To file a 2012 income tax for a deceased client can we print off a 2011 form with the new information and change the date and send it to ccra without doing a manual form from ccra?

Answer

Tricky - To do this type of return, you need to start a new 2011 T1 and select Use rates for 2012 in the “Type of return” section of the main, Personal Information page. For the first name, enter as “The Estate of the Late (First Name)”. Also, enter the date of death, and click “Yes” to “Is this an Early Filed or Elective deceased return?”

You will have to manually enter any carry forward amounts such as capital or non-capital losses, UCC, etc., and then enter in the income and expenses as normal. When complete, you must override “For planning purposes only” with “Final return” on the T1 jacket.

Now, print the return and, on the T1 jacket, manually write 2012 in place of 2011. The return can then be mailed to CRA for processing.
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