electronic rejection

[ckd259]

Tried to file just federal but it was rejected  with code IND-032-04. agi is correct pin is correct. this return is married joint but one spouse passed away prior to filing. Could that cause the problem.  also then tried to file both federal and new york state together , but then was prompted for deceased id info, which was not asked for for federal. the deceased can not sign. the actual prepeared returns do say survivng spouse.

Must I resort to mail. And what happens with nys since they require electronic filing?

[LenaH]

In order to fix rejection code IND-032-04, please see instructions on the page How do I fix e-file reject IND-031-04 or IND-032-04? If you are filing jointly this year, as well as for the tax year 2020, the death of your spouse would not have caused the rejection. You should enter the full adjusted gross income (AGI) amount from last year's return, even if your late spouse earned 100% of the income. 

In addition, New York requires taxpayers using tax preparation software, to include their driver’s license or other non-driver ID information with their return. This applies to both you and your late spouse. Whether the ID is active or expired, New York will accept the return.

Once you input your deceased spouse's identification, New York should allow you to e-file.  

I am sorry for your loss.

[ckd259]

TRhankyou for your response. after rresearching , it seems the Irs last year and perhaps this year has been rejecting valid returns. I was able to submit the federal by indicating 0 as AGI. This bypassed the IND-032-04 code.

With New York State I have not been successful. Despite entering the deceased taxpayer state id info and indicating the taxpayer as deceased in the return, I can not transmit without the taxpaper(now deceased) attesting to the return.. I am getting red notice that unless attestation can be done the tax return must be mailed.  Can the survivng spouse attest for the taxpayer?

[LenaH]

Per the IT-201 instructions,  if a joint federal income tax return was filed for the deceased taxpayer and the surviving spouse, a joint New York State return can be filed. Write Filing as surviving spouse in the area where you sign the return. Since you indicated the taxpayer as deceased on the return, this should automatically be done. 

Can you please post a screenshot (PII redacted) of the red notice that you are seeing on the screen so I can assist you further?

@ckd259

[ckd259]

I can successfully send a screen shot. the problem is the declaration to efile your taxes. there are two boxes that must be checked.one for taxpayer(who is deceased) and one for spouse. the box if check states" I have read the certification above and agree." the deceased box obviously should not be checked.it should not even appear given that all input has been done correctly.the top of return clearly indicated date of death. the signature clearly states signed as surviving spouse. I think there is turbotax programming issue for New york State taxes. I have indeed verified with NYS dept of Taxation that this should be able to be submitted electronically. The reason I say it is TT issue is because , I filed federal separately. When filing federal there was no need to attest for deceased. That only occurs at the state level.

[ckd259]

Also, the message that appears  is"Both the Taxpayer and spouse must read and mark the box that they agree." "If you do not agree, then you must file your New York state  tax return by mail. Filing by mail will also require your signature." Sorry but i could not succcessfully send screen shot.