ClaireB Posted April 29 Report Share Posted April 29 I need to file my late mothers final taxes. Do I need to make a new ufile account (or log in through her old one) or can I do it through my account? Any guidance would be appreciated. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 29 Report Share Posted April 29 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). Quote Link to comment Share on other sites More sharing options...
ClaireB Posted May 29 Author Report Share Posted May 29 On 4/29/2024 at 4:52 PM, Geo123 said: 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). My mother was divorced so the only one in her household. Do I need to make a new account for her? Can I use my account? Quote Link to comment Share on other sites More sharing options...
Geo123 Posted May 29 Report Share Posted May 29 Hello ClaireB, You would use the existing account with your mother as Family Head. FAMILY HEAD: Open your tax return and go in 'Identification' section of Left side menu: Marital status on December 31: 'Divorced' 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. Quote Link to comment Share on other sites More sharing options...
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