cgodin Posted July 14 Report Share Posted July 14 Hello, How do I file a return for a deceased person? My father passed away in 2023. I filled out his tax details like in previous years using ufile. When I tried to efile his return, I got a message saying the I can't do it. How do I file his 2023 tax return? Regards, Carole Godin Quote Link to comment Share on other sites More sharing options...
Geo123 Posted July 15 Report Share Posted July 15 Hello cgodin, The software allows you to prepare the final return of a person who died during the tax year. Note that the tax return must be mailed. For more information about the tax implications following the death of a taxpayer, please visit the following links: CRA: http://www.cra-arc.gc.ca/tx/ndvdls/lf-vnts/dth/menu-eng.html Revenu Québec: http://www.revenuquebec.ca/en/citoyen/situation/deces/default.aspx 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). Deceased returns https://www.youtube.com/watch?v=dwTF5nk3cAs Quote Link to comment Share on other sites More sharing options...
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