u/Federal_Key_1164

​Hi everyone,

​I’m dealing with a simple non-resident alien estate (only a few hundred shares of AMZN) and the brokerage is asking for Form 5173 (Transfer Certificate).

​I know the 5173 can be a headache. For those who have gone through this:

​Is it better to file 706-NA even if the estate is below the filing threshold?

​How do I find a CPA/EA who actually specializes in this specific IRS niche?

​Any insights on the process or how to vet a pro for this would be greatly appreciated. Thanks!

​Hi everyone,

​I am looking for a CPA or EA recommendation to handle a simple non-resident estate tax filing.

​Details:

​Assets: Only a few hundred shares of a single U.S. stock (AMZN). No other U.S. or foreign assets.

​Need: Assistance with Form 706-NA and obtaining the Form 5173 (Transfer Certificate) for the brokerage.

​If you have personally worked with a professional who is experienced with this specific IRS niche and reasonably priced for a straightforward case, please let me know.

​I would appreciate recommendations from people who have successfully navigated the 5173 process. Thanks!

​Hi everyone,

​I am looking for a CPA or EA recommendation to handle a simple non-resident estate tax filing.

​Details:

​Assets: Only a few hundred shares of a single U.S. stock (AMZN). No other U.S. or foreign assets.

​Need: Assistance with Form 706-NA and obtaining the Form 5173 (Transfer Certificate) for the brokerage.

​If you have personally worked with a professional who is experienced with this specific IRS niche and reasonably priced for a straightforward case, please let me know.

​I would appreciate recommendations from people who have successfully navigated the 5173 process. Thanks!