@sbpilates wrote:
Nothing for the last 3 years that i requested. And I know he never in 74 years filed any Taxes.
In the recent past he was collecting small SS, And still working jobs that paid him as an employee. Most of his life he did not make enough money to file taxes.,. And again.. How do i move forward. As the PR of the Estate my job is to file his last years taxes. And maybe prior years but with out any data i am not sure how i can possibly do this.
It's early and you are still in the information gathering phase. Employers and pensions are not required to mail W-2s and 1099-R forms until 1/31, and it might be several more days before you receive them. The wage and income transcript won't have 2022 information until March at the earliest. You can also file an extension to give you until October to sort things out.
If his only income was social security, it is not taxable and no tax return is required. If he had wages, he would still owe no tax and not be required to file unless the wages were more than one of two thresholds:
a. half his social security plus his wages and other income is more than $25,000, or
b. his wages and other income are more than $12,950.
If he was 74, it's possible he has legitimately not needed to file a tax return since he retired, as long as his non-SS income was under those limits. Standard transcripts only go back 3 years, you might find something if you went way back but there's no reason to dig so deep.
If you think he had wages more than the limits but was being paid under the table, and no W-2 will be issued (or if he was self-employed and working under the table), and you want to do the right thing, you could look at his bank statements for the year and try and identify any deposits that can't be accounted for as gifts or social security checks. That might be his wages. That's what the IRS would do (or at least could do) if they audited him looking for undeclared income.
