L-9 tax return requirements

Asked July 21, 2018, 12:12 PM EDT

My mother in law passed away in 2011. She was in her 90's and had not worked for years prior to that. She worked as a waitress with very low income. Her son as the executor of the estate and also a Class A beneficiary is asked to include her last tax filed form with an L-9 form for a waiver on inheritance tax. Not sure how to get that information after more than 10 years. Is there a limitation on how many years back that you have to provide that information?

Middlesex County New Jersey

1 Response

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