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Requesting prior year returns as executor

Level 2

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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Level 13

The IRS tells you what to do:



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Level 2

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? 

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