Did they issue a 2022 form W2 for a person who died in 2021? There are many issues here – was the income IRD? When was income earned? When was it paid? To Whom? When was the withholding made?
If the payroll service made a mistake they must amend the filings. I don't think you can issue a W2 the year after someone dies.
Very truly yours,
ROBERT S. BARNETT
Long Island Office:
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Original Message:
Sent: 6/14/2023 11:32:00 AM
From: Robert Brown
Subject: Looking for input from my brilliant NcCPAp
My client received a large assessment on their 2022 federal income tax return. It seems the payroll service made the tax deposits, and filed the returns under the late spouse's social security number, who passed away in 2021.
The payroll service then drafts a letter for my client, requesting that they move the four quarters of 2022, and the first two of 2023.
Love to hear from my homies.
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Robert Brown
Adeptus Partners LLC
Jericho NY
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