2930062
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

AmyD
Level 2

Do I need to file a final tax return for deceased relative on social security?

I am trying to determine if I need to file a return for a deceased relative. They never filed a tax return afaik.

 

They were on social security retirement and also received a small amount from SSI (about $31.) Their total monthly income from that was $831 and had no other income. Aside from that, they had medicare (which I assume is a pre-tax medical premium) & medicaid.

 

Just making sure I don't need to file a tax return for them, either for taxes due or refundable credits.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MonikaK1
Expert Alumni

Do I need to file a final tax return for deceased relative on social security?

The filing requirements that apply to individuals will determine if the personal representative must prepare a final individual income tax return for the decedent. If the deceased had no income at all besides Social Security, then they would not be required to file.

 

The personal representative of an estate is an executor, administrator, or anyone else in charge of the decedent's property. The personal representative is responsible for filing any final individual income tax return(s) and the estate tax return of the decedent when due. 

 

If a return is required, it can be prepared in TurboTax. Please see this TurboTax tips article and this help article for more details regarding filing a return for a deceased person. In the Personal info section of TurboTax, a question appears asking if the person for whom the return is being filed has died.

 

Please also see IRS Topic No. 356 - Decedents.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question