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New Member
posted Feb 27, 2024 5:35:10 AM

Do i need to do anything different for a tax return for someone who passed in '23?

what do i need for a Deceased tax payer

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3 Replies
Expert Alumni
Feb 27, 2024 5:46:26 AM

The filing of a deceased taxpayer's final return usually falls to the executor or administrator of the estate, but if neither is named,  then the task needs to be taken over by a survivor of the deceased, i.e. yourself.

 

The final return is filed on the same form that would have been used if the taxpayer were still alive, but "deceased" is written after the taxpayer's name. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.

 

Only income earned between the beginning of the year and the date of death should be reported on the decedents’ final return. Earnings after the date of death are taxable to the beneficiary of the account or to the estate.

 

When filing the final tax return for the deceased, TurboTax Online will ask whether the return is being filed for someone who has passed away in the My Info section. TurboTax will then report "Deceased" on the return.

 

For more information, please this TurboTax article.

 

I am sorry for your loss.

New Member
Apr 5, 2024 10:50:58 AM

Can I create a 1041 Estate tax Return using Turbo Tax Premier?

Level 15
Apr 5, 2024 10:53:47 AM


@Katie551 wrote:

Can I create a 1041 Estate tax Return using Turbo Tax Premier?


A Form 1041 can only be competed and filed using the TurboTax Business edition installed on a Windows based personal computer - https://turbotax.intuit.com/small-business-taxes/cd-download/