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MFJ eSignature with deceased taxpayer

JWellsTax
Level 2
Level 2

According to this, an eSignature request for an MFJ 1040 with a deceased taxpayer should be sent only to the suriving spouse; however, it seems in this case the request went to both spouses (see screenshot of eSignature request history). The return correctly identifies the taxpayer as deceased and the spouse as "Filing as Surviving Spouse."

CleanShot 2025-10-15 at 14.32.05.png

Jeremy Wells, EA, CPA
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3 Comments 3
George4Tacks
Level 15

What is your question?

If you get one back signed by the surviving spouse - send the efile.

If you get both back signed by the surviving spouse - send the efile.


Answers are easy. Questions are hard!
JWellsTax
Level 2
Level 2

Sorry, the question was implicit. Why is a signature request sent to a deceased taxpayer? If the decendent never signs the authorization, the eSignature request can't be fulfilled.

I understand I can e-file without both signatures; however, I can't manually override the lack of the second signature.

Jeremy Wells, EA, CPA
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George4Tacks
Level 15

Does the surviving spouse have access to the e-signature for the deceased spouse. Have her sign for that person.

The answer to your question can not be answered here. My answer would be CUZ. We are just other users. It is really rare to ever see an employee respond, other than to tell you to call support. In this case support will likely tell you to call e-signature support. Use Link to get a signed copy from the client.


Answers are easy. Questions are hard!