- quote -

Ah yes, by hand.

But hang in there, Kate. I predict IRS will drop the 100
return minimum in the (near?) future.

ChEAr$,
Harlan Lunsford

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

Thanks to Tom & Harlan for their help.

Kate, EA in PA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

Sorry, Harlan, I am enrolled in eServices, but
unfortunately, the number of returns that I prepare is under
100. So I guess I'll just have to do it the "hard" way <G> .

Kate, EA in PA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

CBotella wrote:

- quote -

YOu can get it all! and yes, if son was executor, he may
accord you a POA. then if you're enrolled in eServices (you
ARE, aren't you, Kate?) , it'll be so easy to input the POA
(provided you have income information from the 2001 return
AND don't forget, dates of birth; and then after CAF
notifies you POA is accepted (within less thn a minute) you
can then request the raw 2002 documents, w-2's, 1099's.

ChEAr$,
Harlan Lunsford, EA n LA
11 Oct 04 15:33:59

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

- quote -

Complete a Form 4506-T, checking boxes a, d, and e for both
parents. Have son sign it, attaching a copy of his
appointment as personal representative. Include enough past
years to cover the unfiled year(s) and one additional. With
that information in hand you can at least complete the
income side of the returns, and mortgage interest as a
deduction (if any).

I've had to do this for a client of an attorney client.

--
Thomas E Healy, CPA, PC
1650 38th St., Ste 202W
Boulder, CO 80301
Please send email to: tom[at]tomhealycpa.com, since I block all email at my
newsgroup address.
phone (303) 443-1804
fax (720) 489-3772

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

I have a client whose both parents are deceased. Father
died in 2002, mother in 2003. Client filed the necessary
tax returns for his mother in April 2004 for TY 2003. Then
he received notice from the IRS that his father never filed
his return for 2002.

I have never done any work in the line before. How do I go
about reconstructing his father's ( & maybe his mother's -
joint) tax return for 2002? I have some documents from him
for his father's income.

What info can I get from the IRS to complete a correct
return? What kind of signature will I need for a POA? Will
son's as executor suffice?

Kate, EA in PA

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->