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    Deceased

    rcwood1957
    Level 2

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

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    Just-Lisa-Now-
    Level 15
    Level 15

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


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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    2 Comments 2
    ljr
    Level 9

    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-
    Level 15
    Level 15

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


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