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nijipabst
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how do i file for my deceased sister if i do not have prior year taxes

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3 Replies

how do i file for my deceased sister if i do not have prior year taxes

So sorry for your loss.   Did your sister use TurboTax for her past returns?   If so, getting in to her account will be complicated, but you may be able to do it.  Here is a reply from several years ago to a family member with a similar issue:

 

 

Filing for relative who died

 

Hello @nardit1, I'm sorry to hear about your loss. I understand that this may seem like a lot to get into an account but we must take all due precaution to ensure the protection, privacy, and security of customer account information. We wish to make sure that the data your sister-in-law entrusted us with is protected. 
You will first need to fill out an Email Change Request: https://ttlc.intuit.com/questions/1899319 
In addition to your own photo ID, you must include one of ...

  • A copy of the Death Certificate – The name of the surviving spouse will need to be matched to a Joint E-filed Return in our system
  • A court order issuing Power of Attorney for the deceased and IRS form 56. (required for non spouse)
  • A court order marking them the executor of the estate and IRS form 56. (required for non spouse)

    These additional documents may be included with the initial scan of the Photo ID.
    You will also need to print and mail the return and include IRS Form 56. 
    I hope this helps! 

    Answered by TurboTaxGabi 

     

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

how do i file for my deceased sister if i do not have prior year taxes

To call TurboTax customer support

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

how do i file for my deceased sister if i do not have prior year taxes

you may be able to file form 4506 to obtain a copy of her 2024 return or you can file form 4506-T, which is a transcript of the 2024 return. a copy of the return costs $30 while the transcript is free. you must meet the following requirement.

Form 2848 must be included

https://www.irs.gov/pub/irs-pdf/f2848.pdf  form

https://www.irs.gov/pub/irs-pdf/i2848.pdf instructions

form 4506 or 4506-T including instructions

https://www.irs.gov/pub/irs-pdf/f4506.pdf 4506

https://www.irs.gov/pub/irs-pdf/f4506t.pdf 4506-t

 

If signed by an executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506 on behalf of the taxpayer. Note: This form must be received by IRS within 120 days of the signature date.

 

you may also have to file form 56 separate and apart from the 4506/2848

https://www.irs.gov/forms-pubs/about-form-56 

 

 

You can contact support to see if they will help, but due to privacy concerns, they probably will not.

 

5am-5pm Pacific Time (8-8 Eastern) Monday - Friday
https://support.turbotax.intuit.com/contact
800-446-8848

 

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