Why Does the Executor of a Will Need a W-9 From Me?

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The executor of an estate handles a person's financial affairs after that person passes away. This might require the executor to pay debts and taxes or make certain distributions to the deceased’s heirs. Some estates require the executor to file tax returns with the Internal Revenue Service. To file taxes, the executor might ask heirs to fill out IRS Form W-9, Request for Taxpayer Identification Number and Certification.

Form W-9 and Executors

Executors ask the heir to fill out Form W-9 so the executor can report income properly to the IRS. Form W-9 can be used by individuals or corporations. If the heir is an individual, she needs to simply write her Social Security number in the proper space. For W-9s given to a corporation, a representative needs to use the business’s Employer Identification Number.

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About the Author

Based in Traverse City, Mich., George Lawrence has been writing professionally since 2009. His work primarily appears on various websites. An avid outdoorsman, Lawrence holds Bachelor of Arts degrees in both criminal justice and English from Michigan State University, as well as a Juris Doctor from the Thomas M. Cooley Law School, where he graduated with honors.