If you've recently lost a loved one, we'd like to first offer our sincere condolences for your loss.
The following are step-by-step instructions for filing taxes for a deceased person using various versions of TurboTax:
TurboTax Online:
TurboTax CD/Download:
Before you start, make sure you have all available T-slips and income information available for the deceased, as well as their date of death (DOD) and personal information. You'll refer to these documents while preparing their final return.
Additionally, you may click on this link to view a video with step-by-step instructions on how to file a tax return for a deceased person- https://www.youtube.com/watch?v=Z4FkN8e8w4I
Thank you for choosing TurboTax.
Thank you for the detailed reply but since I have previously did taxes for my father, he has a turbotax profile. If I use his profile from last year I am not able to indicate he has died. It just loads the pertinent information that I need from last year and skips the question about being deceased. It makes me think I have to start a new profile for my father as if I have never used turbotax for him before. Is that correct?
@caldwell56239331 If you are using TurboTax Online and have transferred your father’s information from last year, then it will not show you the option to say he is deceased, as it assumes it’s him doing his taxes for himself.
Instead of transferring the info from last year, click on the “Create A Different Return” button. Then when it asks who you are preparing the return for, select “Someone else”. Doing it this will eventually give you the option to indicate that your father has passed away.
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