topic Re: efiling decedents return with refund due in Get your taxes done using TurboTax

efiling decedents return with refund due

KMon — Sun, 07 Mar 2021 16:49:07 GMT

My father passed away in February 2020 before I could file his 2020 return. He is due a federal and state refund for 2020. I would like to apply these refunds to his taxes for next year (2021) because he took his RMD for 2021 in January and he may have taxes due next year.

Turbotax would not let me efile his 2020 return nor did it give me the option to apply the refund for taxes due in 2021. Are either of these possible?

Re: efiling decedents return with refund due

KMon — Sun, 07 Mar 2021 16:54:21 GMT

There was an error in my message. My father passed in February 2021.

Re: efiling decedents return with refund due

fanfare — Sun, 07 Mar 2021 16:59:40 GMT

turbotax users have reported problems to e-File a decedent return.

And other have reported that if you use a different tax software provider it will go through just fine.