pk
Level 15
Level 15

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 ?