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Question

What Turbo Tax package do I need to file Form 1041?

Forum|Forum|3 years ago
February 25, 2023
1 reply
0 views

I have Turbo Tax Home and Business 2022. It doesn't allow me to import the Estate tax (Form 1041) from last year. Error msg: "You have selected 2021 Estate / Trust (Form 1041) return which will not work with this."

How do I proceed to file thhe Form 1041?

TurboTax Online

You need the Business program which handles Corporations, Partnerships and Estates.

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

Odd advertising from Intuit. The "Home&Business" version handles less than the "Business" version. Who would have guessed.

I suppose another way to extract more $$$ from the customers.

Looks like I should have bought "Home" plus "Business" instead of the assumed to be combined "Home & Business" product.

Go figure.....