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Retirement tax questions
No one has access to the tax return your mother prepared for your grandfather. Only your mom would know the account and user ID that she used to prepare the return. Did she print out a copy so that you can look at it? She could still do that and you might see something that seems wrong. Does she still have the tax documents that were used, like any W-2's, 1099's, etc. etc.? Twenty thousand dollars is a large refund. And how do you know "they" want more information? Did the IRS send a letter asking for more information? What does the letter say?
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎January 12, 2026
2:01 AM