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- Re: Wage & Income info for a deceased individual
Wage & Income info for a deceased individual
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jhbvtacpa
Level 5
01-18-2022
11:05 AM
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Any tried and true success stories on how to get IRS Wage & Income info for a deceased individual?
I don’t need transcripts of returns, just the info.
Form 2848? Form 4506-T? Death certificate and/or IRS Form 56?
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2 Comments 2
Just-Lisa-Now-
Level 15
01-18-2022
11:23 AM
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I just did this last summer. I called PPS and faxed in the Form 56, the court order assigning the administrator of the estate, Form 8821, and the death certificate and was able to get W&I transcripts.
The first rep I spoke with told me they couldnt take a faxed from 56, mail in only....but I called back a second time and the next rep accepted what I had.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
hankinstax
Level 5
01-18-2022
03:52 PM
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You are on target. This is the way to do it!
