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)