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Filing for 2020 return for a deceased taxpayer and surviving spouse


Marilou
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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.

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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? 

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Hi Marilou.  The amounts will usually be reported on the Final return. However any amounts that were received after death that were owing before death can be reported on a separate return. For instance. OAS and CPP are received at the end of the month. If the date of death was before those amounts were received you can file a Rights & Things return for the amounts received after death. That can reduce the income tax to pay or increase a refund.

The fact that the address is to the Estate really is meaningless for tax purposes.

There are some considerable tax advantages to be achieved when dealing with a deceased persons returns.

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  • 1 month later...

Can I use Ufile to file my deceased father's final return?   I have prepared it all on ufile, but am getting an error message when I try to file that says "deceased".   But the government instructions say I can efile this return.  

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Thanks, But the CRA document, T4011, Preparing Returns for Deceased Persons, page 11, Chapter 2, Final return, first paragraph says " The final return can be E_filed or paper filed."  

Based on some of the other comments I'm seeing this may be new this year?  

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21 hours ago, MGB said:

Thanks, But the CRA document, T4011, Preparing Returns for Deceased Persons, page 11, Chapter 2, Final return, first paragraph says " The final return can be E_filed or paper filed."  

Based on some of the other comments I'm seeing this may be new this year?  

There are two electronic filing systems: Netfiling and Efiling. Tax professionals use Efiling, individuals on software like UFile, Netfile. The CRA does not allow final returns to be Netfiled. You don't have to print out the complete return, only those pages that have the designation at the top of the page. Then mail them in.

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  • 2 weeks later...

I am having issue with transimiting 2020 return for a deceased person using netfile through Ufile software. I selected all the applicable details for Final Return and it is giving me an error that that Return cannot be transmited as it is for a deceased person. see below screenshot

can someone help?

Capture.PNG

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