnieS0]

File Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, for your deceased mother's estate.

TurboTax does not support this form. The rules for estates can be complex. Consider having a tax lawyer or other tax professional prepare this form for you.

You may also have to file Form 1041, U.S Income Tax Return for Estates and Trusts to report any income earned by the estate. Form 706 deals with the estate's assets. You can prepare Form 1041 with TurboTax Business. Each beneficiary will receive a Schedule K-1 listing their share of income earned by the estate, for example, from the sale of a parent's home.

This can also be a complicated form to do by yourself.

I'm sorry for your loss.

Learn more:

About Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return

About Form 1041, U.S. Income Tax Return for Estates and Trusts

[timedmonds]

Thank you for the response, so it is a little more to the Estate filing than I thought.  I wasted money on the Business edition since I usually only need the Premium edition.  

[ChondelLO]

Please contact Customer Support for a refund. @timedmonds

How do I contact TurboTax? - Intuit