2019 T4A for a person who passed away in 2018
A family member passed away in 2018. In 2019, I filed her last tax return having selected “Filing on behalf of another person” and then “Deceased” option in TurboTax. I had no issues with the process.
Last week, a 2019 T4A tax receipts arrived; it was addressed to her estate (I’m the executor). This is for the defined benefit pension plan that she selected and signed for *prior* to her passing in 2018. She died unexpectedly and never received the money on time. Thanks to bureaucracy and carelessness, the lump sum was not officially paid out until 2019. I tried to use the same process that I used last year to file a tax return for a deceased person, but upon entering the date of death, TurboTax does not proceed any further showing the following error message “The year of death cannot precede the current tax year”. I tried another tax software I found online called "StudioTax", and that program too restricts the year of death to 2019/2020 only.
Additionally, a “Reimbursement Of Benefit Paid During A Previous Year” on a pink slip was delivered. This was addressed directly to her (not the estate), but had my name as “Care Of”. TurboTax help page says that this goes under the “Other Deductions” option.
Getting through to the CRA right now is a nightmare. I’m hoping that you can help me figure out how to deal with this situation. What do I do in this situation?
Last week, a 2019 T4A tax receipts arrived; it was addressed to her estate (I’m the executor). This is for the defined benefit pension plan that she selected and signed for *prior* to her passing in 2018. She died unexpectedly and never received the money on time. Thanks to bureaucracy and carelessness, the lump sum was not officially paid out until 2019. I tried to use the same process that I used last year to file a tax return for a deceased person, but upon entering the date of death, TurboTax does not proceed any further showing the following error message “The year of death cannot precede the current tax year”. I tried another tax software I found online called "StudioTax", and that program too restricts the year of death to 2019/2020 only.
Additionally, a “Reimbursement Of Benefit Paid During A Previous Year” on a pink slip was delivered. This was addressed directly to her (not the estate), but had my name as “Care Of”. TurboTax help page says that this goes under the “Other Deductions” option.
Getting through to the CRA right now is a nightmare. I’m hoping that you can help me figure out how to deal with this situation. What do I do in this situation?