Lisa Roberts-Mamone writes about a new IRS procedure for issuing federal estate tax closing letters in a recent post on Wealth Director. The procedure for requesting a letter is as follows:

Effective for all federal estate tax returns filed on or after June 1, 2015, federal estate tax closing letters will be issued only upon request.

The process for making a request:

  • Timing – no earlier than four months after the date of filing of the return.
  • Contact – telephone the IRS @ (866) 699-4083 (estate and gift tax department).
  • Provide: Name of the decedent, social security number and date of death

Click here to view the complete article and for more information about this new procedure.

Posted by Logan Davis, Associate Editor, Wealth Strategies Journal.