Q: For 56 . Irs no right to act. Is acti violating trust . I am Executer and trustee s d want final
Irs wont release . year 2022 return was llnal and wants me to give W 9 .i refused he got k-1 need final . Hamilton County probate said they will open so i can subpoena. My Dad cant 2 trustees . But his oldest son died o his wige is respnsible for his son. A minor i have ni l of kin.
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A:
I'm sorry you're dealing with these difficulties. Managing the responsibilities of executor and trustee can be overwhelming, especially when the IRS isn't cooperating. It's important to ensure that all your actions are in line with legal requirements to avoid any violations of trust.
Working with Hamilton County probate to open the case and use their subpoena power is a good step. This can help you obtain the necessary documents from the IRS, such as the final K-1. Make sure to clearly present your role and authority as the executor to the IRS to facilitate their cooperation.
Since there is a minor involved and limited kin, it might be beneficial to seek advice from a probate attorney who can guide you through the process. They can help you navigate the complexities and ensure that the estate is settled properly. Stay persistent and keep detailed records of all your communications and actions.
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