Need personal and estate/trust capability

Forum|Forum|2 years ago
April 8, 2024
1 reply
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I understand that two different editions of TurboTax desktop software cannot be installed for the same year at the same time.

I need to do personal filings (with investments) as well as filings for two trusts. I see that TurboTax Business is needed for trusts, but it's not obvious that Business can also do personal filings. I have used Premier for years for personal filings because I have investments.

What combination of desktop software and/or sequence of uninstalling/installing do I need to do to produce both personal and trust returns?

TurboTax Business Windows

Best answer by VolvoGirl

You need the Turbo Tax Business Desktop program. It is a separate program from Home & Business. It is not available to do online or on a Mac. And it will not do your personal 1040 return. You can have both Turbo Tax Business and a personal version (like Home & Business) installed at the same time.

You can buy the Window's version here…..

TurboTax® Business Desktop 2023-2024 | Tax Software Download

VolvoGirlAnswer

Employee

You can buy the Window's version here…..

TurboTax® Business Desktop 2023-2024 | Tax Software Download

j95219Author

I am not using Home & Business. I have Premier, and I just purchased Business.

My question is whether Business can also do personal returns, or if I must do some uninstall/install sequence for the two editions to be able to accomplish what I need on a single computer.