turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Entering tax for deceased

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
IsabellaG
Employee Tax Expert

Entering tax for deceased

I'm sorry for your loss. When someone dies, the person responsible for the estate is the one responsible for filing the final tax return, if one is due. That person can be the administrator or the executor of the estate, or if there isn't one, it can simply be a survivor (you). 

You'd file his return the same way as if he was alive, but indicate that he is deceased and the date of death. If there is a refund due you would file a  Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer with the return.

TurboTax has a complete discussion of how to handle a deceased person’s return here.

Here is a link to information from the IRS concerning filing a final tax return for a deceased person.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

2 Replies
IsabellaG
Employee Tax Expert

Entering tax for deceased

I'm sorry for your loss. When someone dies, the person responsible for the estate is the one responsible for filing the final tax return, if one is due. That person can be the administrator or the executor of the estate, or if there isn't one, it can simply be a survivor (you). 

You'd file his return the same way as if he was alive, but indicate that he is deceased and the date of death. If there is a refund due you would file a  Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer with the return.

TurboTax has a complete discussion of how to handle a deceased person’s return here.

Here is a link to information from the IRS concerning filing a final tax return for a deceased person.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Entering tax for deceased

Do I file Form 1310 with the STATE return also to receive a refund?

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies