IRS Business Rule IND-035

Solution: Verify that the date of death entered in the tax return is correct. If the information is correct, have the surviving spouse contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-File database.

 

This information applies to all years of the UltimateTax software.