I'm sorry for your loss.
During the interview you will see a screen Do Any of These Apply to [your mother's name]?
- Mark the
box Passed away before filing this return.
- Enter her
date of death in the box provided and click Continue.
- As you
continue through the interview TurboTax will ask you for additional
information if needed.
If you missed that screen, you can enter the information in the Personal
Info section:
- Click on
the Personal Info tab.
- Click on Edit
next to your mother's name. [See
Screenshot #1, below.]
- In section
#3, mark the box that I'm preparing this return for [mother's
name], who has passed away. [Screenshot #2]
The following FAQ contains additional information on e-filing a return for a
deceased person: Can I e-file a tax return for someone who is deceased?
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