After losing a loved one, gathering tax records is an important step toward settling their affairs. The executor, estate administrator or other personal representative must show proof of authority to obtain records from the IRS. There’s generally a fee for copies of tax returns, but many tax return transcripts are available for free. A transcript shows most entries from the original return and may provide information from Forms W-2, 1099 or 1098 upon request. You might need to update the deceased person’s address with the IRS to receive correspondence. Contact us for help obtaining records and meeting tax responsibilities during this difficult time.
