Obtaining Past Tax ReturnsShow Table of Contents
A recent tax return for the decedent can be very helpful in discovering assets and debts, and in filing any current tax forms.
If you cannot easily find a recent return in the decedent's papers, or obtain one from the decedent's lawyer or tax accountant, then you can request a copy from the IRS:
- Download and complete IRS Form 4506 (Request for Copy of Tax Return)
- Prove you are the executor by including a copy of your court-approved "Letters Testamentary", or if there have been no court proceedings, include IRS Form 56 (Notice Concerning Fiduciary Relationship)
- Also include a death certificate, and the required IRS copying fee
- Mail everything, and expect a response within "a few" weeks