cjkiernan
New Member

Deceased Return

Where do I find the 'My Info' section in the TurboTax desktop software that would enable me to note that I am completing the return on behalf of someone who passed away?   

 

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In Desktop program it’s called Personal Info.  First item on left.   

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In the Personal Info section of the program when entering the individual's personal information you will come to the screen Let's check for some other situations check the box labeled I am preparing this return for (Their Name), who has passed away.

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In the MY INFO screens there is a screen that asks if the return is being filed for someone who passed away before the end of 2025.    Go back through those screens very slowly and carefully---read every screen top to bottom.

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