PA Final Return for Deceased Taxpayer

Forum|Forum|1 year ago
February 20, 2025
1 reply
0 views

Sadly, my cousin passed away this year at only 42.

TT says you're not allowed to file a PA final return?

Per his 1 and only W2, he paid all his PA state taxes and owes zero and is owed zero (no refund).

Can someone please confirm that means take NO action, just NO PA return and no further action?

Thank you!

Best answer by Vanessa A

So are there additional forms to fill out to let them know this is the final PA return?

Would the executor sign the PA-40?

Go back to the PA interview questions. Say NO to the final return. Then you can go back to forms mode. It will still show as deceased on the return. The final return is for someone moving out of the state. Marking it as deceased is all you need to do.

Vanessa A

No. You would still file his final return and mark the box that says deceased on the PA 40. Where does TurboTax say you cannot file a final PA return?

The fiduciary (executor, administrator, or other person charged with caring for the decedent's property) must file the tax return for an individual who died during the tax year. The fiduciary files the return as "Deceased," and reports all income the decedent received from the beginning of the tax year to the date of death. Any return filed for a deceased individual must show the date of death on the appropriate line. Brief Overview and Filing Requirements