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bom1109
New Member

I'm trying to file for my Mother who died last year,2016

$$ was in a Trust that was depleted while she was in a Nursing home
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Accepted Solutions
IreneS
Expert Alumni

I'm trying to file for my Mother who died last year,2016

I'm sorry for your loss.  You can create a return in TurboTax for your mother.  Prepare the return with your mother 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 mother's name.   [See Screenshot #1, below.]
  3. In section #3, mark the box that I'm preparing this return for [mother's name], who has passed away. [Screenshot #2]

 

The following FAQ contains additional information on e-filing a return for a deceased person:

https://ttlc.intuit.com/replies/3300219


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4 Replies
SeanE1
New Member

I'm trying to file for my Mother who died last year,2016

I am very sorry for your loss!  What is your question?

I'm trying to file for my Mother who died last year,2016

how do I find last year's return for my mother, Johnnie L. Garrison

I'm trying to file for my Mother who died last year,2016

First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address.  Run the tool against any email addresses you may have used     <a rel="nofollow" target="_blank" href="https://myturbotax.intuit.com/account-recovery/">https://myturbotax.intuit.com/account-recovery/</a>

Online is only good for one return sonif If you used the same account to do another return like yours then the second return overwrote the first one and it is gone.

Or you used the Desktop CD/Download program.  Then the only copy is on your computer.
IreneS
Expert Alumni

I'm trying to file for my Mother who died last year,2016

I'm sorry for your loss.  You can create a return in TurboTax for your mother.  Prepare the return with your mother 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 mother's name.   [See Screenshot #1, below.]
  3. In section #3, mark the box that I'm preparing this return for [mother's name], who has passed away. [Screenshot #2]

 

The following FAQ contains additional information on e-filing a return for a deceased person:

https://ttlc.intuit.com/replies/3300219


**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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