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New Member
posted Jun 6, 2019 10:59:48 AM

How do I start the Estate and Trust return with Intuit CD copy of TurboTax Business 2017, only letting me create individual return ?

I already prepared an individual return, but now want to do a Tax Return for Estates and Trusts (which is why I purchased the CD copy of TurboTax Home and Business

0 4 1090
1 Best answer
Level 15
Jun 6, 2019 10:59:54 AM

You need Turbo Tax Business.
TT Business is for 1120 Corporation, 1120S Corp, 1065 Partnership or 1041 Estate/Trust returns and will not do your personal 1040 return.   It  is a separate program from the Desktop Home & Business program or the Online Self Employed version.

Home & Business (or Self Employed)  is for personal returns that include a schedule C for self employment or sole proprietor. A single owner LLC would be reported on Schedule C unless the LLC elected to be treated as an S corp or C corp.

You will get a schedule K-1 (or a W2) from the business return to manually enter into your personal 1040 return.

Turbo Tax Business  is not available to do online or on a Mac.  You can buy the Window's (Win 7 or newer) version here.  And you can have both TT Business and TT Home & Business (or any personal version) installed on  your computer at the same time.
https://turbotax.intuit.com/small-business-taxes

4 Replies
Alumni
Jun 6, 2019 10:59:49 AM

You need TurboTax Business, not Home & Business for an Estate or Trust return.

Alumni
Jun 6, 2019 10:59:51 AM
New Member
Jun 6, 2019 10:59:52 AM

My assumption (which seems to be incorrect) was that Turbo Tax Home and Business would work..  Guess I wasted my money on the Turbo Tax Home and Business and need to purchase Turbo Tax Business.

Level 15
Jun 6, 2019 10:59:54 AM

You need Turbo Tax Business.
TT Business is for 1120 Corporation, 1120S Corp, 1065 Partnership or 1041 Estate/Trust returns and will not do your personal 1040 return.   It  is a separate program from the Desktop Home & Business program or the Online Self Employed version.

Home & Business (or Self Employed)  is for personal returns that include a schedule C for self employment or sole proprietor. A single owner LLC would be reported on Schedule C unless the LLC elected to be treated as an S corp or C corp.

You will get a schedule K-1 (or a W2) from the business return to manually enter into your personal 1040 return.

Turbo Tax Business  is not available to do online or on a Mac.  You can buy the Window's (Win 7 or newer) version here.  And you can have both TT Business and TT Home & Business (or any personal version) installed on  your computer at the same time.
https://turbotax.intuit.com/small-business-taxes