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March 2, 2025
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Deceased tax filing

  • March 2, 2025
  • 1 reply
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Who's information do I use when e-filing for my deceased brother.  It asks for drivers license information.  Do I use his info or mine?  His refund will be deposited into my account.  Thank you.

    Best answer by BrittanyS

    You will use your brother's driver's license.  When filing for a deceased individual and a refund is due, TurboTax provides this information, "If a refund is due, there's one more step. You should also complete and file with the final return a copy of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. "  We are sorry for your loss.

     

    See the link below for more information below:

     

    1 reply

    BrittanySAnswer
    March 4, 2025

    You will use your brother's driver's license.  When filing for a deceased individual and a refund is due, TurboTax provides this information, "If a refund is due, there's one more step. You should also complete and file with the final return a copy of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. "  We are sorry for your loss.

     

    See the link below for more information below:

     

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    nazram5Author
    March 5, 2025

    Thank you for this information.