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angruvalcava15
New Member

Can I file my daughters tax return if she has passed away, using my turbo tax account or do I have to set up a different account?

My daughter passed away on the 11th of January 2028, can I file her return and claim it? What would I need in order to do do. And do I need to set up a different account or can I use mine?

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KittyM
Level 2

Can I file my daughters tax return if she has passed away, using my turbo tax account or do I have to set up a different account?

Yes, you can file a return on behalf of your daughter and if there is a refund, the IRS will issue it to the executor of her estate.  

You will need to set up a different TurboTax online account, or if you buy the desktop software, you can do up to five returns.  In Personal Info -Section 3  when you set up her return, the last question is "I'm preparing this return for [Name], who has passed away." Mark Yes to that question and enter her date of death.  TurboTax will handle it from there.  You may need to print a couple of forms to send to the IRS, along with a copy of her death certificate - TurboTax will let you know.

My condolences on your loss.

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1 Reply
KittyM
Level 2

Can I file my daughters tax return if she has passed away, using my turbo tax account or do I have to set up a different account?

Yes, you can file a return on behalf of your daughter and if there is a refund, the IRS will issue it to the executor of her estate.  

You will need to set up a different TurboTax online account, or if you buy the desktop software, you can do up to five returns.  In Personal Info -Section 3  when you set up her return, the last question is "I'm preparing this return for [Name], who has passed away." Mark Yes to that question and enter her date of death.  TurboTax will handle it from there.  You may need to print a couple of forms to send to the IRS, along with a copy of her death certificate - TurboTax will let you know.

My condolences on your loss.

View solution in original post

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