If a taxpayer is deceased and therefore unable to sign 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, ensuring that the return is sent to the executor. This will disable the E-Signature process as the returns must be manually signed.
- For Joint Returns:
- Check the box for the deceased signer.
- All signature controls and the signer experience will be disabled for that signer.
Please Note:
The Taxpayer View for these returns will default to the primary taxpayer even if they are marked as Deceased. The Spouse will not see this if the Taxpayer is marked as Deceased. All of the information in the Taxpayer View for the Spouse will be the same, but their name will be on the landing page rather than the Taxpayer's.
- For Individual Returns:
- Checking the box to mark the Taxpayer Deceased changes the return to Manual Sign.
- The Admin will enter the Taxpayer email as the email of the person who is going to sign (the person in charge of the estate).
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