Deceased Return

3 replies
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Where do I find the 'My Info' section in the TurboTax desktop software that would enable me to note that I am completing the return on behalf of someone who passed away?

VolvoGirl

Level 15

In Desktop program it’s called Personal Info. First item on left.

DoninGA

Level 15

In the Personal Info section of the program when entering the individual's personal information you will come to the screen Let's check for some other situations check the box labeled I am preparing this return for (Their Name), who has passed away.

xmasbaby0

Level 15

In the MY INFO screens there is a screen that asks if the return is being filed for someone who passed away before the end of 2025. Go back through those screens very slowly and carefully---read every screen top to bottom.

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