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what version of turbo tax for a Living Trust K1 final tax return?

Forum|Forum|3 years ago
January 5, 2023
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My Mom died in 2021. She had a Living Trust which contained her home. We sold the home and had to wait a year post sale for the pro-rated property tax bill (Calif post-death prop 13 issue). We had a tax return done professionally for 2021 and now are going to have her final Estate return done for 2022 by a CPA.

I've been doing my personal taxes for YEARS using Turbo tax (I buy each year's version via a CD at Costco).

What version of turbo tax (CD) do I need to inlcude the K1 form - that I'm going to get from the tax man - on my PERSONAL return? Thank you for any help you may provide

Best Regards, jd2660

Best answer by DoninGA

If you are using the TurboTax desktop CD/Download editions, any of the editions can be used to enter a Schedule K-1.

DoninGAAnswer

Employee

If you are using the TurboTax desktop CD/Download editions, any of the editions can be used to enter a Schedule K-1.

J

jd2660Author

THANK YOU !!!

J

jd2660Author

I'm looking for the version for my PERSONAL TAX RETURN. ot the Estate Return .. Thanks

DoninGA

Employee

If you will be receiving a Schedule K-1 from a Trust or Estate, the K-1 is entered on your personal tax return. So, as stated, any of the TurboTax desktop CD/Download editions can be used - https://turbotax.intuit.com/personal-taxes/cd-download/