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Obtaining Tax Docs For a Deceased Individual


Crank
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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.

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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. 

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