1040 client died in 2018 with IRA account at Wells Fargo. She had federal tax withheld because she collected social security since she worked in the USA for many years. Client was English and resided in England for the past 5 years. Her beneficiary, sister, also English who has never been to the USA had her solicitors request the balance in the IRA portfolio to be sent to her in England.
Wells Fargo withheld 30%, sent it to the IRS in 2019, and refused the solicitors requests to get the money back from the IRS.
I received the 1042-S from the beneficiary but have no idea which IRS form to file to have the money returned to the client. She has no social security number and there is no estate id.
Any suggestions please.
Kenneth S Friedman, CPA