David had a serious issue, unsure if he had filed for 2024 or not.
- mo4644
- Dec 23, 2025
- 1 min read
David had a serious issue. His relative, a tax pro, had prepared his tax return each year, but had unfortunately fallen deathly ill shortly after David had given over his 2024 tax documents.
He wasn't sure if the tax return had been filed or not.
I taught David how to open an online IRS account and check his official transcripts to see if any return was filed.
Since his relative had always e-filed, we could rule out a paper filed return being stuck in the IRS mile high pile for 6-12 months.
The transcripts would be reliable since it had already been months since the relative had taken ill and the tax return previously e-filed would come up.
It turned out that the tax return was never filed, and we proceeded with the regular process or tax return preparation and e-filing.
If you have a similar issue, keep in mind that there's an easy solution with checking transcripts.
If you find it too complex for you to do yourself, a tax pro can help you with the process, through having you sign a simple tax info authorization form.

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