My eldest son passed away in July...how do I file his taxes?

raenay34 · ‎June 1, 2019

MichaelMc · ‎June 1, 2019

The linked TurboTax article will provide most of what you need to know to file a final return for your son.

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

Within the TurboTax product, the steps are fairly simple. In Personal Information, be sure to enter the date of death. Complete Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer and file with the Form 1040. Include all income and deductions through the date of death.

Finally, I realize that your inquiry means that you have experienced a loss no parent should ever have to bear. For myself, and on behalf of our entire team at Intuit, Inc., please accept our sincere condolences.

View solution in original post

MichaelMc · ‎June 1, 2019

The linked TurboTax article will provide most of what you need to know to file a final return for your son.

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

Within the TurboTax product, the steps are fairly simple. In Personal Information, be sure to enter the date of death. Complete Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer and file with the Form 1040. Include all income and deductions through the date of death.

Finally, I realize that your inquiry means that you have experienced a loss no parent should ever have to bear. For myself, and on behalf of our entire team at Intuit, Inc., please accept our sincere condolences.