Jack from Ohio Posted April 5, 2012 Report Posted April 5, 2012 Clients married over 20 years. Passed away 8-12-11 He was 93 when he passed. Always insisted on MFS their entire married lives. (A widow and a widower married) Decedent's son is executor. He is the one claiming the refund. Form 1310 filled in, no issues there, until..... I try to create the e-file and I get the red warning... "When the Filing Status is married filing separately, the SSN of the person claiming the refund must equal the Secondary SSN on Form 1040/A/EZ" If I change the status to single, I can create the e-file. Am I destined to paper file this return? Quote
Yardley CPA Posted April 5, 2012 Report Posted April 5, 2012 Based on what you have described, it sounds like "paper" is in your future. Quote
kcjenkins Posted April 5, 2012 Report Posted April 5, 2012 Yes, paper file it. The IRS is only set up to handle efiles of this type return where the surviving spouse is claiming the refund. It's not a problem, just that it can not be efiled. Quote
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