Support CenterIRS Business Rule IND-531-01
🔍 IRS Business Rule IND-531-01
Verify that the date of death entered in the tax return is within the current tax year. If the information in the return is correct, have the surviving spouse contact the Social Security Administration to correct the Social Security Administration records.
⚠️ Before You Begin
You will need to:
- Confirm the date of death entered in the tax return is within the current tax year.
- Determine whether the information in the return is correct.
📊 Step-by-Step Guide
Step 1: Verify the Date of Death
Use this when you need to confirm the date of death is correct for the current tax year.
Verify that the date of death entered in the tax return is within the current tax year.
Step 2: Have the Surviving Spouse Correct SSA Records (If Information Is Correct)
Use this when the return information is correct and SSA records need updating.
If the information in the return is correct, have the surviving spouse contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records.
Step 3: Allow Time for IRS e-File Database Update
Use this to set expectations for when updates will reflect in IRS systems.
This process takes approximately two weeks for the information to be updated in the IRS e-File database.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: reject,federal