turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Estate Filing

My brother passed 2 years ago in 2022, I filed his taxes in 2023 for his 2022 SSA and disability, He had no taxes owed or due. $0.00. In 2023 he received no forms or income. So I didn't file anything in 2024. In 2024 he received a 1099-R and 1099-S for the sale of his home. He received 1/3 from the sale and took a loss. I entered all his current form in TurboTax (1040) an I was informed that I need to file a 1041 for Estate. How I convert or start a new form 1041. I paid for Tax assistance and was told I needed to purchase Home & Business, paid the extra and still cannot start a 1041 return.

Any assistance would be appreciated

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Estate Filing

Sorry 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 program here…..

TurboTax® Business Desktop 2023-2024 | Tax Software Download

 

Here are the system requirements to install Turbo Tax for Windows…..

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question