Deceased spouse - Family head widowed
If you are the designated family head and your spouse has passed
away in the tax year, you must account for this by filing a final
return for the deceased spouse. To do so, please follow the steps
below for your file:
1- First, on the "Identification" section of the "Left
side menu on the Interview tab", choose "Widowed" to the
question "Marital status on December 31, 2021", and for
the question "Did your marital status
change in 2021?" select "Change".
2- Enter the relevant information in the Current address, CRA
questions, Revenu Quebec questions, Quebec prescription drug
insurance plan and Solidarity tax credit.
3- Back on the "Left side menu of the Interview tab",
select "Marital status change".
4- On the page to the right, for the question "Change in your
marital status in 2021", select "Taxpayer became
widowed" in the drop-down menu and enter the date of
change.
5- Subsequently, enter the information required to complete your
tax returns.
6- Under "Senior home support", choose the appropriate
option (s) from the screen to your right
Then, in the deceased person's file, follow these specific
steps:
1- On the "Left side menu of the Interview tab", select
"Interview setup".
2- On the screen that appears to the right, check the box for
"Tax return for a deceased person" and click on
"Next" at the bottom of the page.
3- Return to the "Left side menu on the Interview tab"
and select "Deceased".
4- Fill out the new page that appears to your right according to
the information that you have for the deceased spouse and choose
the "Final return" option.
5- Subsequently, enter the information required to complete your
spouse's tax returns.
NOTE: If your spouse or estate has received
a RC249 slip, be sure to enter the information
under "Post-death decline in the value" topic.
For Quebec residents, we recommend that the surviving spouse
claim the QDIP (Quebec Drug Insurance Plan) premium.
Nevertheless, this remains the individual's decision.
NOTE - You
cannot NETFILE the 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).
ID: 20211018142449DE.xml
Webpage: KPA310-20211018142449DE.htm
