What Happens to Your Intuit Link (CPA Portal) Account When You Die
Quick Facts
Type
CPA document sharing
Documents
Tax docs & returns
Access
Client login required
Step-by-Step Guide
Log in to Intuit Link
Go to link.intuit.com and sign in with the decedent\'s Intuit credentials.
Download all shared documents
Download every document shared between the CPA and the decedent, including tax returns, W-2s, 1099s, and other supporting documents.
Contact the CPA directly
Reach out to the CPA whose portal this is to discuss the final return and any outstanding tax matters.
Document Now Checklist
- Download all documents from the CPA portal
- Note the CPA\'s name and contact information
- Note the Intuit account email used to access the portal
Save this to your vault
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Intuit Link (CPA Portal). This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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