You can get in-person help at your local IRS Taxpayer Assistance Center. Call for an appointment after you find a Taxpayer Assistance Center near you.Complete Part I, Items 1 – 7, with the information as it appears on the current certificate. 5. File the final income tax returns of a deceased person for current and prior years, pay any balance due and claim the refund. Locate the closest Taxpayer Assistance Center to you. If the estate is required to file Form 706 or Form 706-NA, attach any of the following documents that apply: • Letters testamentary. The Air District will submit the Form 4506-C to the IRS on your behalf if you are selected for income verification. File Form 1096 and Copy A of the appropriate reporting form with the IRS. Affiant's Background. I am a Special Agent with the Internal Revenue Service, Criminal.