Drake Tax – Updating Deceased Taxpayer
Article #: 13272
Last Updated: November 06, 2024
How to Update a Deceased Taxpayer's Information for Final Return
If the taxpayer died during the previous tax year, and you need to pull the return forward for any reason, you have to remove the Date of Death in the previous year on screen 1. Otherwise, when you try to update to the current year, the update fails and a report is displayed explaining why the return was not updated.
Note If you update the return, and enter the same date of death on screen 1 of the current tax year return, EF Message 1032 is produced. EF Message 1032 cannot be cleared when the year of death is not the current tax year. A return with this message cannot be e-filed. If the date of death is still required for the prior year's return, return to screen 1 in the prior year return and re-enter the date of death.
A return with a deceased taxpayer or spouse may receive an IRS rejection when e-filed, even if there is no red message preventing e-file. See Drake Tax - IND Rejects for more information.