Obtaining Past Tax Returns Probated Estate Texas

A decedent’s recent tax return(s) can help you discover assets and debts, and file any current tax forms.

If you can’t find a recent return in the decedent’s personal papers or files, you can usually obtain one from their former CPA or tax attorney.

You can also request previous returns from the Internal Revenue Service by following these steps:

• Download and complete IRS Form 4506 (Request for Copy of Tax Return)
• Prove you are the executor by including a copy of your court-approved "Letters Testamentary," or if there have been no court proceedings, include IRS Form 56 (Notice Concerning Fiduciary Relationship)
• Include a death certificate, and the required IRS copying fee
• Mail the documentation listed above and expect a response within several weeks

Serving as an executor can be all-consuming. Certain aspects of settling an estate require significant time and effort, like handling an estate’s real estate holdings.

EstateExec is an online service that helps estate executors perform their duties. Every year, more than 3M people die in the US and Canada, and by law their estates must be settled, with this responsibility often falling to a family member. Although the primary user of EstateExec is the estate executor, it's also common for the original estate owner to purchase a license in advance of his or her death, to make the executor's job easier.

If you have questions concerning probate and real estate in Tarrant, Parker, Wise, Collin, Denton, or Dallas County, contact David Pannell and Cities Real Estate. David has extensive experience helping families with their real estate needs before, during, and after the probate process.

David has been an agent/realtor since 2005. He has served as a United States Marines, City of Arlington police officer, and is a dedicated family man. You can trust him to put your interests first in any and all situations.

Call David today at (817) 797-9047 for help with your real estate and probate needs. You will be treated respectfully, and your requirements will be met efficiently and confidentially.