Question

Can I use 2021 TurboTax to prepare Federal and State tax returns for a loved one who was deceased in October 2020? A late 1099-R arrived in 2021 after submitting 2020.

Forum|Forum|4 years ago
April 5, 2022
1 reply
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A 1099-R arrived in March 2021. I am trying to prepare my loved one's tax statement for 2021. I already prepared his 2020 statements, in which all but the late 1099-R was included.
Turbo Tax 2021 did not allow me to enter the real date of passing (2020). It required a date in 2021. This also led to my having to answer the question about the 3rd stimulus check in 2021 as No (i.e. not received), which then calculated a $1400 credit, which is wrong, since the date of passing was in 2020. Do I have to prepare my tax statement for my loved one manually instead of using TurboTax?

TurboTax Online

D

DianeW777

No. The final return of the decedent must be completed in the year of death or 2020 in your case. I am sorry for your loss.

You can use TurboTax 2020 to prepare an amended tax return. If you already have an account for your loved one for 2020 you can simply amend that return. If not you can use the link here to prepare a 2020 tax return and then amendment. It requires the purchase of the CD/Download version of TurboTax.

How do I prepare a 2020 return?
- The late Form 1099-R that arrived in March, 2021 must be added to the 2020 tax return.

If you would like to use paper returns and prepare the amended return yourself you can print Form 1040-X and instructions. Include a copy of the Form 1099-R when you mail the return and any other form if there is federal withholding from the original return.

Please update here if you have more questions.

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A

anaretti1-gmail-Author

Thank you for your reply.
What about the New York State IT-201?

T

ThomasM125

You can amend the New York form IT-201 in TurboTax as well as the federal return. You will be instructed to amend it after you complete your adjustments in the federal return.

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