4. Wizard

Form 15107

(Rev. September 2017)

Information Request for a Deceased Taxpayer

Catalog Number 69801H

Important things you should know

We received information that the above named taxpayer is deceased. We need you to complete some information about the deceased so we can resolve any tax account issues.

Additional Information

• Visit www.irs.gov/lp60.

• For additional information about filing for a decedent, visitwww.irs.gov and search key word “deceased.”

• For tax forms, instructions and publications, visit www.irs.gov/forms-pubs or call 800-TAX-FORM (800-829-3676).

 

If you need assistance, please don’t hesitate to contact us.

All fields marked with an asterisk (*) are required.

Note: Look at the top left corner of the first page of the letter to determine location. Do not use the address on the payment stub at the bottom of the letter.

This number must start with a 0 or 1.

Cannot Proceed

If you have not received IRS correspondence LP60 requesting that you complete and return Form 15107, do not continue.

All fields marked with an asterisk (*) are required.

Address of taxpayer(s)

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

All fields marked with an asterisk (*) are required.

Provide the information requested below. If you prefer to provide this information by telephone, call the IRS at the telephone number listed on the correspondence (LP60) you received from the IRS.

Surviving Spouse's Information

Must be 10 digits without dashes. Ex: 2342341234.

Use the dropdown list to select a state.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Legal Executor's or Personal Representative's Information

Must be 10 digits without dashes. Ex: 2342341234.

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Regardless of whether a probate estate has been opened, list assets owned by the decedent on the date of death, such as bank  accounts, stocks, bonds, real estate or personal property, whether owned direct by the decedent or held in a trust created by the decedent

Bank accounts (Account number, Bank name)

Real Property Address

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Use the dropdown list to select a state or territory.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Must be 5 or 9 digits without a dash. Ex: 12345 or 123451234.

Personal Property

(e.g., stocks, bonds, jewelry, etc.)

Description of Personal Property 1

(e.g., stocks, bonds, jewelry, etc.)

Description of Personal Property 2

(e.g., stocks, bonds, jewelry, etc.)

Description of Personal Property 3

(e.g., stocks, bonds, jewelry, etc.)

Description of Personal Property 4

(e.g., stocks, bonds, jewelry, etc.)

Description of Personal Property 5

    Maximum of 1 file can be attached up to 5 MB. You may attach either a pdf, jpeg or a png file.

    All fields marked with an asterisk (*) are required.

    Review

    Review your information below. If you need to make changes, you can use the Edit links to go back to previous sections to ensure your information is accurate.

    Your Form Has Been Submitted

    Click here to download a pdf for your records