Can I prepare a return with TurboTax for someone w...

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Intuit

Can I prepare a return with TurboTax for someone who has died?

We’re sorry for your loss and understand that preparing a final tax return for a spouse/partner, family member or friend who has passed away can be difficult. TurboTax will guide you step-by-step, just as it would if you were preparing your own tax return.
 

 

 

TurboTax supports the preparation of T1 returns for people who have passed away. It does not support T3 Trust Income Tax returns.

 

 

 

Before you begin:

  • Returns for the deceased cannot be prepared in TurboTax at the same time as that of their spouse/partner. Returns for the deceased must be prepared and filed separately.
  • Returns for the deceased are ineligible for CRA’s NETFILE service and Revenu Québec’s NetFile Québec service. The return(s) must be printed and mailed.
  • If the deceased has interest income that was shared with someone else (ex. A spouse/partner), the deceased’s portion must be manually prorated before being entered in TurboTax.
  • If the deceased received GST/HST credit payments after their date of death, this payment must be returned to the CRA.
  • If the deceased received a CPP or QPP death benefit amount, this amount must be reported on a T3 Trust Income return, not a T1 personal return.

In addition, we recommend familiarizing yourself with the CRA guide  T4011, Preparing Returns for Deceased Persons before you begin. In addition, if the deceased was a resident of Québec, you should also see Québec Guide IN-117.

When you start the return, TurboTax will ask who you’re preparing the return for. Select Someone else. You’ll then be prompted to enter the deceased’s date of death.
 

 

TurboTax will then guide you through the rest of the interview, addressing the interview to the deceased. You’ll answer the questions and enter info as the deceased would have if they were preparing the return themselves.

Start a return, answering the questions on behalf of the deceased. You’ll enter the date of death on the Personal Info step of the INTRODUCTION section.
 

 

TurboTax will then guide you through the rest of the interview, addressing the interview to the deceased. You’ll continue answering the questions and entering info as the deceased would have if they were preparing the return themselves.

Related information:

CRA: What to do when someone has died

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