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Level 1
June 6, 2019
Question

Form 1041 for estate

  • June 6, 2019
  • 2 replies
  • 14 views

I need to file both a 1040 and 1041 for tax year for my deceased parent.

I purchased TurboTax Home & Business.  I don't see form 1041 in TurboTax Home & Business.  On line, TurboTax has TurboTax Business to complete estate taxes ??  Do I need the TurboTax Business product -and can I upgrade online?

2 replies

Level 8
June 6, 2019

TurboTax Home & Business can file a personal 1040.

TurboTax Business is required to file Form 1041 and is available as a separate downloadable program or a CD. Click here to order.

In order to file a personal return, and a business return, both versions of TurboTax are required.

An upgrade from Home & Business to Business is not possible but, you can request a credit for the right one if you ordered the wrong one mistakenly, as described below:

https://ttlc.intuit.com/replies/4822688

fanfare
Level 15
June 6, 2019
You will need both programs so don't ask for a refund.