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How can I obtain the necessary tax information for my father's estate in Virginia, given that I submitted a 4506-T Form six months ago but haven't received a response? Probate is nearing completion, and I need to address the estate's tax obligations.
How can I obtain the necessary tax information for my father's estate in Virginia, given that I submitted a 4506-T Form six months ago but haven't received a response? Probate is nearing completion, and I need to address the estate's tax obligations.
Robert James, 20+ years of experience in IRS matters
Answered on September 24,2023
Answered on September 24,2023
For IRS you need to file Form 56 before you can get information on your father's tax status.
About Form 56, Notice Concerning Fiduciary Relationship
You should also check out Publication 559 for more information about filing a tax return:
About Publication 559, Survivors, Executors and Administrators
If you need information from VA, you'll need to contact the VA Dept of Taxation:
You may need to hire a tax professional to help you get the information if your deadline is in two weeks. Getting information for a deceased individual is a very slow process if you try to do it yourself.
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