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Husband died in 2022

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My husband died in 2022 and I completed his 2022 taxes last year.When I go to review 2023 taxes for me it gives an error that I have to fill in his details. Do I now have to delete my husbands name off the file in order to complete my taxes?


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Hello DonnaL,

If your husband passed away and was the family head, meaning he was the first person entered into the program, you will have to start a new file for yourself. No need to delete any information in the file. 

If you were the family head and your husband was the spouse, you will have to delete your husband's file by clicking on "delete selected" in the "Interview" section.

This action will only delete the current year file and all others will remain intact.

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  • 3 weeks later...

I have the same situation described above, my husband passed away in 2022 and was the head of the family.


Does your answer, mean that I have to start from scratch and none of my carry fwds will be done for me or is there a way to have it done when creating a new file?

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Hello SPO,

The above was a special situation.  

Deceased Family Head/ Deceased FH / FH deceased
You can file the return for a person who passed away in the current tax year and was the designated family head. To do so, please follow the steps below:
1. On the ''Left side menu on the Interview tab", select the "Identification" page and for the question "Did your marital status change in 2023?" reply "No change" because the deceased person does not change their marital status;.
2. Still on the "Left side menu on the Interview tab", click on "Interview setup" and on the page that appears to the right, check the box for "Tax return for a deceased person". Also, choose the group needed to complete your tax return and click on "Next" at the bottom of the page.
3. Return to the "Left side menu on the Interview tab" and click on "Deceased".
4. Complete the page with the date of death and indicate if you have filed optional returns. On the line "Information from optional returns for the purpose" indicate the amount of the optional net income; this will be used for the purpose of calculating the family income of schedules B, C and K
5. If the estate received an RC249 slip for the impairment of an RRSP or RRIF, enter the amount shown on the RC249 slip under the heading ?Post-death decline in the value? which will be generated automatically. In the spouse's file, the program will automatically generate the "Marital status change" in the "Left side menu on the Interview tab".

Enter the required information in the "Change of marital status in 2023 " mainly on the line "Change in your marital status in 2023 " in the drop down menu on your right, choose "Taxpayer became widowed" and enter the date of death of your late spouse.
Also, the program will automatically generate the widowed marital status on the federal return and for residents of Quebec, on page 1 of the Quebec return to the section "Information about your spouse December 31 2023 " will be entered on line 37 the date of the of death of the family head.
NOTE - You cannot NETFILE the CRA tax return of a deceased individual, as per CRA rules. You must print and mail it. (However, if you are a professional tax preparer, you can file the return through EFILE.)
For residents of Quebec, you can file your Quebec tax return through NetFile Québec.
Deceased returns

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