IRS Business Rule R0000-533-02
🔍 IRS Business Rule R0000-533-02
This rule explains what to do when the date of death entered on a tax return needs to be verified against the current tax year.
⚠️ Before You Begin
Make sure you are reviewing the date of death entered in the tax return and comparing it to the current tax year.
📊 Step-by-Step Guide
Step 1: Verify the date of death is within the current tax year
Use this when you need to confirm the date of death entered in the tax return matches the current tax year.
Verify that the date of death entered in the tax return is within the current tax year.
Step 2: If the return information is correct, have the taxpayer contact SSA
Use this when the tax return information is correct but the IRS e-File database still needs to be updated.
If the information in the return is correct have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records.
Step 3: Allow time for the IRS e-File database to update
Use this to set expectations for when the update will be reflected in IRS systems.
This process takes approximately two weeks for the information to be updated in the IRS e-File database.
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