Skip to main content
Level 1
January 11, 2024
Question

Form 1041

  • January 11, 2024
  • 2 replies
  • 2 views

I bought Home and Business thinking I could prepare a Form 1041 for my mother's estate. How do I access the Form 1041 forms?

    2 replies

    Level 15
    January 11, 2024

    Sorry----you need TurboTax Business to prepare an estate return.  That is a different software version -- it can only be used on a Windows computer.

     

    The Home and Business you purchased can be used for an individual income tax return but not to prepare an estate return.

     

    https://turbotax.intuit.com/small-business-taxes/

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    VolvoGirl
    Level 15
    January 12, 2024

    The link posted above is for the LIVE Assisted or LIVE Full Service Business which is separate from the Desktop installed Business program. It is not for 1041 Trust/Estate returns. 

     

    You need the stand alone do it yourself Business CD/Download program for Windows here (it is not available to do online or for Mac). There are 2 ways to buy it. If you want a CD you need to pick the Advantage Plan in the left box.
    https://turbotax.intuit.com/small-business-taxes/cd-download