deceased individual return

[Marie]

Husband died, wife filing as surviving spouse.  Original return efiled and accepted, then I had to file an amended because of a late 1099-R.  Amended return rejected because social security has locked his number.  Any way to fix, or just mail the amended return?

[Max W]

File an amended return.  The IRS will send you a letter CP01H, with instructions.

https://www.irs.gov/individuals/understanding-your-cp01h-notice

[Marie]

THIS WAS AN 2021 AMENDED RETURN, TRIED TO FILE ELECTRONICALLY.  HE DIED IN 2021  SHOULD I JUST MAIL IT IN?  

[Sara EA]

The SSA usually keeps the SS# active until the final return is filed, then they deactivate it.  Once they do, there is no way to reactivate it.  You will have to mail the amendment.  If they are due a refund, warn them to expect it in a year or so.  If they owe money, no problem.

[Marie]

they are getting a refund so we will do it that way

[mcbreck]

Spoke with an attorney in a similar situation about 2 weeks ago and his client received her refund 3 years after the amended return was filed. Good luck.

 

[Medlin Software, Dennis]

I am just about the 2 year mark waiting for a refund from a deceased TP.  Unless a significant amount, or the heirs are not cooperative, it makes sense to disburse if ever received without holding up anything else.  In my case, the heirs are not cooperate or uncooperative, they just wait for checks...

Thankfully, the bank account can stay open with no fees. I left .02 in it.  If I move .01 to another account, them move it back, the account does not go inactive.