Question
How to handle a taxpayer with dementia
Client of mine that I have a signed Federal and CA FTB POA for normal tax matters. I now find out the client has dementia and that the family is trying to obtain conservatorship.
Box 5(a) on the 2848 isn’t checked, so I don’t have the authority to sign the returns. I’ve basically told the family that I need guidance from their attorney before I proceed with any additional work.
10/15 deadline is approaching. Fees and penalties will kick in.
Any thoughts?
