Transcripts

1 reply
13 views

Hello,

A deceased individual's daughter is trying find out whether her father filed an individual tax return for 2021.

She will be the executor of his estate.

Does anyone know what IRS transcript form (if any) she can use?

Thanks

Individual

This topic has been closed for replies.

Just-Lisa-Now-Answer

Intuit Community Champion

You need to submit Form 56 to establish the fiduciary relationship between her and the estate, then an 8821 for her to give you permission to pull the transcripts, I also sent the court order that assigned the fiduciary and the death certificate and faxed them all to the a rep at PPS...the first rep told me the Form 56 had to be mailed, but I called back again and that one let me fax it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Answer

Intuit Community Champion

You need to submit Form 56 to establish the fiduciary relationship between her and the estate, then an 8821 for her to give you permission to pull the transcripts, I also sent the court order that assigned the fiduciary and the death certificate and faxed them all to the a rep at PPS...the first rep told me the Form 56 had to be mailed, but I called back again and that one let me fax it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Sign up

Login with SSO

Let's get you signed in

Login with SSO