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Someone passed away in Feb 2024


jonny

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Hi,

My dad passed away in Feb 2024 (this year) and I am trying to file his 2023 tax return. I've the following questions:

1) Can I use UFile for it? If yes, do I file it as a normal year tax return? and can this return be submitted using NETFILE?

2) In the interview question, do I select "Tax return for a deceased person"?

Appreciated for any help,

Jonny

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46 minutes ago, Geo123 said:

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.

 

 

Thank you so much Geo. 

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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?

Edited by poshty59
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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.

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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

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Hello poshty59,

You are welcome.  See below.

Deceased taxpayer next year (Memo)

Is not transmitted with the memo – is an internal memo and is not required.

Example for deceased in preceading year as memo AND following year as Deceased Return

>> If this return is for a deceased person, enter the date of death (dd-mm-yyyy). 01-06-2024

Type of return for the year of death  [Deceased taxpayer next year (Memo)]

 

image.png

>>”regular” T1 – not deceased return

 

 image.png

 

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