jtax
Level 10

Get your taxes done using TurboTax

I am sorry for your loss.

See if this previous answer helps. (Basically you just do the return as usual and answer TT interview questions carefully -- e.g. taxpayer is deceased, date of death etc.). All income and expenses as of the date of death go on the decedant's 1040 and any income/expenses after the date of death go on the estate's 1041, which may be passed on to the heirs' 1040.s (Note that is only for *income* not for principal.) If there is a refund and you are not the executor there are some additional hoops to jump through (e.g. special form 1310).

Also note if the decedent was married, the surviving spouse can file one last joint return for the year of death.

https://ttlc.intuit.com/questions/3093869-need-to-file-tax-return-for-deceased

This may also be of interest:

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"