Michael Bratt <
michae...@gmail.com> wrote:
> Client passed away earlier this month (July). She was a retired
> naturalized citizen, never married. She has been filing US tax
> returns for many years. Her income was a pension from her
> previous employer. As far as I know, her estate includes the
> proceeds from the sale, earlier in 2021, of a condo in Argentina,
> her primary residence in the United States and an assortment of
> bank accounts. Her 2020 tax return was filed in March 2021.
>
> Her brother is the executor of her estate and indicates that he
> will be able to close out her estate and be able to file her final
> tax return within the next few months. He seems to believe there
> is a procedure whereby a 2021 tax return can be filed before the
> end of 2021. I am unaware of any such procedure to file a 2021
> tax return with the IRS, final or otherwise, before about February
> 2022.
>
> The executor will need copies of several 2021 1099s. Is there any
> way to coerce the assorted financial institutions to issue those
> before their required date of Feb 1, 2022? Will IRS tax forms for
> 2021 be available for filing before 2022? I have completed a few
> decedent tax returns, but those executors were willing to wait
> until the normal filing dates. Is there something I’m missing?
get the same information from them. If nothing else, he can issue