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New Member
posted Jul 15, 2020 10:35:24 AM

I need to file a decedent return on my father who died January 2019. What form do I use and can I use TurboTax to efile?

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2 Replies
Employee Writer
Jul 15, 2020 10:39:31 AM

Yes, I used TurboTax to file a decedent return for my mom this year. It was easy and I was able to e-file.

In the Personal Info section, when you fill out your father's info, look for a checkbox that says "this person passed away" or similar (cannot recall the exact wording). TurboTax will walk you through the rest of it.

Expert Alumni
Jul 15, 2020 11:02:32 AM

Yes, the IRS will allow tax returns for deceased taxpayers (also called decedent returns) to be e-filed.

 

Before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death. You can either go to their website or call 1-800-772-1213.  

 

Many (but not all) states allow decedent tax returns to be e-filed as well. We'll let you know when you get ready to e-file the state return.