Deceased Dad's return

[Possi]

Hey, my new client needs to do his deceased Dad's taxes for '09 and '10, and we think Dad probably sent in some quarterly payments.

Also do not have all of Dad's income statements. We are missing one statement, but we have the year end statement for that account. I suggested that we could use that year end statement, as it shows the withholding.

I know we could file them with what we DO have, and send payments in with the returns. If he sent quarterly estimated payments then they would get that money back.

Is there a better way? How does he get this information? Call the IRS? Or is there a form?

I'm leaving my physical office for 2 months (I'll work from CT and not VA) so I'd sure love to wrap this up before Sunday. That's why I suggest we send in what we have with the tax due as they show, and let the IRS send back any overpayments they might find from estimated pmts Dad might have sent.

I know it's selfish, but I really want to get this one done! =)

[MilTaxEA]

Use a POA or 8821 to get the estimated payments through e-services or the practioner hotline.

http://www.taxalmanac.org/index.php/Discussion:ES_tax_payment_amounts_unknown

[Possi]

Thanks for the link

Use a POA or 8821 to get the estimated payments through e-services or the practioner hotline.

http://www.taxalmanac.org/index.php/...mounts_unknown

I read the link. Great resource! Thanks!

My problem is, too, that Dad is deceased. His son would have to do this exercise. I'll have him call the IRS, I guess. He can fax his designation and get things done faster than I could, in this case. Thanks again~

[taxea]

I read the link. Great resource! Thanks!

My problem is, too, that Dad is deceased. His son would have to do this exercise. I'll have him call the IRS, I guess. He can fax his designation and get things done faster than I could, in this case. Thanks again~

If son is rep for Dad's estate, you need a Form 56 and then a POA from son to get Dad's info.