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

[bnrdln]

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

[SweetieJean]

Are you the Executor of that person's Estate?

[Critter]

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-getting-information...

[Divian16]

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

[xmasbaby0]

@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.

[clshore]

yes

[JotikaT2]

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

Contacting the IRS on behalf of someone else

[scoot99]

no . a co-owner of property.

[tagteam]

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@scoot99 wrote:

no . a co-owner of property.

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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.

[mary127]

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

I'm not sure where the form is.

[mary127]

No, I'm the wife of the deceased.

[tagteam]

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?

[mary127]

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. 

[RobertB4444]

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 

[mary127]

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

Is that enough to make me the Executor/?