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JOHNNYCPA
JOHNNYCPA
Level 4
May 12, 2026
Question

IRS 8821- for a deceased person

  • May 12, 2026
  • 1 reply
  • 9 views

can anyone tell me how do I get W2/1099s for a deceased person?

I have an IRS professional tax account.  Do I upload 8821 signed by the court representative?

 

John

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
May 12, 2026

You need to complete the Form 56, to establish a fiduciary for the deceased, that fiduciary can sign the 8821 to get transcripts.

Back during Covid, I was allowed to fax the Form 56, death certificate and court papers assigning a representative along with the 8821 and got transcripts over the phone with PPS, but I think generally, the Form 56 needs to be mailed in.  They made an exception due to Covid and the lack of humans at IRS opening mail.

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