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March 30, 2024
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Turbo Tax entering year someone passed before 2023

  • March 30, 2024
  • 1 reply
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In the You and Your family section, we have marked the box Passed away before filing this return.  We have entered the date passed away as 9/15/2022 but the system is giving us an error that is requiring a passing date in 2023.  How do we get beyond this as assets were not fully distributed and income is above $600.00.  We have the Turbotax premier version.

    Best answer by VolvoGirl

    Sounds like you need to be doing a 1041  Estate or Trust return, not a personal return for 2023.  2022 should have been a Final personal return for them.  

     

    To prepare a 1041 return, you need to buy Turbo Tax Business Desktop program, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
    https://turbotax.intuit.com/small-business-taxes/cd-download

     

     

     

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    March 30, 2024

    Sounds like you need to be doing a 1041  Estate or Trust return, not a personal return for 2023.  2022 should have been a Final personal return for them.  

     

    To prepare a 1041 return, you need to buy Turbo Tax Business Desktop program, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
    https://turbotax.intuit.com/small-business-taxes/cd-download