Thank you all for your input. I found out that his wife had signed over the executorship to the nephew. He will sign the 2848 and attach a Letter Testamentary to the 2848.
I have to get POA's for a married couple in order to obtain Wage and Income information. The taxpayer passed away in October. His nephew and niece have been appointed executor's of his estate. As ...
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I have to get POA's for a married couple in order to obtain Wage and Income information. The taxpayer passed away in October. His nephew and niece have been appointed executor's of his estate. As far as I can determine, his wife will be his personal representative. Who should sign his Form 2848?
I did file the return without it. There was a box to check in the 1099-R screen that it qualified for waiver of the penalty. I had one other return that I did the same thing on. They received thei...
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I did file the return without it. There was a box to check in the 1099-R screen that it qualified for waiver of the penalty. I had one other return that I did the same thing on. They received their refund within about 10 days. I advised them that they would most likely receive a notice at some point in time. I just completely missed the Form 8915-E. That is why I asked if it could be mailed in. That is the only way that I can see to handle it.
I have researched and cannot find anything that states this. My client's have difficulty accepting what I tell them, so I wanted to be able to show it to them on paper. Do you know if anything has ...
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I have researched and cannot find anything that states this. My client's have difficulty accepting what I tell them, so I wanted to be able to show it to them on paper. Do you know if anything has been published?