About the return for a deceased person ?

Enter the date of death so that TaxChopper knows it is a "final" return.

1. Click "Interview Setup" under "Start Point" or under "Account & Personal" on the left.
   
2. Tick the box "Newcomer, Deceased or Emigrant" on the right and click Next.
   
3. Click "Special Date" on the left to get to the page, then enter the date of death and click Next.

Note: If the person has a surviving spouse, you can still prepare two returns coupled together. Make sure that:

1. At the "Basic Information" page of the deceased, the marital status should be married/common-law (on the date of death, or tax year end), also answer "No" to the question "Was your marital status changed?".
   
2. At the "Basic Information" page of the surviving spouse, select Widowed for marital status at end of tax year, answer "Yes" to the question "Was your marital status changed?".

For more information about preparing a final return, you can read CRA guide here.

Note: NETFILE does not accept final returns. You need to Paper file the return instead of electronically. How to file a PAPER return?

Simple view:

Expert view: