Ethics

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Would it be an ethics violation to furnish the number of 2019 1099s and name of issuer (not amounts) to a deceased taxpayer's son to aid in preparation of his father's 2020 tax return? Two children. This one does not have POA.

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sjrcpaAnswer

Level 15

A POA dies when the grantor dies.

Who is the Personal Representative/Executor of the Estate? You may release decedent's info to that person without consequence.

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

sjrcpaAnswer

Level 15

A POA dies when the grantor dies.

Who is the Personal Representative/Executor of the Estate? You may release decedent's info to that person without consequence.

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

dkh

Level 15

Yes, according to an Ethics seminar I attended. I can't tell you the specific place to find in Circ230. Was told it was a violation to use information provided by one client to prepare a 1099 for another client. Meaning ABC company needs to issue 1099 to John Doe. Company XYZ also needs to issued 1099 to John Doe but doesnt have his info. I can't use info ABC gave me to complete XYZs 1099. Crazy!!!