dr58lj15
Level 3
‎03-05-2026 03:19 PM

A husband's wife passed away unexpectedly in 2025.   She did the taxes in the past.  He cannot find all the documents to file the last return.   He needs to get her tax transcript, so he can efficiently file the last return.   He has her death certificate, her driver's license, her social security card.  How can he obtain her transcript?

 

 

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Just-Lisa-Now-
Level 15
Level 15
‎03-05-2026 04:08 PM

Form 56 needs to be submitted so he can be the fiduciary for his wife, once thats processed (I believe they have to be mailed in, I got a PPS rep to allow me to fax it back during Covid, but I dont think you'll get that lucky)), then he can sign the 8821 to access her transcripts


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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sjrcpa
Level 15
‎03-05-2026 04:54 PM

In other words, the client's return will be extended.


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