Did he inherit cash from his parents? Or securities? If cash, what did he invest in that had a gain in 2021 when everything else was going down?
No.
He invested in Stocks mostly NVIDIA, And they did very well in 2021.
Where is the 1099 from the broker in 2021?
Good question. Thus the reason i went to the IRS to find out. As hes no longer with us I can only go by the info thats available to me.. And since he never ever filed taxes he had no reason to keep documents.
Thus my Original Question. How can i get info from the IRS in regards to what they think he may owe.,?
Why assume he had 10 years of missed tax returns if, in most of those years, his only income was social security?
This is not an assumption. I know he never filed taxes in his 74 years. Yes it true he worked in normal w4 type jobs that collected taxes in Payroll on his behalf and likly he was owed a refund. But He still never ever filed any returns. So I am Assuming the IRS will want to go back as far as they can. (10 years ) Or more.
Lastly, He did not move funds from the Brokerage account to his bank. he moved them to his Coin base account direct from the Brokerage account. So far the Brokerage account is being difficult telling me to supina the past records from them. Sadly all of these people have been extremely difficult to deal with.
And thank you. PS. I am not worrying.. I am doing the job..
