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Deceased T1 status

Always a first for everything.
Client passed away in March 2020. On her 2019 T1 should enter DOD or leave it blank?

I enter in the date of death on the T1. Letter then gets addressed to estate, and it serves as a secondary notification to CRA. You would also have six months from DOD to file 2019 return.

"Always a first for everything.
Client passed away in March 2020. On her 2019 T1 should enter DOD or leave it blank?"

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One of the possibilities you were considering is just not declare DOD on the T1, but rather just efile with a “change of address” to the cemetery, and go there at midnight one ghostly night to get the spirit of the deceased to sign their own name on the T183? (and write you a cheque to pay you for your engagement)

I would think it is a lot less scary just to do as @ddickca suggests…
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Also, technically, your “client” did NOT pass away… your “former client” might have… your “client” is now the Executor of the Estate, and you will have obtained a new formal Engagement letter from them, yes?

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Actually Joe, as a long term personal friend of mine I still consider her a CLIENT and not just some vague past revenue source.
But I do entertain your cemetery scenario where I could meet my NEW CLIENT, i.e. EXECUTOR OF THE ESTATE, formal new Engagement Letter & T183 (already properly redacted) in hand for his signature… and the cheque of course!

There is a difference between “considering unlawful deed” and seeking second opinion.

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Just wondering…were you an Auth Rep prior to her passing, and did you keep or lose your Auth Rep status?

I’m still waiting for one to be restored…

Yes I was and it is still valid. Death certificate is on her CRA account.

The Efile system keeps giving me an invalid postal code for Heaven.

I wonder if the system knows the decedent didn’t make it upstairs? :smiley:

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Try H0H 0H0. Santa would love some company. :airplane: :snowflake: :cold_face:

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