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<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">You need to go to pay.gov and search “estate tax” in the search bar. The first result will be to order and pay for an estate tax closing letter. You must pay for the closing letter and it will
be sent to the executor.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><a href="https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-the-estate-tax-closing-letter">https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-the-estate-tax-closing-letter</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Anna<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Anna M. Cashman</span></i></b><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black;mso-ligatures:none"><img border="0" width="86" height="62" style="width:.8958in;height:.6458in" id="Picture_x0020_3" src="cid:image001.jpg@01DB1634.5958BDA0"></span><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">Tel (206) 382-4414 ext. 234 / Fax (206) 382-4412 / </span><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><a href="mailto:acashman@khbblaw.com"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">acashman@khbblaw.com</span></a><o:p></o:p></span></p>
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<span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">705 Second Avenue / Suite 800 / Seattle, WA 98104 / </span><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><a href="http://www.khbblaw.com/"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">www.khbblaw.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Mimi Wagner<br>
<b>Sent:</b> Thursday, October 3, 2024 4:53 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Estate tax return transcript<o:p></o:p></span></p>
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<span style="font-size:9.0pt;font-family:"Segoe UI",sans-serif;color:#212121;mso-ligatures:none">You don't often get email from
<a href="mailto:mimi@sanjuanlaw.com">mimi@sanjuanlaw.com</a>. <a href="https://aka.ms/LearnAboutSenderIdentification">
Learn why this is important</a> <o:p></o:p></span></p>
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<p class="MsoNormal">All, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does anyone have any advice for getting a transcript of a 706 return?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have an estate where the CPA is trying to get the transcript using the Form 4506-T, which the IRS website says is the proper form to use to request a 706 transcript.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The IRS keeps responding that transcripts are not available for estate tax returns.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The CPA has asked me to ask around. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">[Hands in air]<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">Mimi M. Wagner
<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">Wagner Law Offices P.C.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">385 Court Street, Suite 4
<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">P.O. Box 3019<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">Friday Harbor, WA 98250<br>
</span><a href="mailto:mimi@sanjuanlaw.com"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue;mso-ligatures:none">mimi@sanjuanlaw.com</span></a><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none"><br>
Phone (360) 378-6234<br>
Fax (360) 378-6244<br>
</span><a href="http://www.sanjuanlaw.com/"><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue;mso-ligatures:none">www.sanjuanlaw.com</span></a><span lang="EN" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D;mso-ligatures:none">This email is sent by a law office and contains information that may be privileged and confidential, or protected by the work product doctrine.
</span><span lang="EN" style="font-size:10.0pt;color:#1F497D;mso-ligatures:none">If you believe that it has been sent to you in error, do not read it. Please notify the sender that you have received the message in error, and then delete it. To comply with
IRS rules, we must tell you that if this message contains advice relating to federal taxes, that advice was not intended to be used, and cannot be used, for avoiding penalties that may be imposed under federal tax law.
</span><span style="font-size:10.0pt;color:#1F497D;mso-ligatures:none"><o:p></o:p></span></p>
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