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Which Turbo Tax do I need to file personal returns PLUS a return for an Irrevocable Trust?

 
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DDollar
Expert Alumni

Which Turbo Tax do I need to file personal returns PLUS a return for an Irrevocable Trust?

To file a return for an Irrevocable Trust (Form 1041) you will need TurboTax Business.  This is only available as a desktop program.  For more information and to purchase a download or order a CD, see: TurboTax Business

For your personal returns, you have the option of using TurboTax Online or TurboTax Desktop.  The particular version you need to use will depend upon multiple factors.  To compare versions, click on the following links:




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3 Replies
DDollar
Expert Alumni

Which Turbo Tax do I need to file personal returns PLUS a return for an Irrevocable Trust?

To file a return for an Irrevocable Trust (Form 1041) you will need TurboTax Business.  This is only available as a desktop program.  For more information and to purchase a download or order a CD, see: TurboTax Business

For your personal returns, you have the option of using TurboTax Online or TurboTax Desktop.  The particular version you need to use will depend upon multiple factors.  To compare versions, click on the following links:




Which Turbo Tax do I need to file personal returns PLUS a return for an Irrevocable Trust?

And Business for the 1041 only runs an a Windows computer.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
DDollar
Expert Alumni

Which Turbo Tax do I need to file personal returns PLUS a return for an Irrevocable Trust?

Good info to include!
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