Re: Which TurboTax Product do I need?
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Level 3

Which TurboTax Product do I need?

I need to file a return for my late father. Is this called an estate return? If so, what TurboTax product can handle an estate return.

1 Reply
Level 15

Which TurboTax Product do I need?

Typically,  a final, but regular, individual income tax return (e.g., Form 1040) is filed for a decedent by the personal representative. 

 

See https://www.irs.gov/publications/p559#en_US_2017_publink100099499

 

 

An estate income tax return (Form 1041) is required to be filed if the estate has gross income for the tax year of $600 or more, or a beneficiary who is a nonresident alien.

 

See https://www.irs.gov/instructions/i1041#idm140376256513872

 

 

 

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