After you file
When you completed her return, you would need to do the following to make sure her date of death is added so the IRS is aware someone else is filing the return on her behalf.
You will need to make an entry in the My Info section of the program though to reflect the date of her passing.
- Log back into TurboTax
- Select the black panel on the left hand side of the screen and select My Info
- Under the page titled Personal info summary, select Edit to the right of her name
- Scroll down to section 3, A few other things we need to know. You will be able to answer the questions here to reflect her date of death.
The top of the return should also say Deceased with the taxpayer's name and date of death. Please see the sample below.
