topic Deceased person - does the return need to be signed? in Troubleshooting https://turbotax.community.intuit.ca/community/troubleshooting/discussion/deceased-person-does-the-return-need-to-be-signed/01/919935#M3016 Wed, 30 Oct 2019 20:25:58 GMT ajm365-ja 2019-10-30T20:25:58Z Deceased person - does the return need to be signed? https://turbotax.community.intuit.ca/community/troubleshooting/discussion/deceased-person-does-the-return-need-to-be-signed/01/919935#M3016 Wed, 30 Oct 2019 20:25:58 GMT https://turbotax.community.intuit.ca/community/troubleshooting/discussion/deceased-person-does-the-return-need-to-be-signed/01/919935#M3016 ajm365-ja 2019-10-30T20:25:58Z Yes. The return must be signed by the legal representativ... https://turbotax.community.intuit.ca/community/troubleshooting/discussion/yes-the-return-must-be-signed-by-the-legal-representativ/01/919936#M3017 <P></P><P>Yes. The return must be signed by the legal representative for the deceased, in the area provided on the last page of the return. The legal representative must sign their name and indicate their title (for example, executor or administrator).</P> <P> <SPAN>Here is more information regarding preparing a return for a deceased person. <A href="https://turbotax.community.intuit.ca/replies/2647725" rel="nofollow" target="_blank">https://turbotax.community.intuit.ca/replies/2647725</A></SPAN> </P><BR /><P></P> Wed, 30 Oct 2019 20:26:00 GMT https://turbotax.community.intuit.ca/community/troubleshooting/discussion/yes-the-return-must-be-signed-by-the-legal-representativ/01/919936#M3017 TurboTaxSusan 2019-10-30T20:26:00Z Re: Yes. The return must be signed by the legal representativ... https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1352343#M8528 <P>Turbo tax software says in their notes that the CPP death benefit is reported on the spouses's return. A T3 trust income? Not sure what that is.</P> Mon, 23 Mar 2020 21:22:44 GMT https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1352343#M8528 qvminich 2020-03-23T21:22:44Z Re: Yes. The return must be signed by the legal representativ... https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1372013#M8703 <P><LI-USER uid="585782" login="qvminich"></LI-USER></P> <P>&nbsp;</P> <P>On the Canada Revenue Agency site, you will find: "&nbsp;You have to file a&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t3ret.html" target="_blank">T3 Trust Income Tax and Information Return</A>, to report the income the estate earned after the date of death. If the terms of a trust were established by the will or a court order in relation to the deceased individual's estate under provincial or territorial dependant relief or support law, you also have to file a T3 Trust Income Tax and Information Return for that trust. However, you may not have to file a T3 return (not to be confused with the final return, which always has to be filed) if the estate is distributed immediately after the person dies, or if the estate did not earn income before the distribution. In these cases, you should give each beneficiary a statement showing&nbsp;their share of the estate. See the&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4013.html" target="_blank">T4013, T3 Trust Guide</A>, for more information and, where a trust is created, to determine whether that return has to be filed. See&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011/preparing-returns-deceased-persons-2016.html#P1192_109238" target="_blank">Chart 2</A>&nbsp;to find out what income to report on the T3 return<EM>." </EM>on this link&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011/preparing-returns-deceased-persons-2016.html" target="_blank">Preparing Returns for Deceased Persons 2019&nbsp;</A>&nbsp;where you will also find clarification about claiming the Death Benefit.</P> Sat, 28 Mar 2020 16:49:53 GMT https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1372013#M8703 TurboTaxGinette 2020-03-28T16:49:53Z
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topic Deceased person - does the return need to be signed? in Troubleshooting
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https://turbotax.community.intuit.ca/community/troubleshooting/discussion/deceased-person-does-the-return-need-to-be-signed/01/919935#M3016
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Deceased person - does the return need to be signed?
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Yes. The return must be signed by the legal representativ...
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<P></P><P>Yes. The return must be signed by the legal representative for the deceased, in the area provided on the last page of the return. The legal representative must sign their name and indicate their title (for example, executor or administrator).</P> <P> <SPAN>Here is more information regarding preparing a return for a deceased person. <A href="https://turbotax.community.intuit.ca/replies/2647725" rel="nofollow" target="_blank">https://turbotax.community.intuit.ca/replies/2647725</A></SPAN> </P><BR /><P></P>
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<dc:creator>TurboTaxSusan</dc:creator>
<dc:date>2019-10-30T20:26:00Z</dc:date>
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Re: Yes. The return must be signed by the legal representativ...
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https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1352343#M8528
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<P>Turbo tax software says in their notes that the CPP death benefit is reported on the spouses's return. A T3 trust income? Not sure what that is.</P>
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<pubDate>Mon, 23 Mar 2020 21:22:44 GMT</pubDate>
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<dc:creator>qvminich</dc:creator>
<dc:date>2020-03-23T21:22:44Z</dc:date>
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Re: Yes. The return must be signed by the legal representativ...
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https://turbotax.community.intuit.ca/community/troubleshooting/discussion/re-yes-the-return-must-be-signed-by-the-legal-representativ/01/1372013#M8703
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<P><LI-USER uid="585782" login="qvminich"></LI-USER></P> <P>&nbsp;</P> <P>On the Canada Revenue Agency site, you will find: "&nbsp;You have to file a&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t3ret.html" target="_blank">T3 Trust Income Tax and Information Return</A>, to report the income the estate earned after the date of death. If the terms of a trust were established by the will or a court order in relation to the deceased individual's estate under provincial or territorial dependant relief or support law, you also have to file a T3 Trust Income Tax and Information Return for that trust. However, you may not have to file a T3 return (not to be confused with the final return, which always has to be filed) if the estate is distributed immediately after the person dies, or if the estate did not earn income before the distribution. In these cases, you should give each beneficiary a statement showing&nbsp;their share of the estate. See the&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4013.html" target="_blank">T4013, T3 Trust Guide</A>, for more information and, where a trust is created, to determine whether that return has to be filed. See&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011/preparing-returns-deceased-persons-2016.html#P1192_109238" target="_blank">Chart 2</A>&nbsp;to find out what income to report on the T3 return<EM>." </EM>on this link&nbsp;<A href="https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011/preparing-returns-deceased-persons-2016.html" target="_blank">Preparing Returns for Deceased Persons 2019&nbsp;</A>&nbsp;where you will also find clarification about claiming the Death Benefit.</P>
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