2108 Turbo Tax requires a 2018 Date of Death! I need to file a 2018 return with a 2017 Date of Death, how do I override this?

[jeffferguson2019]

2108 Turbo Tax requires a 2018 Date of Death! I need to file a 2018 return with a 2017 Date of Death, how do I override this?

[Rachel_W · Accepted solution]

You cannot file a 2018 Form 1040 for someone who died in 2017.

Income received after the year of death is called "Income in Respect of a Decedent".  It should be included on the Estate's Fiduciary Return, Form 1041, or the beneficiaries 2018 return. 

Click this link for the 2018 IRS Pub 559: Survivors, Executors, and Administrators, Page 9 for more details.

[jeffferguson2019]

Thank you so much, RachelW!