Transcripts

[walnut123]

Hello,

A deceased individual's daughter is trying find out whether her father filed an individual tax return for 2021.

She will be the executor of his estate.

Does anyone know what IRS transcript form (if any) she can use?

Thanks

[Just-Lisa-Now- · Accepted solution]

You need to submit Form 56 to establish the fiduciary relationship between her and the estate, then an 8821 for her to give you permission to pull the transcripts, I also sent the court order that assigned the fiduciary and the death certificate and faxed them all to the a rep at PPS...the first rep told me the Form 56 had to be mailed, but I called back again and that one let me fax it.