Getting started

We are sorry to hear of your loss.

With regards to using auto-fill, it is available for use (after Feb 20) however to ensure accuracy as slips may not be available for download until end of March for certain types of income, ensure that you are aware of what to expect and avoid filing with missing information. In addition, to access this information you will need the deceased's "My Account" information to log in and should also be noted as their Authorized Representative.

A few specifics to keep in mind when filing a final return follow:

·        The returns must be filed via regular mail, NetFile is not accepted

·        The RIF documentation that would have been received has key info that will need to be entered in Turbo Tax   aside from any T4-RIF slips

·        The estate will be responsible for any taxes owing


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