My sister died in 2021 but received income in 2023, this system says that I can't file if she died before 01/01/2023, how do I file, manually by paper?

Forum|Forum|2 years ago
February 25, 2024
1 reply
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JamesG1

Level 15

Sorry for your loss.

This TurboTax website will assist you in preparing a 2021 Federal tax return.

There are many questions concerning filing a return for a deceased taxpayer. This may be helpful. See also here.

Has a 2021 Federal 1040 tax return already been filed? Was an estate return prepared for the deceased? You may post questions here and someone will help you.

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mayatax2020Author

Level 2

Yes 2021 taxes were filed and no there is no estate. The reason I’m asking is because she got a payment for something in 2023 and it is being reported as income. But the online system will not allow me to process it because she died prior to 2023. I was thinking I still need to file it but manually.

LeticiaF1

Level 12

Any earnings after the date of death are taxable to the beneficiary of the account or to the estate. I am sorry for your loss. For more information see the following TurboTax help article: