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    We want you to use the version of TurboTax that best fits your tax situation, but the choice to upgrade – or not – is yours
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  - What is TurboTax Advantage (Automatic Renewal) and How Do I Enroll?
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    To update your account info, click My Account in the upper right corner of any page on turbotax.com.
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- Buying
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  - Entering Your Service Code in TurboTax Online
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Download & Install
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  - Windows Installer and .NET Errors
    Windows Installer, .NET errors, and other issues that can occur when installing or running TurboTax for Windows software
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    After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase
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    How to download through your TurboTax software or from our Online store
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- Downloading
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    After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase
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    How to download through your TurboTax for Windows software or from our Online store
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- Installing
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  - Entering Your Service Code in TurboTax Online
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- Updating TurboTax
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  - Error 42002: Could not connect to the update site
    How to resolve this error when attempting to update
  - How to Update TurboTax State
    Different ways to download the latest state software tax forms, bug fixes, and enhancements
  - Do I have to Buy a New TurboTax Program Annually?
    The answer may surprise you
- Reinstalling
  - Reinstall TurboTax for Windows
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    How to uninstall (or remove) your TurboTax software from a Windows computer
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Getting Started
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  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
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    Ways to retrieve your lost or forgotten TurboTax Online username or password
  - Why Can't I Find My TurboTax Online Return?
    5 reasons why this can happen and what your next steps are
  - Find Your Tax File in Windows
    How to find a tax return file created in TurboTax software for Windows
  - Open Your Tax Return
    How to open your tax return in TurboTax software
  - Transfer Last Year's Tax File
    Transferring your data from last year's tax return file makes tax preparation even easier
- Signing In
  - Forgot your TurboTax login?
    Ways to retrieve your lost or forgotten TurboTax Online username or password
  - TurboTax Online 2011 is No Longer Available
    TurboTax Online shuts down every October in preparation for next year
  - Why Can't I Find My TurboTax Online Return?
    5 reasons why this can happen and what your next steps are
  - TurboTax Online Return Fails to Open
    Troubleshooting tips for timeouts when opening your TurboTax Online return
  - Error: You Haven't Used TurboTax in the Last 20 Minutes
    How to resolve this error after signing in to TurboTax Online
  - Start Over in TurboTax Online
    Clear your TurboTax Online return so you can start from scratch
- Starting TurboTax
  - Open Your Tax Return
    How to open your tax return in TurboTax software
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    Getting your tax file from a flash drive or other portable device onto your computer
  - Error 510 or 544
    Resolve errors 510 or 544 when opening your tax return
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    Resolve error 539 when opening or saving your tax return
- Transferring My Info
  - Transfer Last Year's Tax File
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    If you're having problems transferring your prior-year tax return to TurboTax
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    After transferring, you should verify and if necessary, update or remove data
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    How to transfer your tax return to a different computer
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    How to find a tax return file created in TurboTax software for Windows
  - Find Your Tax File in Mac
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  - TurboTax Online Return Fails to Open
    Troubleshooting tips for timeouts when opening your TurboTax Online return
  - TurboTax Online 2011 is No Longer Available
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Preparing My Taxes
- Top Answers
  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
  - Who is a Dependent?
    If you support relatives or someone who lives with you, they could count as your dependents.
  - I Received a 1099-MISC, Now What?
    TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor.
  - Where to Enter Form 1098 and 1099 Data
    We'll show you where to enter information from Forms 1098 and 1099 in TurboTax.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - Rental Property Income and Expenses
    Understand how to report your rental income and related expenses.
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    Save time and energy by importing your W-2, 1099, and 1098 information.
- Personal Info
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Who is a Dependent?
    If you support relatives or someone who lives with you, they could count as your dependents.
  - Can I Claim This Person as a Dependent?
    View answers to frequently asked questions about claiming dependents.
  - What is My Filing Status?
    Learn which filing status gives you the lowest tax.
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    It's important to be consistent when listing names on a joint return.
