eaf1213
Level 4
07-25-2020
06:31 PM
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My client was granted executor of her grandmother’s will and needs to get her prior year returns. As a tax professional am I able to request them through the TDS system? Or is there another process for executors? This is the first time I have had a client who needed to request documents so I am not sure what exactly is required. Any information on what I need to do is appreciated.
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qbteachmt
Level 15
07-26-2020
12:25 AM
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The IRS tells you what to do:
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
eaf1213
Level 4
07-26-2020
03:16 PM
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As a tax professional can I request the information through the TDS e-services system by filing a 8821 form like you can for individuals? Or does an executor have to mail in the 4506?
