unusual notice from IRS


G

Gary Goodman

We received a letter from the IRS address to a former
client. The notice requested the 2002 tax return. The client
passed away in March, 2001. When I contacted the IRS, I
found out that the service was aware that she passed away.
However, I got the distinct impression that the IRS still
expects a 2002 tax return.

Gary
 
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J

John H. Fisher

We received a letter from the IRS address to a former
client. The notice requested the 2002 tax return. The client
passed away in March, 2001. When I contacted the IRS, I
found out that the service was aware that she passed away.
However, I got the distinct impression that the IRS still
expects a 2002 tax return.
The estate of the decedent may have had income which was not
properly reported to IRS under the estate's EIN.

Every domestic estate with gross income of $600 or more
during a tax year must file a Form 1041.

"Jack" - John H. Fisher - (e-mail address removed)
Philadelphia, Pa - Atlantic City, NJ - West Wildwood, NJ
My Newsgroups & Boards at: http://members.aol.com/TaxService/index.html

Where Ignorance is bliss, 'tis folly to be wise!=:)
 
H

Harlan Lunsford

Gary said:
We received a letter from the IRS address to a former
client. The notice requested the 2002 tax return. The client
passed away in March, 2001. When I contacted the IRS, I
found out that the service was aware that she passed away.
However, I got the distinct impression that the IRS still
expects a 2002 tax return.
Well Gary, I'm still trying to figure out what's the catch?
We would certainly be intersted to know just why IRS is
expecting a 2002 return. Could you possibly get a POA from
exeuctor/administrator/personal rep and find out?

Of course I'd just love to hear IRS say something like....
"Oh, we goofed; no return necessary."

ChEAr$,
Harlan Lunsford, EA n LA
Sun, 14 Nov 2004 18:53:02
 
W

Wayne Brasch

Gary Goodman said:
We received a letter from the IRS address to a former
client. The notice requested the 2002 tax return. The client
passed away in March, 2001. When I contacted the IRS, I
found out that the service was aware that she passed away.
However, I got the distinct impression that the IRS still
expects a 2002 tax return.
IRS must hold some document indicating to them that the
deceased client had some type of income in 2002. This may
be a mistake, but someone has to get a Power of Attorney and
find out what IRS has. This problem will not go away by
itself. It needs to be dealt with as soon as possible.

Wayne Brasch, CPA, M. S. Taxation
 
R

rick++

The estate must file a return for the deceased. They
probably didnt know who the executor was, so contacted the
co-signer on the most recent tax return.
 
G

Gary Goodman

We received a letter from the IRS address to a former
The estate of the decedent may have had income which was not
properly reported to IRS under the estate's EIN.

Every domestic estate with gross income of $600 or more
during a tax year must file a Form 1041.
All assets of our clients get re-titled to the estate
quickly. It helps that the our Estate Administration Dept.
handles the estates for many of our clients.

The IRS wants a 2002 Form 1040. The 1041 was filed.

As far as I am concerned, we did our job. Now, somebody at
the IRS needs to do his or her job.

Gary
 
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T

**THE-RFI-EMI-GUY**

Gary said:
We received a letter from the IRS address to a former
client. The notice requested the 2002 tax return. The client
passed away in March, 2001. When I contacted the IRS, I
found out that the service was aware that she passed away.
However, I got the distinct impression that the IRS still
expects a 2002 tax return.
Only two things are certain Death and Taxes, oops, only one
thing is certain!
 
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G

Gary Goodman

(e-mail address removed) says...
The estate must file a return for the deceased. They
probably didnt know who the executor was, so contacted the
co-signer on the most recent tax return.
I work for a wealth management firm. Our estate
administration takes care of the estate returns.

As I've stated in another thread, we use our address
for each of the returns.

Gary
 

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