How do I file an individual income tax return for a deceased person?
- enter the required taxpayer information on the "Personal Information" screen;
- check the box to indicate that a taxpayer has passed away prior to filing this return;
- complete the new fields that are displayed for the individual who passed; and
- use an electronic signature, required for submitting the return, which is the only signature needed.
- print your name and your spouse's name on the appropriate lines;
- write "deceased" and the date of death above your spouse's name;
- sign your name in the area provided for your signature; and
- write "filing as surviving spouse" in place of the decedent's signature.
- print the name of the taxpayer on the appropriate line;
- write "deceased" and the date of death above the decedent's name; and
- write "in care of," and the representative's name and address.
- What are the different methods of filing the individual income tax return?
- How do I get a refund if I filed a joint return and am injured spouse?
- How far back can I file an amended return to claim a refund based on a state change only?
- How do I get a refund if I am granted innocent spouse relief?
- Does the department pay interest on refunds?
If you are filing using MyTax Illinois, follow the instructions below.
If you are filing a joint return as a surviving spouse or if you are filing on behalf of a single deceased taxpayer,
If you, as the surviving spouse, are due a refund, the refund will be issued directly to you.
If you are filing a paper Form IL-1040, follow the instructions below.
If you are filing a joint return as a surviving spouse,
If you, as the surviving spouse, are due a refund, the refund will be issued directly to you.
If you are filing a return on behalf of a single deceased taxpayer,
A personal representative, such as an executor or administrator must sign and date the return. The representative's title and telephone number must be provided. If a refund is due, attach Form IL-1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.
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