Death of Taxpayer AND Spouse During Tax Year
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If both the taxpayer and spouse are deceased, the name and date of death for both will appear at the top of the federal return.

To enter the death of a taxpayer or spouse in TaxAct®:

  1. From within your TaxAct return (Online or Desktop) click on the Federal tab. On smaller devices, click in the upper left-hand corner, then select Federal
  2. Click Basic Information to expand the category, then click Taxpayer or Spouse Deceased
  3. After you enter the date of death for each spouse, TaxAct will print "Deceased", the name of the decedent, and the date of death at the top of Form 1040

The surviving spouse or personal representative should promptly notify all payers of income, including financial institutions, of the taxpayer's death. This will ensure the proper reporting of income earned by the taxpayer's estate or heirs. A deceased taxpayer’s social security number should not be used for tax years after the year of death, except for estate tax return purposes.