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Wildguy
Level 2
March 10, 2025
Question

How does DocuSign work if one spouse is deceased?

  • March 10, 2025
  • 1 reply
  • 4 views

If one spouse is deceased, does DocuSign recognize the fact that there is no PIN number on the form 8879 for the deceased spouse and, thus, it does not send a packet to that spouse. Does it send two packets out, one to each spouse, but only the living spouse has to complete the packet. Has anyone had this situation?

This topic has been closed for replies.

1 reply

sjrcpa
sjrcpa
Level 15
March 10, 2025

No one knew the first time. Asking again won't help.

You could have typed "bump" as an answer and it would move it up in the order of appearance.

https://accountants.intuit.com/community/proseries-tax-discussions/discussion/how-to-use-docusign-for-couple-with-one-spouse-deceased/00/322232

The more I know the more I don’t know.
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