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The 2024 tax organizers dropped in today's forms update.

Please wait for the short certificate or court appointment. If like here, that should take a week or two for the executor to receive, if not in hand already by daughter since you know she met with the attorney yesterday. In the meantime, accept whatever additional medical deductions from the daughter and have it ready to go, but don't discuss the return in detail until you know that this is the daughter also acting as executor. Just say it is in your queue to work on. ETA - saw you are waiting for the document. You are on the proper course.

NYS is known for taxing first, asking for proof later. Happened to me as well. This should not be news to anyone who has NYS nexus, so logs should be kept. For the employee part, I would tell them to pound sand, since their own state worker/union family does not require hour tracking for salaried employees. It remains tough to prove a negative, so one must look at their own situation and make decisions. Such as those who are inactive members of a corp not wanting to trigger employment and tracking what they actually do in case challenged. Since I am not a believer we still have privacy, I allow google to track me (my phone) at all times. It has been handy for me for several reasons. In the timeline, you can relatively easily search for or see how many times at specific locations, which would likely be a great help for this situation.

Not sure how much this might help, but Google being the unasked-for big brother they are often tracks people's location history. If he has a smartphone, he might be able to track each time he went to a rental property to address an issue inside his Google Maps timeline. In addition, email and phone records are also usually stored in the phone and or via the cell phone/telephone records. It's a labor intensive process for the client, but if it's req to avoid a major tax implication, it is what it is.

A typical case of some bureaucrat with nothing better to do. We have these people down here in the Sunny South as well. Of course, I don't know New York law, but it seems that in lieu of statutory compliance, alternate proof should be acceptable. From what you tell us, this alternate proof is overwhelming. I hope you hear from someone familiar with NY.