“Does this Premium version handle filing for an estate trust and its IRA distributions?”

1-2 of 2 Answers

• Absolutely — yes, the Premium version does support filing for an estate/trust return and reporting its IRA distributions. You’ll be able to enter the estate or trust information, include the related IRA distributions, and complete the necessary steps all within the Premium experience. I understand these types of filings can feel a bit complex, especially when dealing with estate matters, so I’m glad you reached out to confirm. You’ll be supported every step of the way. Thanks for choosing H&R Block — where we help you navigate life’s twists and taxes with clarity, care, and a little extra confidence.

  Answered by H&R Block 4 months ago

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• No It does not handle filing for estate trust. I asked and was told it does per the other answer but NO the Download only includes personal tax filing...very disapointing...

  Answered by NoTrusts 3 months ago

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