Deceased Taxpayer Option for 1040 Returns

 

At some point, you will have a taxpayer who is deceased and therefore unable to sign any documents. The executor is responsible for ensuring that any tax is paid. 1040 Returns have a "Deceased" checkbox underneath their information in the "Client Info" tab, which will allow you to ensure that the return is sent to the executor.

 

 For Joint Returns:

    • Check the box for the deceased signer
    • All signature controls and the signer experience will be disabled for that signer
  • For Individual Returns:
    • Checking the box for deceased taxpayer changes the return to a manual sign
    • Admin will enter Taxpayer email as the email of the person who is going to sign (person in charge of the estate)

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