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New Member
posted Mar 12, 2024 7:55:12 PM

My step father passed in 2021. We submitted his final T1 return that year, but he tax file was converted to a trust. Can I use TurboTax for Trust return?

There was an estate in excess of 200k, so the CRA file was converted to a Trust - we need to file returns for 2022-2023

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Moderator
Mar 13, 2024 10:08:08 AM

I'm sorry to hear of your loss.

 

I am sorry to hear of your loss. Unfortunately, there is no version of TurboTax that can be used to prepare a T3 Trust Income Tax and Information Return. However, Intuit offers another product called Profile OnePay that can do T3 returns. You can read more about it here: http://profile.intuit.ca/professional-tax-software/profile-onepay.jsp

 

Please note that if you use Profile OnePay, you’ll have to mail in your return. Profile doesn’t use NEFTILE to send returns online, it uses EFILE. EFILE is meant for tax professionals and requires an EFILE account.