eaf1213
Level 4
07-25-2020
06:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client was granted executor of her grandmother’s will and needs to get her prior year returns. As a tax professional am I able to request them through the TDS system? Or is there another process for executors? This is the first time I have had a client who needed to request documents so I am not sure what exactly is required. Any information on what I need to do is appreciated.
Labels
qbteachmt
Level 15
07-26-2020
12:25 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The IRS tells you what to do:
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers
eaf1213
Level 4
07-26-2020
03:16 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
As a tax professional can I request the information through the TDS e-services system by filing a 8821 form like you can for individuals? Or does an executor have to mail in the 4506?