Approved Estate and Trust Tax Software

We have tested these software vendors and approved them for use submitting Estate and Trust Tax Returns.

We only test software to ensure we can accept forms filed by the software. We are not associated with vendors and cannot guarantee any aspect of the software.

Learn more about software approval from the IRS.

This does not mean that a software package includes every possible schedule or attachment, or that it will meet the needs of all filers. It is the filer’s responsibility to contact the provider to determine if the software meets their needs.

The providers below are not listed in any particular order.