Hello,
My brother unexpectedly passed-away earlier this CY 2022. He was unmarried and left no discoverable will.
As his personal representative per California Probate Code §§ 13100-13106 …We have not gone thru official probate and may not due his estate maybe under the CA limit of $ 166,500. This is still be researched and investigated.
I want to file his CY2021 tax return via Turbo Tax. I need his AGI from his last year’s return. I tired to do mail transcript via the IRS site to be mailed to his last known address, and it seems to get lost in the mail or the USPS is not forwarding the mail anymore.
I have the Form 4506-T. I have several questions that I need a clarification, since the form is not clear.
As his personal representative, where do I place my name and address so IRS can mail me the transcripts(s)…?
There is a checkbox for “ Signatory attest that he/she has read the attestation clause…” . So, I will check that box and sign the form with my name, correct…?
Title—Shall I use “Personal Representative”.
Do I need to also send a copy of the Death Certificate to IRS with this 4506-T and a notarized document indicated that I’m his official personal representative. Again, this has not gone thru Probate (and might be too $small$) , and this there is no official letters of Testamentary from the Probate Court.
Thanks in Advance
