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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
BrittanyS
Employee Tax Expert

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

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)

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

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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