We need to file taxes for our deceased family member who used FreeTaxUSA.
We need to file taxes for our deceased family member who used FreeTaxUSA. How can we do this?
Answers
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Hello,
I am sorry to hear of the passing of your family member. You can still file with FreeTaxUSA for the deceased family member. You need to pay attention to the Personal Information at the start of the tax inputs. There is a question "Has this person passed away before the filing of this tax return?" that will allow you to input the date of death.
The tax return will post the Date of Death on the Form 1040. If needed, you may need to print a Form 1310 if there is a refund present on the filing of the tax return and you aren't a surviving spouse or court-appointed executor.
If you are not able to access the existing FreeTaxUSA account, you can create a new account and follow the advice in this note to file the return.
Input the income that was received by the person (while alive) as usual and follow the prompts for how to file as normal. The software will prompt you on any extra paperwork needed and where to send it.
This article is a resource for more information.
