Filing a return for a deceased person

Forum|Forum|7 years ago
June 7, 2019
2 replies
77 views

I completed a 1040 tax return for my deceased mother [PII Removed] and turbo tax indicated deceased at the top of the tax return. Is anything else required like a death certificate (if a death certificate is required must is be certified or can it be a copy)?

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Best answer by MaryK1

If a refund is due to the decedent, file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, with the return. If you're a court-appointed or court-certified personal representative filing an original return for the decedent, you don't have to file Form 1310. Court-appointed or court-certified personal representatives must attach to the return a copy of the court document showing the appointment. Sorry for your loss.

MaryK1Answer

Level 11

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gfis-glennAuthor

Level 2

No refund. Do I need to included a copy of the death certificate

brattoge

Level 2

How do I initiate a return for a deceased person ?

ToddL99

Level 13

The tax return for a deceased person is prepared the same way in TurboTax as the tax return for a living person.

In the Personal Info interview, however, you have to indicate that the taxpayer passed away (see the sample screenshot below). When you check that block, the program will ask you for the date of death.

You can also e-file the return of a deceased person. See Can I e-file a tax return for someone who is deceased? for additional information.

If the deceased person is filing on a joint return, see Should I change the name order on a joint return with a deceased spouse? Changing the name order from what was used in the previous year may cause delays in processing the tax return.