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New Member
posted Jun 6, 2019 6:35:21 AM

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

0 22 12874
22 Replies
Level 15
Jun 6, 2019 6:35:22 AM

Are you the Executor of that person's Estate?

Level 15
Jun 6, 2019 6:35:24 AM
New Member
Aug 13, 2019 8:37:21 AM

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

Level 15
Aug 13, 2019 10:21:46 AM

@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.

 

New Member
May 26, 2020 12:45:49 PM

yes

Employee Tax Expert
May 26, 2020 1:26:34 PM

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

 

Contacting the IRS on behalf of someone else

New Member
Sep 17, 2021 6:53:15 AM

no . a co-owner of property.

Level 15
Sep 17, 2021 7:50:04 AM


@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.

Returning Member
Mar 13, 2023 6:22:09 PM

Jasmin said to get form 56 in order to get my husband's 2021 tax results; 

I'm not sure where the form is.

Returning Member
Mar 13, 2023 6:23:16 PM

No, I'm the wife of the deceased.

Level 15
Mar 13, 2023 6:26:08 PM

Form 56: https://www.irs.gov/pub/irs-pdf/f56.pdf

 

However, why do you need your husband's "tax results"? Did you file separately?

Returning Member
Mar 14, 2023 1:24:31 PM

Husband (deceased) did Turbo Tax but did not make copies of the 2021 returns as he did in previous years.

 

The agent preparing taxes for 2022 needs those returns regarding mainly the farm and Iowa information

about which I know little. I would like to be able to receive the 2021 taxes in order to print and bring

necessary info to that agent.

 

Thank you. 

 

Expert Alumni
Mar 14, 2023 2:25:39 PM

You could get a copy of your 2021 tax return if your husband filed jointly in one of two ways:

 

you can log in to the TurboTax account and easily print the 2021 return.  However, I assume that if you had the password then you already would have done that.  So the other way is to go to irs.gov and create an account for yourself.  Once you have created that account it will let you download your prior years' tax returns from the IRS directly.  

 

Sorry for your loss.

 

@mary127 

Returning Member
Mar 14, 2023 4:17:54 PM

I'm co-trustee of the trust which all accounts are under.

Is that enough to make me the Executor/?

Returning Member
Mar 14, 2023 4:23:51 PM

I received form 56; I would like to be the fiduciary.

 

Is that possible? I'm trustee for our trust.

Returning Member
Mar 14, 2023 4:24:28 PM

joint filing

 

Returning Member
Mar 14, 2023 4:29:47 PM

Tax agent who is doing our 2022 taxes has all the information needed EXCEPT for farm earnings/expenses in a different state from where we live.

That is why I'm trying to get a copy of 2021 taxes to help out that agent.  

 

Returning Member
Mar 14, 2023 4:44:34 PM

Yes, I spent a considerable amount of time creating my IRS account with multi-factoring authentication.

The print-out was black and white shees: Tax Return Transcript.

Unfortunately, it does not show the actual pages where farm expenses and profits were recorded.

Not helpful to present tax agent doing 2022 taxes.

Am I expecting too much?

Expert Alumni
Mar 15, 2023 6:21:32 AM

It's a time consuming process to obtain information for a deceased or anyone from the IRS.  You may need to file Form 4506 (not 4506-T) if you want to obtain an actual copy of the 2021 tax return of the decedent.

  • IRS Form 4506  (There is a $43 fee for each return requested.)

You would list yourself as the fiduciary, for third party recipient.

 

An option for you may be the Taxpayer Advocate Service (TAS).  They are in place to assist in situations where you are unable to obtain resolution on your own.

  1. You can click here to begin: TAS Qualifier Tool. or 
  2. Submit a request for assistance - Form 911 Request for TAS Assistance (instructions are included)
  3. Locate the local TAS Office for your area

This will get the process started for you.  It's not going to be a fast process because they are handling a large volume at this time. 

 

If you do not hear from TAS within one week of submitting Form 911, contact the Taxpayer Advocate office where you originally submitted your request. Incomplete information or requests submitted to a Taxpayer Advocate office outside of your geographical location may result in delays.

 

@mary127 

New Member
Jan 12, 2024 4:18:11 PM

I need to get a copy of my aunts 2020 tax return who is deceased since October 3, 2021.

New Member
Jan 12, 2024 4:18:45 PM

yes

Expert Alumni
Jan 15, 2024 8:19:24 AM

Yes, as the executor of the estate you can get copies of tax returns filed by a deceased taxpayer by completing and mailing a  Form 4506-T.  You will need to include a copy of the death certificate and a court document naming you as the executor.

 

NOTE:  There is a fee ($43) for this process that you must include/pay with your request. 

 

Be sure when completing the Form 4506-T you use your aunt’s address from her last filed return in box 3 and the address where you want the return to be mailed in box 5.  

 

The instructions list addresses where you need to send the request that are based on the state of residence when she filed the return (state in box 3). 

 

Here is an IRS link with more detailed instructions. 

 

@Tanya63_