Follow
Share

Brother is 62 and had a stroke. He has been unable to complete filing for past taxes and his social security. I am his sister, but do not have POA.

This question has been closed for answers. Ask a New Question.
I would not file for SS online because he has a special circumstance. If possible take him with you. Call ahead and see what you will need. Explain his situation and see what u need to bring to prove disability. He should get it with no problem even if the disability is not allowed at this point. Once u apply the check starts in a couple of months.
Helpful Answer (0)
Report

I agree, u first need to find out when he last filed. Then call a CPA because his taxes will need to be filed differently if he has missed years. You will need all his W2s. Interest from banks any income he had in that time frame. SS you r going to have to go to your local office and find out what you need to get him SSD. Actually, he is able to collect at 62 but with a disability he may get more. If it's property taxes, your local township should b able to tell you. He should appoint someone as his POA for financial and medical. It does not make you responsible for his debts, just helps to have it to help him. He should have a will if he has any assets. Good Luck
Helpful Answer (0)
Report

in addition to the other ideas here, I would suggest somehow securing all of his assets so he won't lose them to the IRS over back taxes. What you can do is hurry up and see if he'll transfer any house or other of his assets so he won't lose them to the IRS over back taxes. He can choose someone he trusts who doesn't owe back taxes and doesn't even need the money. Turning his stuff over into some kind of trust or into the name of a trustee or even out right selling everything will not only get the money for back taxes, but it will also give him some extra money for other needs. He can always replace whatever he had to liquidate until everything has settled and the IRS is happy. I would just wait to replace those assets or turn them back over into his name when everything is paid and processed. Anytime you owe back taxes, the first thing you want to do early on is secure every asset including your bank account by putting a trustee on the account or even turning it over to the trustee. That way, if you have fallen on bad times, they won't be made worse by the IRS putting a lien and freezing the account. If you fallen on hard times, you really don't want to lose everything with nothing to show for it, this would make an already bad situation even worse if you don't have the option to secure or even sell off assets to pay back taxes
Helpful Answer (0)
Report

I would start by calling the IRS, unless you have his past tax returns and can see what years he needs to file. They usually send letters if they haven't been filed. But alot of time, they can get put aside with the busyness of life. When I've had to talk to the IRS for my parents, the IRS employee just wanted my parents to tell them it was ok for them to talk with me. You could also fill out form 2848, which gives you POA just for IRS purposes. That has helped me too. Hope this helps!
Helpful Answer (0)
Report

If hes in a facility a social worker should be available to help file for soc sec at least.
Helpful Answer (0)
Report

All of the above is great. I think it is time for him to give you durable and medical POA.

I had to deal with my mother's unfilled taxes and it was made much easier with the help of a CPA.
Helpful Answer (0)
Report

You could also check with the AARP free tax preparer centers...
Helpful Answer (0)
Report

#1 How many years did he miss not filing?
#2 What was his income for the missed years?
#3 Depending on those past year incomes, he may meet the minimum income filing requirement.
#4 Check with the online IRS site to see if he's under the minimum income level.
#5 Check his state minimum income level.
Helpful Answer (1)
Report

You can file for SS on line for him. GET CPA or attorney to do the past year tax returns.
Helpful Answer (0)
Report

Start filing for his SS omline.
Helpful Answer (0)
Report

No tax due, no penalty on an income tax form. There is a three year deadline for filing to get a refund.
Helpful Answer (1)
Report

With the tax preparation software you can do it from home. All he or you need to do is gather all the information and follow the steps. If multiple years have to be completed you might have to go to have someone else prepare them and file back years forms. If he owes nothing and expects a refund I doubt there will be a penalty. At least that would seem logical but since I am not an expert.....
You could call the IRS or go to their website I am sure this is not the first time this has been asked.
Helpful Answer (1)
Report

This question has been closed for answers. Ask a New Question.