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bnrdln
New Member

How to get copies of tax returns for a deceased person?

need to get a copy of the 2015 and 2016 returns for a deceased person

8 Replies
SweetieJean
Level 15

How to get copies of tax returns for a deceased person?

Are you the Executor of that person's Estate?
Critter
Level 15
Divian16
New Member

How to get copies of tax returns for a deceased person?

I need a copy of my decease Mother’s tax return

xmasbaby0
Level 15

How to get copies of tax returns for a deceased person?

@Divian16   So sorry for your loss.  First of all, did your mom use TurboTax to file her tax returns?  Without her account and user ID you will not be able to access her returns on the TT site.  TT has lots of security in place to prevent that.  

If you do not have that information, you will have to go through some steps to get the returns.  Are you the executor?  Do you have legal authority to obtain her documents?

 

Here is a copy of an answer given by TurboTax  to a question similar to yours:

 

 

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 the following documents: 

  • 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! 

 

Perhaps you will want to start by contacting Customer Support:

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday.

 

**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.**
clshore
New Member

How to get copies of tax returns for a deceased person?

yes

JotikaT2
Expert Alumni

How to get copies of tax returns for a deceased person?

Please see the following link for how to contact the IRS on behalf of someone else.

 

Contacting the IRS on behalf of someone else

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scoot99
New Member

How to get copies of tax returns for a deceased person?

no . a co-owner of property.

tagteam
Level 15

How to get copies of tax returns for a deceased person?


@scoot99 wrote:

no . a co-owner of property.


You need to contact the personal representative of the decedent, @scoot99., or whoever filed the final income tax return for the decedent and/or estate/trust income tax return.

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