Deceased Taxpayer Option for 1040 Returns

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 the taxpayer and spouse information in the Client Info tab to adjust the signing process in this case. 

Joint Returns

All signature controls and the signer experience are disabled for the deceased signer when there is a living spouse. The living spouse signs the return normally as outlined in the Client Experience article. 

Please Note:

The Taxpayer View for these returns defaults to the primary taxpayer even if they are marked as deceased. The Spouse does not see this if the Taxpayer is marked as deceased. All of the information in the Taxpayer View for the Spouse is the same, but their name is on the landing page rather than the Taxpayer's.

1. Select the Deceased checkbox to mark the taxpayer or spouse as deceased. 

Individual Returns 

Checking the box to mark the Taxpayer Deceased changes the return to a Manual Sign process for the recipient.

1. Enter the responsible party's email address in the Email field. 
2. Select the Deceased checkbox to mark the taxpayer as deceased.