Does the IRS need a copy of a death certificate?

Yes, as the executor of the estate you can get copies of tax returns filed by a deceased taxpayer by completing and mailing a Form 4506-T. You will need to include a copy of the death certificate and a court document naming you as the executor.

The IRS doesn't need a copy of the death certificate or other proof of death.

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. You must file Form 1310 if the description in line A, line B, or line C on the form above applies to you.

For those who wish to continue to receive estate tax closing letters, estates and their authorized representatives may call the IRS at (866) 699-4083 to request an estate tax closing letter no earlier than four months after the filing of the estate tax return.

The IRS doesn't need a copy of the death certificate or other proof of death.

More info

Print or type "Deceased" and the date of death next to the taxpayer's name at the top of the return. File the final income tax returns of a deceased person for current and prior years, pay any balance due and claim the refund.File an estate income tax return. For a copy of the deceased person's tax return, submit Form 4506, Request for Copy of Tax Return. There's a fee for each return you request. For paper returns, the filer should write the word deceased, the deceased person's name and the date of death across the top. Complete the enclosed Form 15107 and return it in the envelope provided within 30 days from the date of this notice. What you need to do. To quickly search for a notice or letter on this page, you can press Ctrl-F in most browsers and type in the number or name, then press Enter. You should also complete and file with the final return a copy of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.

Date Of Death Balance Letter With Irs In California

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