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New Member
posted Oct 29, 2019 7:38:35 PM

What forms to complete when a family members dies?

A family member passed away on February 27th, 2015.  He did not complete his 2014 income tax declaration.  The legal representative must file a 2014 and a 2015 return or just one final return including 2014 and 2015.   And can turbotax file a 2015 form for a deceased person if separate forms are required?

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New Member
Oct 29, 2019 7:38:36 PM

Sorry for your loss.

You can use TurboTax to complete his 2014 return HOWEVER you will not be able to net file this return.  You must file a paper return.  On this return you include only his income and deductions for 2014.  You will file a separate return for 2015 to report his income from Jan 1, 2015 til the date of his death.  TurboTax cannot prepare the 2015 return at this time.  For more info in this regard, including the responsibilities of the legal representative, please see http://www.cra-arc.gc.ca/tx/ndvdls/lf-vnts/dth/menu-eng.html  .  You can also contact Canada Revenue at 1-800-959-8281 for their guidance.

1 Replies
New Member
Oct 29, 2019 7:38:36 PM

Sorry for your loss.

You can use TurboTax to complete his 2014 return HOWEVER you will not be able to net file this return.  You must file a paper return.  On this return you include only his income and deductions for 2014.  You will file a separate return for 2015 to report his income from Jan 1, 2015 til the date of his death.  TurboTax cannot prepare the 2015 return at this time.  For more info in this regard, including the responsibilities of the legal representative, please see http://www.cra-arc.gc.ca/tx/ndvdls/lf-vnts/dth/menu-eng.html  .  You can also contact Canada Revenue at 1-800-959-8281 for their guidance.