IRS Account Access: Need help updating deceased father's account after closure
My fathers account just got closed today and I need to update his information. Anyone know the steps I need to take? This is really urgent and I don't want to mess anything up with the IRS.
13 comments
Andre Rousseau
For a deceased taxpayer's account, you'll need to submit Form 56 (Notice Concerning Fiduciary Relationship) to the IRS. You'll also need the death certificate, letters testamentary or court documentation showing you're authorized to act on behalf of the estate. Call the IRS at 800-829-1040 to inform them of the situation. They might require additional forms depending on your specific circumstances.
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Carmen Vega
Thank you so much! Do I need to get the forms notarized?
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Andre Rousseau
Form 56 doesn't need to be notarized, but the court documents usually do. Make sure to keep copies of everything you submit!
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Zoe Stavros
Hey, I know dealing with tax stuff after losing someone is rough. I recently used taxr.ai to help me figure out my dad's account situation. It's only $1 and it helped me understand exactly what forms I needed and next steps. Check it out at https://taxr.ai - saved me hours of confusion
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Jamal Harris
Is this legit? How does it work?
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Zoe Stavros
100% legit! You upload the transcript and it analyzes everything - tells you exactly what you need to do next. Way better than trying to figure it out yourself
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GalaxyGlider
im in the same boat rn. the wait times on the phone are insane 😤
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Mei Wong
Make sure you have power of attorney documentation too! Learned that one the hard way lol
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Carmen Vega
Is that different from the letters testamentary?
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Mei Wong
yep! totally different thing. you need both sometimes depending on the situation
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Liam Sullivan
just went thru this last month. pro tip: call right when they open at 7am EST. way shorter wait times 💯
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Amara Okafor
Sorry for your loss OP. Its rough dealing with bureaucracy at a time like this 😔
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Carmen Vega
thanks, really appreciate the kind words ❤️
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