DTNY07
Level 7
01-12-2022
09:16 AM
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I just called now. Third party designee is not enough when a taxpayer has passed away. Have to file a Form 56 Notice Concerning Fiduciary Relationship. And attach things like proof of Death, the General POA I have, etc. I knew this wouldn't be a simple one phone call thing.
This was told to me by the Tax practitioner priority area. I had first tried calling the general 800-829-1040 area to check on the automated refund status there and it says no information available and couldn't be transferred to an operator.