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Retirement tax questions
@connect , Oh! I am so sorry about your terrible loss. I pray for her soul -- may she rest in peace.
For filing her final return ( for the year 2025), yes you have to use her SSN -- in TurboTax, after entering all the personal details, it will ask you about the "current status" of the person. This is where tick the box saying the "Name" has passed away -- it will also ask you for the date of demise.
Some where you have enter that you are filing in her name ( I don't remember exactly where in the screens).
You also have to include a form 1310 as the representative claiming her refund ( I believe this form forces you to file by mail ).
Is there more I can do for you ?
3 weeks ago