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Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

 
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5 Replies

Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

The Home & Business desktop edition does Not support a Form 1041 regardless of which OS you are using.

 

To complete and file a Form 1041 you would need the TurboTax Business edition which is a separate program.  However, the Business Edition can only be installed on a Windows based computer, not on a Mac or online.

 

You will need to contact TurboTax support to see if you can get a refund for the upgrade to the Home & Business edition which you do not need.  

 

Use the key words Billing Issue when contacting TurboTax support.


See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number...


Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Hal_Al
Level 15

Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

Q. Can I accomplish this without a further waste of money?

A. No.

 

Home and Business is still personal return software. It cannot be used to do a trust return (Form 1041).  You need TT Business, which is only available for windows. 

 

https://turbotax.intuit.com/small-business-taxes/cd-download/

Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

Can I accomplish this without a further waste of money?

 

No, if you need to prepare and file a 1041 for a trust, you need TurboTax Business which must be installed and run in a Windows environment.

Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

@DoninGA 

Did you mean to say that the Home and Business desktop edition does NOT support a form 1041regardless of which OS you are using?

Upgraded to Home and Business to do a Form 1041 trust return only to find your Mac version will not support this. Can I accomplish this without a further waste of money?

@Texas Roger Yes, thank you.  It has been corrected. 

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