Preparing a deceased taxpayer's final return

Complete a return for a deceased taxpayer who is single

Enter the date of death in the Production section of the deceased taxpayer's Info form.

Complete a return for a deceased taxpayer who is married

1. Enter the date of death in the Production section of the deceased taxpayer's Info form.
2. On the surviving taxpayer's Info form, change the marital status to widow.
3. Enter the date that the taxpayer's marital situation changed; this is the date of death of the taxpayer's spouse or common-law partner.

Carry forward a coupled deceased return

When carrying forward a coupled file in which one spouse files a deceased return for the previous taxation year, ProFile automatically only carries forward the return for the surviving taxpayer.