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    Get step-by-step directions on how to file your tax returns.
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    See how certain community-property states affect your tax preparation.
- Wages & Income
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - I Received a 1099-MISC, Now What?
    TurboTax walks your through filing your return if you receive a 1099-MISC for work as a contractor or freelancer.
  - Importing From Your Employer or Broker
    Save time and energy by importing your W-2, 1099, and 1098 information.
  - Entering Schedule K-1
    If you received one or more Schedule K-1s, we'll help you enter them.
  - Finding Your Investment Cost Basis
    To accurately report gains or losses on your investments, you'll need the cost basis.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - Rental Property Income and Expenses
    Understand how to report your rental income and related expenses.
- Business Income & Expenses
  - I Received a 1099-MISC, Now What?
    TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor.
  - Do I Have to Pay Self-Employment Tax?
    We calculate how much self-employment tax you'll need to pay.
  - Tax Deductions and Working from Home
    Learn how the home-office deduction works.
  - How to Calculate Estimated Taxes
    Let us determine if you need to pay estimated taxes.
- Deductions & Credits
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - About the Earned Income Credit (EIC)
    What are the rules, and do you qualify?
  - What is the Child and Dependent Care Expense Credit?
    Find out about this credit applies to you.
  - What is the Child Tax Credit?
    TurboTax determines if your child qualifies for the child tax credit.
  - What Are Qualified Education Expenses?
    See which education expenses count toward a tax credit or deduction.
  - What Kind of Charitable Donations Can I Deduct?
    Give smartly if you want to take a deduction for charitable donations.
  - Medical Expenses I Can Deduct
    Understand the ins and outs of claiming deductions for medical expenses.
- Other Tax Situations
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Amend a Return
    We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction.
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    We explain why it's hard for some filers to avoid this tax
  - How to Calculate Estimated Taxes
    Let us determine if you need to pay estimated taxes.
  - Using TurboTax Easy Extension
    TurboTax makes it fast and simple to file an extension.
- Federal Review
  - 2012 Tax Law Changes: We've Got You Covered!
    Don't worry about the 2012 tax law changes- we've got you covered! Despite what you may have heard, you are probably not affected by the 2012 American Taxpayer Relief Act.
  - Why is My Tax Refund Different This Year?
    Here are some common reasons why your taxes could have changed.
  - What is the Alternative Minimum Tax?
    We explain why it's hard for some filers to avoid this tax.
  - Is My Social Security Income Taxable?
    TurboTax calculates whether any or some of your Social Security income will be taxed.
  - Hardship Withdrawal from Your 401(k)
    Unfortunately, you could owe a penalty even if you qualified for a hardship withdrawal.
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    Unemployment is considered taxable income by the federal government, but state rules vary.
- State Taxes
  - Resident, Nonresident, or Part-Year Resident?
    Find out what type of state residency applies to you and your family.
  - Where to enter Form 1098 and 1099 data
    We'll show you where to enter information from Forms 1098 and 1099 in TurboTax.
  - How Do I File More than Two State Returns?
    Learn what to do if you need to file more than three state returns.
  - Entering Schedule K-1
    If you received one or more Schedule K-1s, we'll help you enter them.
  - Find Your State Taxing Agency
    Contact your state tax agency or look up your state tax refund
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    Understand when you need to file more than one state return.
- Wrap-Up
  - What Is Audit Defense?
    Learn how Audit Defense can protect your interests.
  - Using the Audit Risk Meter?
    Get a visual understanding of your audit risk.
  - Where Do I Enter?
    See tips on where to enter your important tax information.
  - Calculate Your Federal Estimated Taxes
    Let us determine if you need to pay estimated taxes.
Printing & Filing
- Top Answers
  - Need More Time? E-file an Extension
    5 minutes now gives you another 6 months to file. And it's free!
  - Correct or Update (Amend) Your Return
    Learn how to correct (amend) a tax return you've already filed.
