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Requesting prior year returns as executor

eaf1213
Level 4

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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2 Comments 2
qbteachmt
Level 15

The IRS tells you what to do:

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-getting-information...

 

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eaf1213
Level 4

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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