Skip to main content
Level 2
May 14, 2021
Solved

Deceased

  • May 14, 2021
  • 2 replies
  • 21 views

Can a deceased's client return be efiled or does it have to be paper filed?

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Yes, unless IRS has already locked their SSN.  You won't know until you get the rejection.

2 replies

ljr
Level 9
May 14, 2021

Like every other answer to a tax question it depends. I've e-filed for deceased clients that went fine and I had some that could not e-file. Depends on if it is a single return or a joint surviving spouse. If they are getting a refund or not (Form 1310). How did you answer the will/executor questions usually causes it to not e-file. I always complete the return as if I will e-file it then see if there are any errors preventing it.

Just-Lisa-Now-
Intuit Community Champion
May 14, 2021

Yes, unless IRS has already locked their SSN.  You won't know until you get the rejection.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