I filed a joint return in which the taxpayer is deceased. The date of death is listed on the return. I had no problem with the original return. The E-file was accepted by the IRS. Then the spouse found another 1099 in which required her to file an amended return. This time, the IRS rejected the amended return because the taxpayer's social security was locked by the social security administration, because it belonged to a person that is deceased. The amended return clearly states the date of death of the deceased taxpayer so of course his social security number belongs to a deceased person! What am I supposed to do with this? Does the IRS suddenly not want us to file a tax return for a person who died during the tax year?
I've never had an issue filing a return for a deceased client, but a number of folks have posted here over the years saying that they had issues because of the issue you are having. Simple solution - paper file.
This is an area that definitely needs work. The IRS should allow efile for any tax years up until date of death (which they should already get from SSA). If the taxpayer died in 2024 there's no reason for them to reject a 2024 return. They should absolutely reject a 2025 return. And since amended returns get processed manually anyway, why not let the preparer enter the data into the IRS computer (via efile) so the IRS personnel don't have to (and risk keying in something for the wrong amount or on the wrong line).
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