Filing a return for the deceased family head -
Deceased in the year
To enter information for a deceased Family Head in the
taxation year, 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 - Select "Interview setup" and on the
right-hand side of the screen, check the box "Tax return for a
deceased person" and click "Next" at the bottom of the
page.
3 - On the "Left side menu on the Interview tab" a new
section "Deceased" has been added, click on it and on the
screen to your right, in the first field, enter the date of death
and select the type of return for the year of death; Please note
that you cannot file other types of returns with this program, but
you can indicate if you have already filed optional returns in the
"Information from optional returns for the purpose"
section.
4 - Complete the data entry of the person who died.
If the deceased person had a spouse, please follow the
following procedure:
1 - In the file of the spouse, ''Marital status
change'' will be added by the program.
2 - On the page to your right on the line "Change in your
marital status in 2021" in the dropdown menu, choose the
"Taxpayer became widowed" option and enter the date of
death.
Page 1 of both the federal and Quebec tax returns will display
"Estate of the late" in the first name field, and the date
of death will be noted.
The federal return cannot be submitted via NETFILE, it should
be printed and sent by mail in accordance with CRA
regulations.
Howeve r,if you are a Professional tax preparer, you can EFILE
the tax return federally, while Quebec residents can file the
return using NetFile.
ID: 20201209132914NA.xml
Webpage: KPA310-20201209132914NA.htm
