Getting a Copy Tax Return for a Deceased Person

If you are the one that is responsible for handling the tax information for a deceased person, then you may need to understand more about how to get a copy tax return from a previous year. You may need to look at the prior year tax return in order to understand what needs to be done for the current year. You will want to also gather up any important financial documents that show their income and their expenses. It is much like filing your own return, but you will be filing for someone else since they are deceased. There is definitely one thing for sure- there is truth to the saying that the only two things in life that are for certain are death and taxes, and sometimes they go hand in hand.

Hiring a Professional

Sometimes the best thing that you can do is hire a professional to handle their tax return for you. This will ensure that everything is done correctly. They are very experienced in dealing with situations like this, and they will know what needs to be done in order to ensure correct and timely filing of the taxes. They will work with you to gather up the information that they need. Once they file everything, make sure that you request a copy tax return for your files in case anything ever arises out of it since you are the one that is responsible for it.

The Importance of Copy Tax Returns

When you are dealing with the estate of a deceased person, you must make sure that you leave no stone unturned. This means making sure that you have a paper trail of everything that you have done to handle the estate. If they trusted you to take care of things for them, then you will want to do your best to make sure that they are done right. If anyone has questions about the taxes or any other information, you will want to be prepared to show them the actual return. Make a copy tax return and store it away with your important documents. Keep this for at least the next six years in case there are questions or concerns.

Obtaining Copy Past Tax Returns

If you are having trouble locating the deceased past tax returns, then you may want to consider ordering them from the IRS. They will want to make sure that you have the authorization to receive the documents. You will need to provide them with the proof that they need to be able to send you this personal information regarding the deceased financial tax records. They will then be able to get you the forms that are necessary in order to get the copy tax returns that you need for the prior years. It is recommended to get the copy tax return from the past two years just to ensure that you have everything you need.
Dealing with the Estate
Once you have taken care of everything as far as the financial documents and tax returns go, you will then need to deal with the estate. Many people hire an attorney to help them handle everything that goes with this. It is really a lot of detail sometimes, and it may be something that you are not prepared to deal with at the time. Sometimes deaths are very unexpected and you may not even know that you were the one that was set out to execute the estate. From a copy tax return to the execution of the estate, make sure that it is all done respectfully.

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Posted by on Sep 14 2011. Filed under Request Tax Return. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

69 Comments for “Getting a Copy Tax Return for a Deceased Person”

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