Ian Bryzek, CPA
Tax mail and address changes after death
Redirecting IRS, FTB, and county mail prevents lost notices across systems.
An address change for the IRS does not update the county assessor or Franchise Tax Board. Track each agency's address update separately.
Lost mail is a common reason families miss California property-tax or state income-tax letters.
What to keep with the file
Lost mail is a common reason families miss California property-tax or state income-tax letters.
What to do next
Make an agency-by-agency address checklist and check off confirmations.
What to gather
- List of agencies to update
- Copies of address-change filings
- IRS, FTB, and county confirmations
- Forwarding order details
- Log of notices still arriving at the old address
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
Make an agency-by-agency address checklist and check off confirmations.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.