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

[mary127]

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

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

[mary127]

joint filing

[mary127]

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.  

[mary127]

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?

[DianeW777]

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 

[Tanya63_]

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

[Tanya63_]

yes

[DMarkM1]

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_