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Retirement tax questions
When you answer the interview questions in TurboTax, the necessary forms will be added to you return when you file. You should keep all supporting documents with your return for your records but unless notified during the filing process by TurboTax, you will not need to mail anything in. TurboTax will handle everything for you and for your mother's final return. If using TurboTax Desktop, you can view the forms for accuracy by clicking forms in the top right corner prior to submission. For TurboTax Online, you can view a preview of the return by selecting tax tools in the left side panel>click tools> preview tax summary> preview my 1040.
If you are filing your mothers final return, you will file a federal and state return for the year of her passing. See the link below for additional information on the forms that are needed:
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