Marie Posted July 12, 2021 Report Share Posted July 12, 2021 Mother has died in 2020, and daughter is wanting to file Mom's taxes for 2020. But efile rejected saying "The Primary SSN in the return header has been locked because Social Security Administration records indicate the number belongs to a deceased individual." How do I fix this? Does it have to be a paper file? Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted July 12, 2021 Report Share Posted July 12, 2021 paper filed return Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted July 12, 2021 Report Share Posted July 12, 2021 15 minutes ago, Marie said: Mother has died in 2020, and daughter is wanting to file Mom's taxes for 2020. But efile rejected saying "The Primary SSN in the return header has been locked because Social Security Administration records indicate the number belongs to a deceased individual." How do I fix this? Does it have to be a paper file? Did you fill in the information on the taxpayer field for date of death? I have never had one reject when the date of death field is filled in. Tom Sparks, NV 2 Quote Link to comment Share on other sites More sharing options...
beckster2010 Posted July 12, 2021 Report Share Posted July 12, 2021 And a proper completed Form 1310 1 Quote Link to comment Share on other sites More sharing options...
Marie Posted July 12, 2021 Author Report Share Posted July 12, 2021 YES DATE OF DEATH AND FORM 1310. IS FORM 1310 A PDF ATTACHMENT? Usually my deceased returns can be efiled. Quote Link to comment Share on other sites More sharing options...
beckster2010 Posted July 12, 2021 Report Share Posted July 12, 2021 57 minutes ago, Marie said: YES DATE OF DEATH AND FORM 1310. IS FORM 1310 A PDF ATTACHMENT? Usually my deceased returns can be efiled. Form 1310 is not a PDF attachment. It can be e-filed with the return; when filled out properly. 1 Quote Link to comment Share on other sites More sharing options...
Sara EA Posted July 13, 2021 Report Share Posted July 13, 2021 I had this happen to three taxpayers with the exact same error message one year. I contacted the IRS liaison for our region (they deal with systemic problems), he looked into it and found it was a programming error so it got fixed. My error messages occurred during filing season, so maybe after a certain date Soc Sec cuts off those numbers? Maybe the bug is back? You can notify your liaison, but at this point you have no choice but to paper file. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.