Bolt67
New Member

Filling out 2023 final tax form for a deceased person and it is not giving me the option at start to ask who are you filing for that lets us choose deceased and date.

 

Troubleshooting

Are you using TurboTax CD/Download or TurboTax Online?

Bolt67
New Member

Troubleshooting

Online

Troubleshooting

If you are preparing a brand new return, then it will ask if the person is deceased only if you chose to prepare a return for someone else. 

 

If you are preparing a brand new return for spouses/common-law partners, unless you chose to prepare for someone else, then it will ask on the page where you will enter the name of the second person. Then it will ask who's return you want to prepare first, since they can't be prepared together.

 

CAMJONES
New Member

Troubleshooting

I am trying to do a second year return for my father who passed away in December 2022.  The death penalty for was given to us for the 2023 tax year so I have to do another return for him in 2023.  When I start to do the return on line, no where does it ask me if he is deceased and it is saying I have an error because I have reported no pension income for him

CAMJONES
New Member

Troubleshooting

sorry I meant to say death benefit not penalty

Troubleshooting

Sorry for your loss. At the beginning of the return the software would have asked questions as seen in the images below. You may have to restart your return.

 

 

 

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