You'll need to sign in or create an account to connect with an expert.
I am very sorry for your loss.
You, as executor, can get your father's refund, by including Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer when you file your father's return,
To do this, please follow these steps:
Yes. I am the court-appointed or certified personal representative [father's name], and click Continue.
Continue through the screens entering the requested information.
Please see this TurboTax support FAQ for more information: Can I file Form 1310 in TurboTax?
All income received prior to death should be included on his final return. You should check your state filing requirements to see if you should file that return as well.
My father died in 2020 before his 2019 return was completed. Can I complete the return as normal or must I do something different? One of the questions in the step-by-step asked if the taxpayer is deceased,
Yes.
You can complete the tax return for him. But be sure you have contacted the Social Security administration per the instructions in the link below before filing his return.
Assistance with filing a return for someone who has passed away
Answer yes on the question asking if the taxpayer is deceased and any subsequent questions.
I am very sorry for your loss.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
gstanton
New Member
abrellw
New Member
bullshark30
New Member
mayhay9h
New Member
lunarisbusiness
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.