Jump to content
ATX Community

Obtaining Tax Docs For a Deceased Individual


Recommended Posts

Client's father passed away in 2020.  Due to family conflict none of the 2020 tax documents (1099s etc) are available.  I contacted the 2019 preparer and he didn't keep copies of the 2019 docs so we are unable to call and request new 2020 docs.

Any advice on how to obtain 2020 docs is greatly appreciated.  Thank you.

Link to comment
Share on other sites

He may not have kept copies, but he had the information to input into his software.  He should be able to give you names of payors, EIN's, and addresses from his electronic records.  In ATX, you could print copies of the input screens. 

  • Like 6
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Recently Browsing   0 members

    • No registered users viewing this page.
  • Create New...