Deceased Taxpayer or Spouse
(pages 4 and 6)

(Use your back button to return to the Form 1040N instruction booklet.)

If e-filing through the Fed/State e-file program, the software will bring forward the deceased individual’s information from the federal return. Required supporting documentation may be submitted as an attached PDF document when e-filing your return, if your software supports these types of attachments. If the supporting documentation is not received with the return, the Department may request the required documentation when processing your return. This may result in a delayed refund.

Required documentation may include one or more of the following:

This documentation is only required when claiming a refund or overpayment for a deceased taxpayer. Documentation is not required when the surviving spouse is filing an original return jointly with the deceased taxpayer.