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Returning Member
posted Aug 22, 2025 2:26:44 PM

what Turbotox version do I need for estate tax on a Mac? I tried upgrading from Deluxe to Business, but can't find the download.

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7 Replies
Level 15
Aug 22, 2025 2:32:29 PM

Sorry you can not use a Mac.   The Turbo Tax Business program is only available for Windows, not for Mac and not Online.   And you can’t upgrade from a personal version like Deluxe to Business.  Turbo Tax Business and Turbo Tax Home & Business are not the same.  Home & Business is for personal 1040 returns that need Schedule C for self employment income.  

 

If you already bought the separate Business Windows program ask for a refund.  Or maybe find a Windows computer you can install it on.   How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

Level 15
Aug 22, 2025 2:43:28 PM

You asked about "estate tax." Are you trying to file a Form 706 estate tax return, or a Form 1041 income tax return for an estate? There is no version of TurboTax for a Form 706 estate tax return. TurboTax Business can be used for a Form 1041 income tax return for an estate.


TurboTax Business is not the same as TurboTax Home & Business.

 

Returning Member
Aug 22, 2025 4:21:13 PM

Form 1041. It appears TT Business won't do this form on a Mac. Is there another TT/Mac product that will?

 

Level 15
Aug 22, 2025 4:26:29 PM

Sorry no.   The Business program is only for Windows computers.  

Returning Member
Aug 22, 2025 4:40:11 PM

Would TT please warn customers first?? Now I have to get a refund for the TT upgrade

Level 15
Aug 22, 2025 5:08:01 PM

When you clicked on the Buy Now button didn't you see this screen?   Oh, and the Online offerings they have are only for business returns, not trusts and estates.  Did you click on the PC/Windows button?  

 

 

Level 15
Aug 22, 2025 5:46:18 PM

Also I'm wondering if you just upgraded your Deluxe to the Home & Business program?  How did you buy the Business?  Did you upgrade inside the Deluxe program?    For how much?  If you upgraded Deluxe to H&B you don't need to download anything.  It should automatically open the extra features to your program and say Home & Business at the top.  But the H&B program won't do Estates and Trusts.