Deceased family head - Current year
You can file the return for a person who passed away in the
current tax year and was the designated family head. To do so,
please follow the steps below:
1. On the ''Left side menu on the Interview tab",
select the "Identification" page and for the question
"Did your marital status change in
2021?" reply "No change" because
the deceased person does not change their marital
status;.
2. Still on the "Left side menu on the Interview tab",
click on "Interview setup" and on the page that appears to
the right, check the box for "Tax return for a deceased
person". Also, choose the group needed to complete your tax
return and click on "Next" at the bottom of the page.
3. Return to the "Left side menu on the Interview tab"
and click on "Deceased".
4. Complete the page with the date of death and indicate if you
have filed optional returns. On the line "Information from optional
returns for the purpose" indicate the amount of the optional net
income; this will be used for the purpose of calculating the family
income of schedules B, C and K
5. If the estate received an RC249 slip for the impairment of an
RRSP or RRIF, enter the amount shown on the RC249 slip under the
heading ?Post-death decline in the value? which will be generated
automatically. In the spouse's file, the program will automatically
generate the "Marital status change" in the "Left side
menu on the Interview tab".
Enter the required information in the "Change of marital
status in 2021 " mainly on the line "Change
in your marital status in 2021 " in the drop
down menu on your right, choose "Taxpayer became widowed"
and enter the date of death of your late spouse.
Also, the program will automatically generate the widowed
marital status on the federal return and for residents of Quebec,
on page 1 of the Quebec return to the section "Information about
your spouse December 31 2021 " will be
entered on line 37 the date of the of death of the family head.
NOTE - You cannot NETFILE the CRA tax return of a
deceased individual, as per CRA rules. You must print and mail it.
(However, if you are a professional tax preparer, you can file the
return through EFILE.)
For residents of Quebec, you can file your Quebec tax return
through NetFile Québec.
ID: 20201105103752NA.xml
Webpage: KPA310-20201105103752NA.htm
