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March 6, 2022
Question

How do I file a return for my mother who passed away in 2021?

  • March 6, 2022
  • 1 reply
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1 reply

LenaH
March 6, 2022

When you start the return, TurboTax will ask who you’re preparing the return for. Select Someone else. You’ll be prompted to enter your mother's date of death. TurboTax will then guide you through the rest of the interview, addressing the interview to the deceased. You’ll answer the questions and enter info as the deceased would if they were preparing the return themselves.

 

The IRS will allow tax returns for deceased taxpayers (also called decedent returns) to be e-filed. However, before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death. You can either go to their website or call 1-800-772-1213.  

 

Many (but not all) states allow decedent tax returns to be e-filed as well. TurboTax will guide you when you get ready to e-file the state return.

 

I am sorry for your loss. 

 

For more information, please see How do I file a final return for someone who has passed away?

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