What Happens to Your TaxAct Account When You Die
Quick Facts
Data at risk
Prior-year returns
Retention
7 years online
Final return
May need filing
Step-by-Step Guide
Download all prior-year returns
Navigate to My Account → Prior Years and download each year\'s return as a PDF.
Check for unfiled returns
Review any in-progress returns that may need to be completed or abandoned.
Cancel account and subscriptions
Cancel any TaxAct+ or other subscription services to stop future charges.
Document Now Checklist
- Download all prior-year tax returns as PDFs
- Note the account email and credentials location
- Check for unfiled or in-progress returns
Last verified: June 2026. Platform policies may change. Verify current procedures directly with TaxAct. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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