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Can you help me get access to my sister-in-laws turbo tax account so I can complete her 2016 return before Oct. 15th she passed away and I am the trustee of her estate?
My sister in law passed away before she completed her return. She uses turbo tax. Can you help me get access to her account so we can complete her return before Oct. 15 and so we have access to her prior information for completing her return.
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Hello @nardit1, 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!
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Thank you SuperUsers 🙂
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Nope ... if you don't have the userID & Password you cannot access the return in progress ... so just start the return over in a new account.
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