Finance Questions? Ask a Financial Expert for Answers ASAP
IRS SB/SE Estate Tax Group 1205,XXXXX, N.E. (UCP-CNN-730), Washington, DCNNN-NN-NNNN U.S.A.; telephone: (202) (NNN) NNN-NNNN fax:(NNN) NNN-NNNN
Customers will likely be asked to provide the IRS with copies of the estate tax return and
statements filed with a tax or regulatory authority outside the U.S., and a copy of the decedent's death certificate.
Form 706-NA is not the formal transfer certificate request. You can make the request by writing the address listed above.
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the 706-na was sent to the irs estate tax group in Cincinnati I included the death cert and probate documents with the return so the irs has these the ibm shares are held in my wife,s account by computershare in their instructions they indicate ihave to write to an estate tax group with an address ofXXXXXin Washington dc which is different from your address; so I assume that even though the return has been filed and processed I should request the certificate from the group per the address provided by computershare and include the tax notice I received form Cincinnati as the only additional documentation