Hi,
When I filed my deceased mother's return 2 weeks ago, I forgot to check the box "can be claimed as dependent by someone else" so today I amended it, by fixing only that, and using TurboTax interview. The original return and the amended one has $0 tax balance, no due and no refund. TurboTax e-filed it, but it came back with an email that says:
"IND-901 - The Primary SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual"
I reported her death to the SSA in person June last year, so when I e-filed the first time 2 weeks ago, the IRS already knew she was deceased but that time they accepted the return, so I don't see why they reject the amended one now
The 1040-X shows "Deceased", her name, and the date she passed away on the top-center of the page, just like the original 1040-SR has it
When I go to TurboTax (desktop/CD) it shows it's rejected, and says it's going to review and help me fix it, but it doesn't really do anything. I think it is b/c it doesn't find any errors in the return
Any help, pointers or suggestions will be greatly appreciated
Sincerely,
Nick
