Personal Finance (Not Investing) • Special Needs / Complex Trust 663(b) election

If it's TurboTax, try H&R Block, or vice versa.

Thanks. Yeah, it's TaxAct which is all I can access on a MacOS since it's browser based.

I've read TurboTax won't run on Parallels since you need a version for Arm (due to it being Apple Silicon on my machine), but I got the non-business version to do that fine. TurboTax Business doesn't have a trial version and I hesitate to purchase and try.

I'm reasonably sure my interpretation is correct and would just manually select both Qualfied Disability Trust and Complex Trust on the 1041 and mail it in, but the TaxAct warranty only applies if you e-file. So manual submission would void my warranty against any other mistakes they might be making.

Could someone check if TurboTax or H&R Block allows the selection of both Qualfied Disability Trust and Complex Trust on the 1041? Please!

Statistics: Posted by typical.investor — Mon Mar 04, 2024 3:51 pm — Replies 4 — Views 329

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