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Level 2
posted Mar 6, 2024 2:55:51 PM

My 2022 1041 Estates and Trusts Tax Return will not transfer to a new 2023 filing. How do I get help?

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4 Replies
Level 15
Mar 6, 2024 3:03:39 PM

Are you using the 2023 edition of TurboTax Business?

Level 2
Mar 6, 2024 3:14:54 PM

Yes, had purchased Premier and then realized I needed to upgrade to Home and Business which appeared to be the only business upgrade option even though the 2022 version was just titled Business.

 

Level 15
Mar 6, 2024 3:17:20 PM

The Home & Business edition is one of the personal editions of TurboTax.  It is Not the Business Edition.

Go to this TurboTax website for the 2023 Business Edition - https://turbotax.intuit.com/small-business-taxes/cd-download/

Level 2
Mar 6, 2024 3:26:44 PM

Very helpful! It worked! Owe you dinner if you ever visit Key West - Thanks!