In the You and Your family section, we have marked the box Passed away before filing this return. We have entered the date passed away as 9/15/2022 but the system is giving us an error that is requiring a passing date in 2023. How do we get beyond this as assets were not fully distributed and income is above $600.00. We have the Turbotax premier version.
Sounds like you need to be doing a 1041 Estate or Trust return, not a personal return for 2023. 2022 should have been a Final personal return for them.
To prepare a 1041 return, you need to buy Turbo Tax Business Desktop program, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
https://turbotax.intuit.com/small-business-taxes/cd-download
Sounds like you need to be doing a 1041 Estate or Trust return, not a personal return for 2023. 2022 should have been a Final personal return for them.
To prepare a 1041 return, you need to buy Turbo Tax Business Desktop program, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
https://turbotax.intuit.com/small-business-taxes/cd-download