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Is there a way to make sure I have found all W2s for my deceased loved one? (He was a freelance musician and I don't know all the employers who would have provided a W2)

 
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JosephS1
Expert Alumni

Is there a way to make sure I have found all W2s for my deceased loved one? (He was a freelance musician and I don't know all the employers who would have provided a W2)

As close as we are to the filing deadline, I do suggest you request an extension to file.  Please keep in mind that an extension to file does not equate to an extension to pay.  You should look at his prior returns if available to see if he usually owed tax when he filed and make a similar payment with the extension request.  If it turns out a payment was not necessary it will be refunded when the actual return is filed.

 

To be able to access information from the IRS on the deceased behalf, you would have to have power of attorney and/or be appointed as a representative by the court.  You would have to submit proof to the IRS before they will release any information to you.

 

Also, as VolvoGirl mentioned, in addition to the W-2's that were received, it is a fair probability that Forms 1099-NEC or 1099-MISC may have been sent to him.  You will need to correlate the deposits made in his bank account to the forms you received on his behalf to determine if there are indeed missing forms.  Again, as it is with the IRS, the bank would not normally release any information to you without the power of attorney form or under a court appointment or order.

 

As I said at the beginning, for now at least you should file an extension to better allow yourself the time to gather the information necessary to file a correct return.

 

@visionaire5 

 

 

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3 Replies

Is there a way to make sure I have found all W2s for my deceased loved one? (He was a freelance musician and I don't know all the employers who would have provided a W2)

He probably wouldn't get any W2 forms but maybe a 1099NEC or 1099Misc for self employment .  And even then you might not get the 1099NEC.  You still have to report all his income using bank records, deposits, receipts etc.  

Is there a way to make sure I have found all W2s for my deceased loved one? (He was a freelance musician and I don't know all the employers who would have provided a W2)

He did get W2s for (some) of his regular gigs.  He just died recently and we won't have access to his bank accounts until we can present the death certificate.  I'm wondering if it's possible for the IRS to tell me what W2s (or other forms) I should be looking for and if so, what are the key words to use to ask for such a thing.  

 

JosephS1
Expert Alumni

Is there a way to make sure I have found all W2s for my deceased loved one? (He was a freelance musician and I don't know all the employers who would have provided a W2)

As close as we are to the filing deadline, I do suggest you request an extension to file.  Please keep in mind that an extension to file does not equate to an extension to pay.  You should look at his prior returns if available to see if he usually owed tax when he filed and make a similar payment with the extension request.  If it turns out a payment was not necessary it will be refunded when the actual return is filed.

 

To be able to access information from the IRS on the deceased behalf, you would have to have power of attorney and/or be appointed as a representative by the court.  You would have to submit proof to the IRS before they will release any information to you.

 

Also, as VolvoGirl mentioned, in addition to the W-2's that were received, it is a fair probability that Forms 1099-NEC or 1099-MISC may have been sent to him.  You will need to correlate the deposits made in his bank account to the forms you received on his behalf to determine if there are indeed missing forms.  Again, as it is with the IRS, the bank would not normally release any information to you without the power of attorney form or under a court appointment or order.

 

As I said at the beginning, for now at least you should file an extension to better allow yourself the time to gather the information necessary to file a correct return.

 

@visionaire5 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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