Marilou

'Would greatly appreciate any help. My mother-in-law and father-in-law always file a combined tax returns. My father-in-law passed away in 2020 and I have already filed his final tax return in 2021. Now that I am filing my mother-in-law's tax return for 2021, when I carry-over their 2020 information in Ufile 2021, I can see that my father-in-law's information is also carried over. Do I just leave it blank and proceed with completing my mother-in-law's 2021 taxes, or should I create a totally new file for her?

Thanks again ! 😀

Another question please... The deceased taxpayer has tax forms that are addressed to : the Estate of xxxx and also has a tax form for a company pension that he received up to the date of his death which was also addressed to his Estate. His OAS is just addressed to himself. Am I just putting in all the income on these tax forms in his final return and doesn't to report them separately?

Thank you so much!

I had forwarded the Combined 2019 Ufile data into the 2020 Ufile software. I have managed to define the deceased taxpayer (head of the family) and also have changed the status of the surviving spose to "Taxpayer became widowed". On the deceased Taxpayer, it is asking for the type of return during the year of death. Do I choose "Final return" or "Deceased taxpayer (next year memo)" ? What's the difference? Also, is this the right way to do it? I have read in other forums that the widowed taxpayer should file a return separately.