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Can I efile a tax return for a deceased taxpayer ?

BookWorx
Level 1
 
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sjrcpa
Level 15

I never can, but Lisa seems to have all the luck.

EDIT: I can efile a MFJ return when one of the spouses has died.

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6 Comments 6
Just-Lisa-Now-
Level 15
Level 15

Sometimes SSA locks out the SSN, but otherwise, yes.   


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15

I never can, but Lisa seems to have all the luck.

EDIT: I can efile a MFJ return when one of the spouses has died.

Just-Lisa-Now-
Level 15
Level 15
I havent had one kicked back in a looong time.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BookWorx
Level 1

Thank you ALL for the quick responses.  I've got two married clients that each have one spouse that has passed away.  So I will try to e-file those returns during tax season.  Happy Thanksgiving to ALL.

sagarcpa
Level 4

Lisa - If the error code for e-file says that SSA has locked the SSN, there is no way to e-file?  Don't want to wait for an hour for technical service if this is going to be the answer...

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IRonMaN
Level 15

The average age of my client base is about 114 so it isn’t that unusual for me to file returns for deceased folks and I don’t recall having any issues e-filing those returns .  Of course you can’t e-file any returns for dead or living folks right now since the IRS has e-filing shutdown until January.


Ukraine - hang in there