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How to file taxes for a deceased person

this is for a parent, in which I am the legal representative.

1 Reply

How to file taxes for a deceased person

I am sorry for your loss.

When you are going through the interview section, it will ask if this is for a deceased person. Select "yes" and you will be guided through the process. It is not much different but there may be some credits your parent may not qualify for.

If the other parent was still living, you can do pension income splitting and Turbotax will guide you through that as well. 

Be aware that if there were investments, you may also need to do a trust return or a rights and things. These are not covered in Turbotax. 

If you received the CPP death benefit, it does NOT go on the parent's final return. It will go on either the surviving spouse or an adult child's return.