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UNUSUAL QUESTION, MY MOM PASSED DEC 31 2022, THE HOUSE SOLD SEPT 2023 AND PROBATE CLOSED OCTOBER 2024.I CANNOT GET TURBO TAX ESTATES TO ACCEPT THE DATES, I TRIED 22/23?

MANY THANKS, FROM WASHINGTON STATE
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AmyC
Employee Tax Expert

UNUSUAL QUESTION, MY MOM PASSED DEC 31 2022, THE HOUSE SOLD SEPT 2023 AND PROBATE CLOSED OCTOBER 2024.I CANNOT GET TURBO TAX ESTATES TO ACCEPT THE DATES, I TRIED 22/23?

The estate was opened in 2023 and the house sold in 2023 so all of that was reported on 2023 return, 

Probate closed 2024 and you are filing a final estate return with any k-1s for the beneficiaries. 

The program should have held onto the information from 2023 for carryovers.

 

Unless, you failed to file a 2023 return and properly report things. If that is the case, you need to prepare the 2023 first. Once prepared, correct 2024 and you can efile this year's return while mailing last year's.

You can contact support if you need help purchasing the software,

Otherwise, please reply with more information because you don't mention any other dates.

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