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Filing on behalf of deceased parent


ClaireB

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Hello ClaireB,

Deceased returns

https://www.youtube.com/watch?v=dwTF5nk3cAs

SITUATION 1 -    Family head - the widow(er), Spouse - the deceased person
*************************************************************************************************
   FAMILY HEAD:
     In the Left side menu, select 'Identification':
           Marital status on December 31: 'widowed'
           Did your marital status change? - 'Change'.
 
    Return in Left side menu and select "Marital status change”:
           Change in your marital status - 'Taxpayer became widowed'
           Date of change in your marital status - enter the date of change.
           Enter the other information (if applicable).
 
    SPOUSE:
       In the Left side menu, select 'Identification':
       In OTHER PERSONAL SITUATIONS tick the box 'Tax return for a deceased person'. Click Next.
  
      Return in Left side menu and select 'Deceased'
             Date of death - enter the information.
             Type of return for the year of death:  'Final return'.
             Click Next.
 
SITUATION 2 - Family head - the deceased person, Spouse - the widow(ed)
**************************************************************
   FAMILY HEAD:
    Open your tax return and go in 'Identification' section of Left side menu:
           Marital status on December 31: 'Married' or 'Common-law spouse'
           Did your marital status change? - 'No change'.
 
   Go to ‘Interview setup'.  In OTHER PERSONAL SITUATIONS tick the box 'Tax return for a deceased person'. Click Next.
  
     Return in Left side menu and select 'Deceased'.
             Date of death - enter the information.
             Type of return for the year of death:  'Final return'.
             Click Next.
    SPOUSE       
     Marital status change:
           Change in your marital status - 'Taxpayer became widowed'
           Date of change in your marital status - enter the date of change.
           Enter the other information (if applicable).

 

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