KGL19
Level 2
02-25-2021
10:02 AM
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E-File rejected as the the SSN is for a deceased spouse.
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Level 15
02-25-2021
10:04 AM
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It happens, you have to paper file.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
AChandler
Level 1
03-07-2021
08:52 AM
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Thank you. My client also has fraud when taxes were prepared for 2019 by someone else. As a result they are also still waiting on the IRS to finish that investigation. Is it best to file a paper return each year due to the 1099-R that is a survivor benefit?
sjrcpa
Level 15
03-07-2021
09:09 AM
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The 1099-R should present no problem as it will be issued in the survivor's SSN.
The more I know the more I don’t know.