Doing Decendent's Taxes

Forum|Forum|4 years ago
March 9, 2022
6 replies
23 views

Hello. Do you do decendents' taxes? I need to file my deceased father's tax returns for the year 2020. I don't know where to start.

JulieS

Level 15

Because you need a 2020 tax return, you will need to purchase the 2020 program.

Click here to purchase 2020.

You file a tax return for a deceased person more or less the same way you file your own taxes. On the screen titled, Your personal info look for the question, "I'm preparing this return for a Taxpayer, who has passed away." Once you answer that Yes, you will be asked for the date.

After that, continue with the return in the regular way, entering income, deductions, etc.

If Form 1310 is required, you will be prompted to answer a few questions about that near the end of the interview. Form 1310 is used to provide information about your right to claim a refund on behalf of the decedent.

Click here to learn more about filing a decedent tax return.

I am very sorry for your loss. Don't hesitate to reach out again if you have more questions.

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gns529Author

Level 2

I had bought the TurboTax Deluxe Edition for 2020, but I never received the download. I spoke to someone over the phone last year and they said someone else would contact me, but nobody ever called back. I did put in a request for a refund because I already paid for it. This was last week. I haven't heard anything about that either except that I got an email saying my case was closed. I can't afford to buy another one.

Thank you for your condolences and your help.

CarissaM

Level 15

Please contact us by phone by following the instructions here, so a phone support specialist can look into this. We do not have access to your account here in this public forum to issue any refund.

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