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Sadchamp
New Member

Deceased brother's return

I filed my brother's 2024 return last February using Turbotax. He passed away in August. I am executor of his estate but I have no court documentation because his will did not have to go through probate. I have all of his financial information (banks, social security, pension, etc.). I assume I would have to include a Form 1310 to claim his refund. Can I use Turbotax to file his return. I would probably use the full service application. 

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1 Reply
M-MTax
Level 15

Deceased brother's return

You would have to file a 1310 for a refund because you're not court appointed.

 

However, you can use TurboTax to file his final return and the full-service feature would be a good option.

 

Sorry for your loss.

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