Topics -- Deceased persons: Preparing their tax returns

General information

• What to do when someone has died

Guides

• RC4111 - What to Do Following a Death
• RC4177 Death of an RRSP Annuitant
• RC4178 Death of a RRIF Annuitant
• T4011 Preparing Returns for Deceased Persons

Forms

• T1090 Death of a RRIF Annuitant - Designated Benefit
• T2019 Death of an RRSP Annuitant - Refund of Premiums
• T2069 Election in Respect of Amounts Not Deductible as Reserves for the Year of Death
• T2075 Election to Defer Payment of Income Tax, Under Subsection 159(5) of the Income Tax Act by a Deceased Taxpayer's Legal Representative or Trustee
• TX19 Asking for a Clearance Certificate

Other publications

• IC82-6, Clearance Certificate
• IT326R3 Returns of Deceased Persons as Another Person