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rmilazzo50
New Member

How to file for a deceased person who only has retirement and Social Security

he passed away 10/2019
2 Replies
tagteam
Level 15

How to file for a deceased person who only has retirement and Social Security

You can use the interview on the IRS web site below (be sure to select the 2019 tax year) to determine whether or not a return needs to be filed for 2019.

 

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

 

If a return needs to be filed for the decedent for the 2019 tax year (i.e., a final 1040), then the person preparing the return using TurboTax will have to use a 2019 desktop product; it cannot be prepared online.

 

See https://turbotax.intuit.com/personal-taxes/past-years-products/

SweetieJean
Level 15

How to file for a deceased person who only has retirement and Social Security

State filing requirements may be different.

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