We routinely are asked to file tax returns for recently-deceased family members. Often, the executor (normally the brother or sister of the decedent) can’t find all of the W-2s, 1099s, or other tax documents that we need or they might not even have a copy of the previous-year’s tax return for the decedent. Our normal process is to have the executor sign a power of attorney so that we can ask the IRS for the decedent’s W-2s and 1099s and have the IRS provide us with a copy of the previous-year’s tax return. This ensures that we “know what the IRS knows” and then can build upon that in order to make a complete tax filing for the decedent.
Accounting and Consulting