If you've recently lost a loved one, we'd like to first offer our sincere condolences for your loss.
The following are step-by-step instructions for filing taxes for a deceased person using various versions of TurboTax:
TurboTax Online:
- When starting the return process, select Someone Else to the question Let’s get started. Who are you preparing this return for?
- Enter the name of the deceased and indicate that you're preparing the return for someone who has passed away
- Enter their date of death, then select Continue
- Complete the next sections of their return until you reach Let's get the rest of your personal info, where you'll need to provide additional personal information for the deceased. Select Continue once you've completed this section
- Answer questions about their residency, then select Continue
- Because a final return needs to be signed and mailed in, you'll then be asked for your mailing address and contact information. Be sure to enter your name under Care of
- Select Continue on each screen until completed
TurboTax CD/Download:
- When starting the return process in EasyStep mode, enter the marital status and province where the deceased lived right before their date of death
- Enter their personal information and date of death
- Enter the mailing address of where the notice of assessment should be sent
- Enter the information of the spouse/common-law partner (if applicable), including their net income and Amount on line 8 of their provincial schedule 428
- Proceed until the What happened for you in 20XX? section. Select the type of income you're reporting for the deceased. If you're reporting income that's eligible for splitting, the software will calculate the eligible amount to be transferred to the spouse/common-law partner. This amount will be reported separately on the partner’s tax return
- If you're transferring a principal residence to the spouse/common-law partner, enter information about the purchase price and fair market value on the date of death. Select Yes to the questions Was the property disposed of as a result of death?
- Select who the property is transferred to
- You can check the information you've entered by selecting Forms mode from the menu
- In Forms mode, select Forms from the bottom toolbar, then select T1-General
Before you start, make sure you have all available T-slips and income information available for the deceased, as well as their date of death (DOD) and personal information. You'll refer to these documents while preparing their final return.
Additionally, you may click on this link to view a video with step-by-step instructions on how to file a tax return for a deceased person- https://www.youtube.com/watch?v=Z4FkN8e8w4I
Thank you for choosing TurboTax.
