poshty59

DKMY...same as the return I was preparing. CRA had already been notified of taxpayer's death in Feb 2024 and I couldn't netfile the 2023 return.

Thanks Geo123...but when would the "Deceased taxpayer next year (memo)" option be used? What would happen if I chose this? This is what's confusing when you say "Deceased taxpayer next year (memo) is for the deceased in the year prior to death (2023)" but then say to do it as a normal return. Sorry for being a pest

Thanks I guess I'm not quite getting it. Why would you not use this option when preparing the 2023 return as you replied to Jonny above? Hello jonny, 1) For 2023 do as a normal tax return and Netfile it. Do not enter deceased 2) For 2024 do as a deceased return - which must be mailed.

I am also preparing a 2023 return for someone who passed away in February 2024. Just to clarify...I do NOT choose "Deceased taxpayer next year (memo)" option and the "Final Return" for 2024 return? When would the "Deceased taxpayer next year (memo)" be used?

Under "Other Deductions & Credits" then down to "Other Credits"

Family head deceased in 2021 & filed final return in 2022. Now preparing 2022 return for widow but wants information for the family head. Can I remove him as family head or specify somewhere that no return is required?