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june-82
New Member

How do i file for dead grandma

 
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IreneS
Intuit Alumni

How do i file for dead grandma

I'm sorry for your loss.  You can create a return in TurboTax for your grandmother.  Prepare the return with your grandma as the taxpayer (as if she will doing the return herself).

 

During the interview you will see a screen Do Any of These Apply to [your grandmother's name]? 

  1. Mark the box Passed away before filing this return. 
  2. Enter her date of death in the box provided and click Continue.  
  3. As you continue through the interview TurboTax will ask you for additional information if needed.

If you missed that screen, you can enter the information in the Personal Info section:

  1. Click on the Personal Info tab.
  2. Click on Edit next to your grandmother's name.   
  3. In section #3, mark the box that I'm preparing this return for [grandmother's name], who has passed away. 

 

The following FAQ contains additional information on e-filing a return for a deceased person:   Can I e-file a tax return for someone who is deceased?

 

 

[Edited | 4/13/2020 |  1:08 pm PDT]


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1 Reply
IreneS
Intuit Alumni

How do i file for dead grandma

I'm sorry for your loss.  You can create a return in TurboTax for your grandmother.  Prepare the return with your grandma as the taxpayer (as if she will doing the return herself).

 

During the interview you will see a screen Do Any of These Apply to [your grandmother's name]? 

  1. Mark the box Passed away before filing this return. 
  2. Enter her date of death in the box provided and click Continue.  
  3. As you continue through the interview TurboTax will ask you for additional information if needed.

If you missed that screen, you can enter the information in the Personal Info section:

  1. Click on the Personal Info tab.
  2. Click on Edit next to your grandmother's name.   
  3. In section #3, mark the box that I'm preparing this return for [grandmother's name], who has passed away. 

 

The following FAQ contains additional information on e-filing a return for a deceased person:   Can I e-file a tax return for someone who is deceased?

 

 

[Edited | 4/13/2020 |  1:08 pm PDT]


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

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