How to Include Date of Death When E-Filing Form 1040 or 1040-SR
When filing a tax return for a deceased taxpayer, the IRS requires you to indicate the date of death at the top of Form 1040 or Form 1040-SR. This is done by checking the “Deceased” box and entering the date of death in the designated space.
Steps for E-Filing with Deceased Taxpayer Information
- Access Your OLT Account: Log in to your Online Taxes (OLT) account at www.olt.com.
- Start Your Return: From your dashboard, select “Start Your Return.” OLT will automatically generate Form 1040 or 1040-SR based on your eligibility.
- Enter Deceased Information: During the personal information section, you will be prompted to enter details about the deceased taxpayer. Check the “Deceased” box and input the date of death in the provided field.
- Complete the Return: Follow the on-screen prompts to enter income, deductions, and credits. OLT’s software will guide you through each step.
- Review and Submit: Before e-filing, review your return in the “Tax Summary” section. OLT will check for errors and display your refund or balance due. Then, proceed to e-file directly with the IRS.
It is important to note that while the IRS instructions specify entering the date of death at the top of the paper form, e-filing platforms like OLT handle this information electronically by providing a dedicated field during data entry. The system ensures compliance with IRS requirements without requiring manual form adjustments.
Source:
Form 1040 Instructions
Form 1040-SR Instructions
Disclaimer: Always verify information with official Federal or State Department of Revenue Forms and Instructions.