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February 22, 2025
Question

I previously filed taxes for my mom. She died and now i have a Trust tax to fill out for IRS. Turbo Tax offers no way to change from last year's 1040 to this year's 1041.

  • February 22, 2025
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    1 reply

    Employee
    February 22, 2025

    You cannot use "regular" TurboTax for an estate or trust return.  You need TurboTax Business, which can only be used on Windows.

     

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

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**