How to Obtain Past Tax Returns for Probated Estates

How to Obtain Past Tax Returns for Probated Estates

Managing a probated estate involves numerous tasks, including obtaining the decedent’s past tax returns. These returns provide crucial information about the estate’s assets and debts and are essential for filing current tax forms. If you can't find recent tax returns among the decedent’s papers, follow these steps to request them:

1. Download and Complete IRS Form 4506
Use this form to request copies of tax returns. It can be downloaded from the IRS website. Complete it carefully to avoid delays.

2. Prove Your Role as Executor
Include a copy of your court-approved "Letters Testamentary." If no court proceedings have occurred, provide IRS Form 56 (Notice Concerning Fiduciary Relationship).

3. Include a Death Certificate
Provide a copy of the decedent’s death certificate along with your request.

4. Pay the IRS Copying Fee
Include the required fee for obtaining copies of the tax returns.

5. Mail the Documentation
Send the completed form, death certificate, and payment to the IRS. Expect a response within several weeks.

Why North Star Real Estate Group Is Your Go-To Resource

At North Star Real Estate Group, we offer more than just real estate services. We assist families with:

• Property Cleanout: We help clear out homes and connect you with estate sale companies.

• Donations: We coordinate donations to charities if you wish to give away personal property.

• Property Improvement: We provide advice on enhancing property value to achieve better sale prices.

Contact Us for Expert Help

If you have questions about probate and real estate in Minnesota or need assistance with obtaining tax returns, reach out to us. Marina Morgan and Natalya Kelly offer dedicated support to guide you through this challenging process.

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