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Deceased taxpayer option for 1040 returns

Adjust the signing process for 1040 returns when a taxpayer or spouse has passed away and can't sign tax documents.
Follow these steps to ensure the tax return for a deceased individual is routed correctly so the executor or responsible party can fulfill the tax obligations.

Joint returns

When a taxpayer is marked as deceased but a living spouse exists, all signature controls and the signing experience are turned off for the deceased signer. The living spouse signs the return normally.
note
  • The
    Taxpayer View
     defaults to the primary taxpayer, even if they are marked as deceased.
  • If the
    Taxpayer
     is marked as deceased, the spouse can't access the Taxpayer View.
  • The
    Taxpayer View
     for the spouse contains the same information, but the spouse's name appears on the landing page instead of the taxpayer's.
Mark the
Deceased
 checkbox to mark the taxpayer or spouse as deceased.

Individual returns

When the taxpayer on an individual return is marked as deceased, the return switches to a manual sign process for the recipient.
  1. Enter the responsible party's email address in the
    Email
     field.
  2. Mark the
    Deceased
     checkbox to mark the taxpayer as deceased.

This article applies to:

  • Product: safesend
  • Return type: 1040 Individual
  • Subject: Signature, PIN options
  • Audiences: Staff