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February 4, 2024
Question

Do I need to create a new return for a deceased person or can I transfer last years return?

  • February 4, 2024
  • 1 reply
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2022 taxes filed using turbotax.
Deceased in 2023

    1 reply

    TurboTaxSusan
    February 4, 2024

    Yes, you can transfer their 2022 return. 

     

    Please note that TurboTax Online doesn't have the form needed for the sale of a principal residence by a deceased person. If you need that form, you will need to use TurboTax CD/Download, and won't be able to transfer in a TurboTax Online return.