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- A client passed away in July, and I had Estimated payments for 2023 automatically charged to her bank account. How do I stop making the Estimated Payments ?
A client passed away in July, and I had Estimated payments for 2023 automatically charged to her bank account. How do I stop making the Estimated Payments ?
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pmagrath
Level 1
07-27-2023
06:07 PM
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4 Comments 4
BobKamman
Level 15
07-27-2023
06:48 PM
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Easiest way is to close the account, if it hasn't already been frozen once Social Security notified the bank. I had a client who had set up a Sept 15, 2022 payment (through another preparer) -- it didn't clear.
TaxGuyBill
Level 15
07-27-2023
11:31 PM
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If you look at the 8879 that they signed for 2022, it has a phone number. I think the estimated payments can be cancelled by calling that phone number.
BobKamman
Level 15
07-28-2023
04:09 AM
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You mean, they would have signed it for 2023.
WrightTaxCPA
Level 1
07-28-2023
07:37 AM
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Assuming your client does not have a surviving spouse, the executor or administrator of your client's estate will need to file a Form 56 Notice Concerning Fiduciary Relationship with the IRS to notify the IRS of the existence of a fiduciary responsibility, if they have not done so already.
The executor or administrator would then have to contact the IRS' e-file Payment Services at 888-353-4537. Or, they can give you a power of attorney (Form 2848) to call on their behalf.
Pay Taxes by Electronic Funds Withdrawal | Internal Revenue Service (irs.gov)
