So, just got off the phone with absolutely the most rude IRS agent I have every spoken with! In the past, I have been able to send a POA signed by the executor, along with the Letters Testamentary and a copy of the death certificate in order to get information on the deceased's account. It was a no go with this agent - which was fine - but he would not clarify ANYTHING since no Form 56 was on file.
I faxed him all of the above items, and was trying to get a wage and income transcript, which was listed on the POA. Now, I need to prepare a Form 56 and mail it in. My question is basically do I need to resubmit the POA, and if so, can I send it with the Form 56. Why he could not answer this question is beyond me!! Does anyone know? Also, does anyone have a clue as to how long it takes to have a Form 56 processed these days?