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Posted

Client passed away this year; 2015 on extension.  Daughter who's a lawyer is the executor.  Dad usually owes (will get to his returns Friday, I hope.)  Do I need to mail anything in with an 8453?  Such as death certificate (US citizen passed away in the US; would think they know he's dead, but...) or court papers with her appointment?

Sorry.  I know I could look this up, but still have six complex returns in less than five days.  So, hoping someone knows this off the top of their head after dealing with it this year.

[Message just popped up that my sister fell twice and is in the hospital -- IL, I'm in CT -- head injury, four staples, fever, UTI, bruises, chest pain, and more.  Nurse said chemical stress test is abnormal and referred to her cardiologist.  Yikes!  What timing to fly to Chicago now.  Going to have six angry clients.  And, I always prep our own return last after the paying clients and HAVE to file on time to keep my license.  Prayers for younger sister Jan, please and thank you.]

Posted

My thoughts and prayers are with you and Jan, hope she will be OK.  Stay positive. 

Off the top of my head since your taxpayer probably doesn't have a refund and no form 1310 with 8453 and death certificate is required. 

  • Like 1
Posted

Oh, Rita -- prayers for a full and speedy recovery for your sister!  IGNORE the clients; they'll still be there next week.  If you do any return, finish up your own.  Heck, send it as complete as it currently is and amend later if you need to.  

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