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Filing for a deceased family member

What if you have already filed your own taxes through turbo tax, does another account need to be made?
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5 Replies
Heather14
New Member

Filing for a deceased family member

I am sorry for your loss. 

In order to file a return for the deceased, you will need to create another account as one is necessary to file another individual tax return in TurboTax Online, but you can use your email address to create the other account, you will just choose a different User ID and password.  For instructions on how to do so, please see the following TurboTax FAQ:

https://ttlc.intuit.com/replies/3288574

Please see the following TurboTax FAQ for more information on filing a decedent return:

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

Filing for a deceased family member

I don't have any problem setting up a new account but it would be helpful if I could still import the data from the deceased person's old taxes from last filing. They used TurboTax and I can't figure out how to do that. I am the official executor of the estate.
macn
Level 1

Filing for a deceased family member

Were you ever able to find out how to import the deceased person's information to submit on their original turbotax account?

osmedd
New Member

Filing for a deceased family member

Getting an answer on how to access the deceased person's TurboTax account would be extremely helpful but I cannot find any mention anywhere on how to do this.  I have a death certificate and the estate paperwork, I should be able to access this information to assist in filing the final tax return.

 

LindaS5247
Expert Alumni

Filing for a deceased family member

So very sorry for your loss.

 

To file in TurboTax using the deceased person's TurboTax Account you would have to log into that account using the exact same user ID that was used to create the account.


If you’re having trouble signing in to the Intuit Account to access TurboTax, there is help you get in. If you lost or forgot your user ID or password or if you're locked out of your account, or recover your account if you can’t get a verification code. Read further to learn other sign-in tips and troubleshooting.


If you are unable to recover the account credentials to log in you may have to enter the deceased person's final return using a copy of their prior year's tax return.  See the link below for obtaining a copy of a prior year's tax return from the IRS.

 

When there is no executor or administrator, whoever is responsible for filing the return should sign the return and note that they are signing "on behalf of the decedent." If a joint return is filed by the surviving spouse alone, they should sign the return and write "filing as surviving spouse" in the space for the other spouse's signature.

 

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.

 


Click here for filing taxes when there is a death in the family.

 

Click here for what forms you will need when filing a decedent tax return.

 

Click here to recover your account in TurboTax.

 

Click here for how to get a copy of a prior-year's tax return.

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