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New Member

My mother passed away in December 2014. May I use Turbo Tax to file her terminal return?

And while I'm at it, may I also file a return for Estate when that is concluded?

Thanks everyone!

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New Member

My mother passed away in December 2014. May I use Turbo Tax to file her terminal return?

If your mother passed away in December, you are filing the estate tax now. You will file all of her slips the same way you normally would, and add the date of death to the first page of the return.  You will also need to send a copy of the death certificate and a copy of the will to allow you to take responsibility for her taxes, and sign her forms.

If there are any issues, additional siblings, a residence, or many investments, talk to an accountant right away.  Things can get very expensive when investments are involved.

If there has been enough estate to set up an estate trust, definitely see an accountant.

View solution in original post

1 Reply
New Member

My mother passed away in December 2014. May I use Turbo Tax to file her terminal return?

If your mother passed away in December, you are filing the estate tax now. You will file all of her slips the same way you normally would, and add the date of death to the first page of the return.  You will also need to send a copy of the death certificate and a copy of the will to allow you to take responsibility for her taxes, and sign her forms.

If there are any issues, additional siblings, a residence, or many investments, talk to an accountant right away.  Things can get very expensive when investments are involved.

If there has been enough estate to set up an estate trust, definitely see an accountant.

View solution in original post