Question

Need to file a 1041 successor trust return

Forum|Forum|6 years ago
February 28, 2020
1 reply
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what program do I need?

If you need to file a Form 1041 for a trust, then you need TurboTax Business (link below). Note that TurboTax Business must be installed and run in a Windows environment and is not available online nor is there a Mac version. Further, TurboTax Business does not have the capability to prepare an individual income tax return, so you will need a separate product for your personal income tax return.

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

Note that if you have never prepared an income tax return for a trust or estate and/or are completely unfamiliar with trust accounting principles, you might want to seek professional guidance.