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Get your taxes done using TurboTax
All of that information is included in the background of the TurboTax information and does not need to be on the top of the first page as in the past. Filing as a survivor automatically identifies the return of a deceased taxpayer.
IRS suggest following the guidelines of the software in preparing the return. See the extract from the IRS guidance below:
When filing electronically, follow the specific directions provided by the software for proper signature and notation requirements. Otherwise, write the word "Deceased," the decedent's name, and the date of death across the top of the final individual tax return. If filing a joint return, write the name and address of the decedent and the surviving spouse in the name and address fields. If not filing a joint return, write the decedent's name in the name field and the personal representative's name and address in the address field. If a refund is due to the decedent, it may be necessary to file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer with the return. If you're a surviving spouse filing a joint return, or a court-appointed or court-certified personal representative filing an original return for the decedent, you don't have to file Form 1310. Court-appointed or court-certified personal representatives must attach to the return a copy of the court document showing the appointment.
- If there's an appointed personal representative, he or she must sign the return. If it's a joint return, the surviving spouse must also sign it.
- If you're a surviving spouse filing a joint return and there's no appointed personal representative, you should sign the return and write in the signature area "Filing as surviving spouse." A surviving spouse can file joint returns for the taxable year in which the death occurred and, if the death occurred before filing the return, for the taxable year immediately before the year of death.
- If there's no appointed personal representative and there's no surviving spouse, the person in charge of the decedent's property must file and sign the return as "personal representative."
So, it is ok to file the return electronically as prepared by TurboTax
Use this link for additional information: Decedents
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