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Returning Member
posted Mar 20, 2023 3:35:29 AM

Deceased person filing

Trying to file a "couples" or joint return where one person deceased and the spouse living to take advantage of pension income splitting but software does not allow it. According to what I read on CRA filing a joint return allowable. 

0 3 1041
3 Replies
Level 3
Mar 21, 2023 2:28:51 PM

We are sorry for your loss and wish to help you. In order to help you with this situation, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen. To contact them, please follow this link: Contact Us. 

​​​​​​​Thank you for choosing TurboTax.

Returning Member
Mar 26, 2023 6:10:11 AM

I called the support number as indicated and received an automated message. I asked for the suggested link to be texted to me - link was not received. How can I talk to a real person. 

Moderator
Mar 26, 2023 11:43:38 AM

Unfortunately, TurboTax can't be used to prepare a joint return if one of the spouses is deceased. You can still do the pension split if you do separate returns, but the optimizer is not available in that case.

 

To talk to a real person, just answer No when the automated attendant asks you if you want something sent to you.