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Returning Member
posted Apr 13, 2025 10:57:45 AM

upgrade from Deluxe to Business Turbotax 2024 on Mac

I have. 2024 Deluxe desktop and need Business for estate filings. How can I upgrade, and what is the cost?

 

The Help postings said to find Upgrade link on Help website, but I did not see it.

 

 

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6 Replies
Level 15
Apr 13, 2025 11:05:51 AM

The Business Edition can only be purchased and downloaded to a Windows based personal computer, not on a Mac.  

 

There is an online Business Edition which is not OS dependent.  However, it cannot be used for Estates and Trusts.

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

Returning Member
Apr 13, 2025 11:40:07 AM

Thanks. I need to file IRS Form 1041 for my mom's estate. What Turbotax product can I use on a Mac -- the Business edition?

 

My mom died last October 2024 but IRS and CA appear to allow 9 months after time of death to file taxes for the estate. Is this correct, or do I need to file an extension by 4/15/25?

Level 15
Apr 13, 2025 11:50:47 AM

@yolotom TurboTax does not have a Business Edition which will run on a Mac.  My only suggestions would be to get the Parallels application for your Mac to run a Windows program.  Or use the IRS Form 1041 and Instructions to complete the 1041 by hand - https://www.irs.gov/payments/online-payment-agreement-application  Or seek out a local tax professional to assist you with completing the Form 1041 for the estate.

Returning Member
Apr 13, 2025 11:50:57 AM

correction: I see that online Business edition is available, but not clear if it will do IRS 1041 for estate.

 

Returning Member
Apr 13, 2025 11:53:30 AM

thx. Our messages crossed paths. I will check out those options you suggest.

So far, the 1041 instructions are a bit confusing.

 

Level 15
Apr 13, 2025 11:54:19 AM


@yolotom wrote:

correction: I see that online Business edition is available, but not clear if it will do IRS 1041 for estate.

 


No.  The Business Online edition cannot be used for Estates and Trusts.

 

Here is the TurboTax link for the Business Edition software download for tax year 2024 - https://turbotax.intuit.com/small-business-taxes/cd-download/