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Level 2
Aug 15, 2021 7:31 PM UTC
Solved

Final 1040

I filed attempted to file a final 1040 on my mother after her passing away.  It was rejected because her SS# was on return.  I now have an EIN for the estate.  Should I use the EIN on the final 1040?

 

Thanks

    Level 15
    Aug 15, 2021 7:42 PM UTC

    @cbenf wrote:

    ....Should I use the EIN on the final 1040?


    No. You should print and mail her final return containing her social security number.

    10 replies

    Level 15
    Aug 15, 2021 7:42 PM UTC

    @cbenf wrote:

    ....Should I use the EIN on the final 1040?


    No. You should print and mail her final return containing her social security number.

    cbenfAuthor
    Level 2
    Aug 15, 2021 9:34 PM UTC

    Is that why it was rejected as efile?

    Level 15
    Aug 15, 2021 9:39 PM UTC

    The Social Security Administration will lock a number after being notified that an individual is deceased and the IRS will then typically reject an e-filed return.

    Level 15
    Aug 16, 2021 5:13 PM UTC

    The form 1040 should include all income paid up to the date she died.  It must be filed under her SSN.  If the IRS has blocked the SSN to prevent identity theft, you must print and mail the return.  You also must sign the return, which you can't do electronically when e-filing under her name.

    https://www.irs.gov/taxtopics/tc356

     

    The form 1041 would be used for the estate tax return, if the estate has taxable income after her death.  It must use the estate EIN.  This return would require Turbotax Business to prepare, which is only available as a download or CD for the PC, there is no Mac or online version. 

    cbenfAuthor
    Level 2
    Aug 19, 2021 1:28 PM UTC

    Thanks to all the responses.  You have definitely helped me solve my situation.

    Carl
    Level 11
    Level 11
    Aug 22, 2021 12:10 AM UTC

    When someone passes away, and those handling the final arraignments actually do their job (usually the funeral home) the Social Security Administration is notified of their passing. In turn, the SSA notifies the IRS. The IRS then locks the SSN of the deceased person so it can't be used fraudently. One (of many) errors you will get when attempting to e-file a return with a locked SSN on it is "SSN LOCKED". When that happens, that's your indication that those who handled the final arrangements actually did their job. You have no choice but to print, sign and mail the return.
    Sometimes, you might have to include the IRS Form 1310 with the mailed return if a refund is due on it. That form is not included in TurboTax. But you can print a blank one to file out and sign at https://www.irs.gov/pub/irs-pdf/f1310.pdf.  Additionally, it may be necessary to include in your mailing any documentation that allows you to legally sign the return of a deceased person. Something like a court document appointing you as the administrator of the person's estate may suffice.

     

     

    Level 15
    Aug 22, 2021 12:28 AM UTC

    @Carl11_2 wrote:

    Sometimes, you might have to include the IRS Form 1310 with the mailed return if a refund is due on it. That form is not included in TurboTax. 


    Form 1310 actually is included in TurboTax.

    Level 2
    Apr 14, 2022 2:09 AM UTC

    This tax return is for my son he is disabled and asked me to help him.

    Level 9
    Apr 14, 2022 2:31 AM UTC

    Please elaborate on the question regarding  your son's tax return.