Deceased Rejected Return

[cathy arbogast]

Hello All,

  E-Filed a 2022 return for a deceased taxpayer. Got rejected due to being deceased.  My diagnostic said to enter the DOD which was already there. We will paper file but is there a way around this?.....I e-filed for 56 but did that after the rejection and wondering had I filed it first maybe it would have gone through. 

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Catherine Arbogast

Enrolled Agent

5755 Valentine Rd Ste 202

Ventura, Ca  93003

805 644-1022    FAX  805 644-9022

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[Ralph Schaefer]

Hi Cathy!

Once the deceased taxpayers account has been locked, the only way to file is on paper.  We have not found any other way around this.

Ralph

Ralph Schaefer EA

RSi Business Services

Office - 909-883-3401

Fax - 909-881-5741

WWW.RSIBUSINESSSERVICES.COMRSIBUSINESSSERVICES.COM

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[cathy arbogast]

Bummer.  Guess I will have them make payment on the website to stop the pain with the uncertainty of when it will be processed.  Thank you Ralph.

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[JLee Grubb]

Just inquired on another website for doing an amended 2023 for a return that had the taxpayers deceased.  Amended e-filed return keeps coming back the SS# has been locked by Social Security but could be cleared up in 4-6 weeks.  That was 3 months ago and was rejected yesterday.   I guess the diagnostic is in error and it needs to go in paper, yes?

Jerry Lee Grubb

Sent from my Galaxy

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[cathy arbogast]

Jerry,

  Mine said locked, Taxpayer number belongs to a deceased individual but said to enter the date of death on screen 1 (Drake) as though that would clear it or call SSA 800 772 1213 (not sure why except to verify the number) but the DOD didn't work because I had that.  I do understand them being locked due to all the fraud but it would be nice if the Form 56 were on file if they would allow them to efile.

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