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📋 Taxes at Death

What Happens to Your TurboTax Account When You Die

High urgencyTax returns
Download ALL prior-year tax returns immediately. TurboTax retains returns for 7 years but access can be lost if the account is closed. A final tax return may need to be filed for the year of death.

Quick Facts

Data at risk

All prior-year returns

Download window

7 years of returns

Final return

May need filing

Step-by-Step Guide

1

Log in to TurboTax Online

Go to turbotax.intuit.com and sign in with the decedent\'s Intuit account credentials.

Go to page
2

Download all prior-year returns

Navigate to Tax Home → select each prior year → download the PDF of the full return including all schedules and worksheets.

3

Check for unfiled returns

Look for any in-progress or started-but-not-filed returns. These may indicate tax obligations that still need to be addressed.

4

File the final return if needed

A final Form 1040 must be filed for the year of death. Consider working with a CPA for this filing, as it has special rules.

5

Cancel any TurboTax subscriptions

Check for TurboTax Live or other active subscriptions and cancel them to avoid future charges.

Document Now Checklist

  • Download all prior-year tax returns as PDFs
  • Note the Intuit account email and credentials location
  • Check for any unfiled or in-progress returns
  • Note any active TurboTax subscriptions

Last verified: June 2026. Platform policies may change. Verify current procedures directly with TurboTax. This guide is for informational purposes only and does not constitute legal advice.

Related Guides

Final Income Tax Return (Form 1040)

The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.

Estate Income Tax (Form 1041)

Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.

Estate Tax Return (Form 706)

Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.

Browse all 1,800+ platform guidesDigital Readiness ScoreFinal Income Tax Return (Form 1040) guideEstate Income Tax (Form 1041) guide

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