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March 19, 2022
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My friend's Dad passed away in early 2022. Do I complete his 2021 tax return as if he is alive? Does the executor sign the return?

  • March 19, 2022
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    Best answer by jk-542

    We're sorry for your friend's loss. As the person passed away in early 2022, his tax return for the year 2021 would be done as if he is alive. When filing the tax return for 2022, follow the steps outlined below:

     

    1. When starting the return process, select Someone Else to the question Let’s get started. Who are you preparing this return for?
    2. Enter the name of the deceased and indicate that you're preparing the return for someone who has passed away
    3. Enter their date of death, then select Continue
    4. Complete the next sections of their return until you reach Let's get the rest of your personal info, where you'll need to provide additional personal information for the deceased. Select Continue once you've completed this section
    5. Answer questions about their residency, then select Continue
    6. Because a final return needs to be signed and mailed in, you'll then be asked for your mailing address and contact information. Be sure to enter your name under Care of
    7. Select Continue on each screen until completed
    For more information on how to file taxes for a deceased person watch our TurboTax video- Filing a final return for deceased individual.
    For more information visit our TurboTax FAQ- Can I prepare a return with TurboTax for someone who has died?
     
    Thank you for using TurboTax.

    1 reply

    jk-542Answer
    March 20, 2022

    We're sorry for your friend's loss. As the person passed away in early 2022, his tax return for the year 2021 would be done as if he is alive. When filing the tax return for 2022, follow the steps outlined below:

     

    1. When starting the return process, select Someone Else to the question Let’s get started. Who are you preparing this return for?
    2. Enter the name of the deceased and indicate that you're preparing the return for someone who has passed away
    3. Enter their date of death, then select Continue
    4. Complete the next sections of their return until you reach Let's get the rest of your personal info, where you'll need to provide additional personal information for the deceased. Select Continue once you've completed this section
    5. Answer questions about their residency, then select Continue
    6. Because a final return needs to be signed and mailed in, you'll then be asked for your mailing address and contact information. Be sure to enter your name under Care of
    7. Select Continue on each screen until completed
    For more information on how to file taxes for a deceased person watch our TurboTax video- Filing a final return for deceased individual.
    For more information visit our TurboTax FAQ- Can I prepare a return with TurboTax for someone who has died?
     
    Thank you for using TurboTax.