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New Member
posted Mar 7, 2025 7:25:47 AM

How do I let the system know I'm filing for a deceased person?

Is there a place to check that?

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2 Replies
Expert Alumni
Mar 7, 2025 7:39:24 AM

Yes, there is a checkpoint to notify TurboTax you are filing the return for a deceased individual.  To enter in TurboTax, follow these steps:

 

  1. Sign into TurboTax
  2. Click My info
  3. Click Revisit next to the name
  4. Click Continue
  5. Confirm SSN and click Continue
  6. Under Let's check for some other situations, mark the box for "I am preparing this return for someone who has passed away and enter the date of death (see screenshot below)

Level 15
Mar 7, 2025 7:40:26 AM

In MY INFO there is a screen where you can enter that the person passed away before filing the return.  Click their name and go very slowly and carefully through the interview screens.