Thank you.
I don't see exactly what you are recommending. Actually, I am their son doing this for my mom. I have the profile in her name. I see the check box in her profile for I am preparing this return for Kathleen, who has passed away. I left that unchecked. The next screen I have her as Widowed as of 12/31/2023. Then I have my dad as part of her household. I have the below checked for him. BUT there is no check box like you mentioned.
harvey has passed away.
We'll help ensure everything for harvey's tax return is done right.
Date passed away
Also on State Taxes, this came up: Claim for Refund
Use Form 1310, Statement of Person Claiming a Refund Due a Deceased Taxpayer, to claim a refund. Since this return does not show a deceased person, you don't need to complete this topic.
