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I'm trying to file for my Mother who died last year,2016

Forum|Forum|7 years ago
June 3, 2019
4 replies
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$$ was in a Trust that was depleted while she was in a Nursing home

TurboTax Free Edition Online

Best answer by Irene2805

I'm sorry for your loss. You can create a return in TurboTax for your mother. Prepare the return with your mother as the taxpayer (as if she will doing the return herself).

During the interview you will see a screen Do Any of These Apply to [your grandmother's name]?

Mark the box Passed away before filing this return.
Enter her date of death in the box provided and click Continue.
As you continue through the interview TurboTax will ask you for additional information if needed.

If you missed that screen, you can enter the information in the Personal Info section:

Click on the Personal Info tab.
Click on Edit next to your mother's name. [See Screenshot #1, below.]
In section #3, mark the box that I'm preparing this return for [mother's name], who has passed away. [Screenshot #2]

The following FAQ contains additional information on e-filing a return for a deceased person:

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

S

SeanE1

Employee

I am very sorry for your loss! What is your question?

W

web0ster4256

how do I find last year's return for my mother, Johnnie L. Garrison

VolvoGirl

Employee

First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used <a rel="nofollow" target="_blank" href="https://myturbotax.intuit.com/account-recovery/">https://myturbotax.intuit.com/account-recovery/</a>

Online is only good for one return sonif If you used the same account to do another return like yours then the second return overwrote the first one and it is gone.

Or you used the Desktop CD/Download program. Then the only copy is on your computer.

I

Irene2805Answer

I'm sorry for your loss. You can create a return in TurboTax for your mother. Prepare the return with your mother as the taxpayer (as if she will doing the return herself).

During the interview you will see a screen Do Any of These Apply to [your grandmother's name]?

Mark the box Passed away before filing this return.
Enter her date of death in the box provided and click Continue.
As you continue through the interview TurboTax will ask you for additional information if needed.

If you missed that screen, you can enter the information in the Personal Info section:

Click on the Personal Info tab.
Click on Edit next to your mother's name. [See Screenshot #1, below.]
In section #3, mark the box that I'm preparing this return for [mother's name], who has passed away. [Screenshot #2]