If you've recently lost a loved one, we'd like to first offer our sincere condolences for your loss. Filing a final return can be a difficult process, and we'll do our best to make it as straightforward as possible.
To 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.
When you're ready to begin the filing process, select your edition of TurboTax software from the list, then follow the instructions provided.
Note: The Canada Revenue Agency (CRA) says that you may E-File the final return, but this cannot be done through TurboTax.
TurboTax Online Instructions:
- When starting the return process, select Someone Else to the question Let’s get started. Who are you preparing this return for?
- Enter the name of the deceased and indicate that you're preparing the return for someone who has passed away
- Enter their date of death, then select Continue
- Complete the next sections of their return until you reach Let's get the rest of your personal info, where you'll need to provide additional personal information for the deceased. Select Continue once you've completed this section
- Answer questions about their residency, then select Continue
- Because this final return needs to be signed and mailed in, you'll then be asked for your mailing address and contact information. Be sure to enter your name under Care of
- Select Continue on each screen until completed
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