Client passed in 2021 and it has not been an easy time dealing with the bickering family.
Just now, we received a request for 2018, 2019, 2020, and 2021 for the tax returns of the deceased client.
It is probably OK to send them to this person, but I don't want to.
Our engagement agreement states clearly that I don't have to.
But he is incorrectly, in my opinion, quoting the law that says I have to store and provide them to him and I think next will come some threats.
How is this for an explanation that keep me out of trouble but squashes the notion....
Dear [xxxx]
Storing and delivering prior year tax returns on behalf of clients is not a service that we offer or provide, and we have already met our 26 CFR § 1.6107-1 tax code and engagement agreement obligations by providing the copies to the late Mr XXXXX upon the filing of those tax returns. We have also already provided a copy of his 2021 final tax return to you upon its filing.
It might help to note that transcripts can be obtained from the IRS website for generally no cost here:
https://www.irs.gov/individuals/get-transcript
Thanks, ItDepends
WDYT? Anything better to fend off a threat (with no basis)?