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Retirement tax questions
Yes, you can file the return.
When someone passes away, their surviving spouse or representative files the deceased person's final tax return. On the final tax return, the surviving spouse or representative will note that the person has died. The IRS doesn't need any other notification of the death.
Their return can be filed using the existing TurboTax online account to prepare their personal tax return. There is a checkbox for "this person died during (Current Year)" in their personal info section.
The IRS will allow tax returns for deceased taxpayers to be e-filed.
Before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death.
You can either go to their website or call 1-800-772-1213.
Many (but not all) states allow decedent tax returns to be e-filed as well. We'll let you know when you get ready to e-file the state return.
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