cactusjack
Level 2

Get your taxes done using TurboTax

Thanks for the response.  See more info below.

 

#1 - The investments are under a family trust account with my mother as the primary trustee.  I've been able to set up online access to most accounts accounts, but a few reps just flat out refuse to work with me.   We have POA documents in place, but my mother must be disabled or incapacitated as determined by a physician, and she's not at that point yet.  She just refuses to do her taxes but just recently agreed to let me help her out.

 

#2 - No comments.

 

#3 - We've discussed having her mail forwarded, but she is still somewhat independent and refuses to allow us to take over certain things like paying bills, etc.  Her bills, etc. are getting paid, it's just the taxes she has been neglecting.

 

Thanks again.