Filing a tax return for a deceased person

[cgodin]

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

[Geo123]

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

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   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