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Level 2

Question

Death

Forum|Forum|3 years ago
November 16, 2022
1 reply
0 views

Can I log in to a family member account after death to file their final taxes?

Level 15

You would need their login credentials.

Level 2

I have them, as I always helped with doing them.
Thanks!

Level 15

It's actually not clear to me what Turbotax will do in this situation, because you will need to check a box for "the taxpayer died during the year." Normally the IRS wants to see your signature on a paper return as "personal representative" signing for the deceased, and not e-filing with the deceased's PIN as if you were the deceased. Filing paper returns is so dreadful that the IRS may have relaxed their expectations. But it's something to be aware of as you get ready to file.