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cjkiernan
New Member

Deceased Return

Where do I find the 'My Info' section in the TurboTax desktop software that would enable me to note that I am completing the return on behalf of someone who passed away?   

 

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3 Replies

Deceased Return

In Desktop program it’s called Personal Info.  First item on left.   

Deceased Return

In the Personal Info section of the program when entering the individual's personal information you will come to the screen Let's check for some other situations check the box labeled I am preparing this return for (Their Name), who has passed away.

Deceased Return

In the MY INFO screens there is a screen that asks if the return is being filed for someone who passed away before the end of 2025.    Go back through those screens very slowly and carefully---read every screen top to bottom.

**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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