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Last time he was in he had to fill out form 56 to identify himself as the fiduciary for his father's estate because his stepmother was the first trustee but she passed away. Now he got a letter from the IRS telling him he needs to send in form 8822 as well, he's pretty sure he understands the letter and what he needs to do but he would like an appointment with you to go over it and make sure. I thought he probably didn't need a full 2hr appt for just going over an IRS letter so I told him I'd check with you and see if you have time to fit him in earlier (in a smaller time slot).
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