I need to file taxes for a deceased family member. I am the executor. Can I do this with my turbo tax acct?

Forum|Forum|5 months ago
January 6, 2026
2 replies
6 views

It is a small estate, no savings, no stocks etc. Just a checking acct.

TurboTax Online

M-MTax

Level 15

We need to know whether you're filing a final return for the deceased family member (i.e., a 1040) OR an estate income tax return (Form 1041).

Note that estates are not required to file Form 1041 unless they have gross income for the tax year of $600 or more.

belinda_txAuthor

Level 2

It would be the final return of a small estate. No income just a checking account.

M-MTax

Level 15

@belinda_tx wrote:
It would be the final return of a small estate. No income just a checking account.

If it's just for the estate, you don't need to file a 1041 unless the estate had $600 or more in income. With no income and just a checking account, you don't need to file a 1041.

M-MTax

Level 15

Also, if you have an online account to file your own individual income tax return using an online TurboTax product, you cannot use that same account to file a final (1040) return for your deceased family member.

Instead, you'll have to establish another online account or use a desktop version of TurboTax.

Sorry for your loss.