Crank Posted April 26, 2021 Report Share Posted April 26, 2021 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. Quote Link to comment Share on other sites More sharing options...
Burke Posted April 26, 2021 Report Share Posted April 26, 2021 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. 6 Quote Link to comment Share on other sites More sharing options...
Crank Posted April 26, 2021 Author Report Share Posted April 26, 2021 I didnt think of that. I will give it a try. Thank you. 1 Quote Link to comment Share on other sites More sharing options...
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