  - Check Your E-file Status
    Track the progress of your e-filed return
  - Resolve an E-filing Rejection
    What to do if your e-filed return is rejected
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    What to check if your e-filed return isn't going through
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    Usually not, but there are a few situations where you may need to mail in additional paperwork
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    Only if rejected; once accepted, you'll need to amend it
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    Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records
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    What to do if your e-filed return is rejected
  - IRS E-file Rejection Errors
    A list of the most commonly-encountered IRS rejection errors with links to their solutions.
  - Rejections for Social Security Numbers, Birthdates, Names
    The IRS will reject returns that contain incorrect or already-filed Social Security numbers, birthdates, or names.
  - IRS Rejection 0502
    Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records
  - IRS Rejection 0522
    Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records
- File By Mail
  - File a Paper Return by Mail
    If you can't or won't e-file, we'll show you how to file a conventional paper return
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    Find out where to send your completed tax return
  - Do I Need to Mail Anything After E-filing?
    Usually not, but there are a few situations where you may need to mail in additional paperwork
  - Where to Mail Your Filing Extension
    Find out where to send Form 4868
  - Print a Copy for Your Records
    Whether you file electronically or by paper, you should always make a copy of your return for your files
- Payment for Print & File
  - Using Refund Transfer to Pay TurboTax Fees
    Pay for your TurboTax fees by deducting them from your federal tax refund
  - Can I Switch Back to a Lower-Priced TurboTax?
    What to do if you accidentally upgraded to a higher version of TurboTax
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    We do not charge for free versions of TurboTax unless you select additional products or services
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    Here's how to find out what you paid for TurboTax, if you purchased directly from us
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    How to print a review copy of your return before you decide to file it
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    Make a copy of your tax file that can be opened in TurboTax software
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    Make a PDF copy of your tax return that can be opened in Adobe Reader
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    How to print a filing copy of your TurboTax Online tax return
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    Answers to our most frequently-asked questions about prior-year tax returns and prior-year TurboTax software.
  - Resolve Common Printing Issues
    Troubleshooting tips for various printing and printer issues
- Paying My Taxes
  - Options for Paying Your Federal Income Tax
    Different ways to pay the IRS for additional taxes owed
  - Payment Options for State Returns
    Different ways to pay your state tax agency for additional taxes owed
  - Paying Tax Through an Installment Plan
    If you can't pay your entire tax bill, you can make monthly payments to the IRS
  - Calculate Federal Estimated Taxes
    Find out if you need to make estimated tax payments, and when those payments are due
- Refund Card
  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
  - Why is My Refund Different This Year?
    Why your refund may be more or less than what you anticipated
  - Why did my federal refund decrease after filing?
    Why your refund is less than what you were expecting
After Filing
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  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
  - Check Your E-file Status
    Track the progress of your e-filed return
  - Amend a Return
    Amend your return if you need to change something after the IRS already accepted or received it
  - Access your Prior-Year Return
    How to resolve the rejection error "Form 8862 is missing"
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  - When Will I Get My Tax Refund?
    Find out when to expect your long-awaited tax refund
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    Why your refund may be more or less than what you anticipated
  - Why is My Refund Less Than Expected?
    Why did my federal refund decrease after filing?
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    If you get a larger refund or smaller tax due from another tax preparation method, we'll give you your money back
- E-File Rejections
  - Resolve an E-filing Rejection
    What to do if your e-filed return is rejected
  - Rejected for Wrong PIN or AGI
    Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records
  - IRS Rejection 0502
    Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records
  - IRS Rejection 0522
    Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records
  - IRS Rejection 0507
    Rejection code 0507 occurs when a dependent has already been claimed
  - IRS Rejection 0501
    Rejection code 0501 occurs when the Social Security number for a child being claimed for the EIC doesn't match IRS records
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Can I e-file an Estates & Trusts (Form 1041) return?

Updated: 12/11/2012

Article ID: GEN12975

No. Form 1041 Estates & Trusts returns can only be paper-filed at this time.

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