pk
Level 15
Level 15

Get your taxes done using TurboTax

@Arble H Gimbleh , 

Now I understand your predicament --- you need all the transcripts of the returns filed ( as far as you can get ) and nay and all information filings   ( W-2, 1099s etc. ), in an effort to bring the filer into compliance.

(a)    Since you already have a valid POA and assuming that you have the personal details of the taxpayer ( such as SSN etc. ), you can always go look at her personal account  ( or set one up ) and see what is there with the IRS  --- see this page -->  Transcript types for individuals and ways to order them | Internal Revenue Service

(b)   you can also file form 4506-T for all the tax years that you need  or you can visit the local IRS office with the POA in hand  and seek guidance.

I am saying the above because the taxpayer is alive, just not able to do the needful herself but you can set up  her personal; account ( if she has not done so herself) based on the valid POA.

Once you have the details, I would  suggest starting with the latest years and work backwards ( since you have the TurboTax software for the needed years. Alsop note that while IRS ( and many states ) will allow refunds only for three years prior, the tax liability  for all the earlier years  ( with interest and penalty ) can go as far back as possible ( at least six years for sure).

Also if she has not received any notices from the IRS ( that you are aware of ), then she either never filed or the informational filings were too small for the IRS to chase/ send notice to non-filing.  It is a difficult situation .

 

Good Luck

 

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