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Form 15107: Information Request for a Deceased Taxpayer
IRS Form 15107 is an Information Request for a Deceased Taxpayer, used by individuals or representatives to request information from the IRS. The form requires listing assets owned by the decedent on the date of death.
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IRS Form 15107 - Information Request for a Deceased Taxpayer
IRS Form 15107 is an Information Request for a Deceased Taxpayer, used by individuals or representatives to request information from the IRS. The form requires listing assets owned by the decedent on the date of death.
Risk Radar
Scan points- 1Failing to list all assets owned by the decedent on the date of death is a critical omission.
- 2Omitting the county and state of residence prior to death on Form 15107.
- 3Failing to list the legal executor's or personal representative's name (Line 6a).
- 4Not indicating whether a probate estate has been opened for the decedent.
- 5Listing assets owned by the decedent that are held in a trust created by them.
Plain English
This form allows someone acting on behalf of a deceased person to formally ask the Internal Revenue Service (IRS) for specific tax-related details. By completing Form 15107, filers provide key background information about the taxpayer and their estate to help the IRS process records correctly.
Submission Date
- Filing date: 2018-01-30 22:00:25
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when requesting information from the IRS regarding a deceased taxpayer.
- Do not use it when you only need to provide basic identification details and do not need to list assets or probate status.
- Check Form 15107 itself if you are unsure, as no other specific form number is referenced in the source.
Form selector
Use this form or another form?
Requesting information for a deceased individual
This form's purpose is specifically an Information Request for a Deceased Taxpayer.
✓ Check before you continue
Providing tax details for a surviving spouse/executor
The form requires specific fields to be filled out for the surviving spouse and legal executor.
✓ Check before you continue
Listing assets of a decedent without probate status
Regardless of probate, listing assets is required on this form.
✓ Check before you continue
Deadline or filing window
The official source does not state a filing deadline for IRS Form 15107 itself. However, this form is used when information is requested by the IRS regarding a deceased taxpayer, meaning timely submission is necessary to avoid processing delays.
Checklist
What you need before filling it out
Taxpayer's date of birth
Date of birth · Field 1
County and state of residence prior to death
County and state where taxpayer lived before passing · Field 3
Has a probate estate been opened for the decedent
Yes/No selection regarding probate proceedings · Field 7
Surviving spouse's address
Number, street, city or town, state, ZIP Code of surviving spouse · Field 5c
Assets owned by the decedent on date of death
List of assets (bank accounts, stocks, etc.) · Field 8
Before you submit
- 1Ensure you have filled out the name and address of the taxpayer(s) at the top.
- 2Verify that Taxpayer's date of birth (Field 1) is complete.
- 3Confirm the County and state in which the taxpayer died (Field 4) is accurate.
- 4If applicable, verify that both the surviving spouse (Field 5) and legal executor (Field 6) details are fully provided.
- 5Check Field 7 to confirm you have indicated 'Yes' or 'No' regarding probate.
- 6If answering 'Yes' to probate (Field 7), ensure you list the court location and docket number in Fields 7a/7b.
- 7Verify that a copy of the death certificate is enclosed if available.
How to file this form
- 1Complete all required fields, beginning with the taxpayer's name and address at the top of Form 15107.
- 2Determine if a probate estate has been opened (Field 7) and provide court location/docket number if applicable.
- 3List every asset owned by the decedent on the date of death in Field 8, ensuring to include any trust assets.
- 4Enclose a copy of the death certificate with Form 15107 before mailing it to the IRS.
Known limitations
- 1The form does not specify a particular filer category (e.g., spouse, executor) that must complete it.
- 2It is not stated in the official source whether this form applies exclusively to individuals or if entities can use it.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->The current edition of IRS Form 15107 is dated September 2017 (9-2017). The source does not reference a specific 'latest information' page, but it indicates the form was published in that period.
What changed or needs a fresh check
- Edition date — confirm the revision reads 9-2017.
- Catalog Number — confirm it reads 69801H.
- Mailing address — Not stated in the official source.
- Signature — The form requires signatures, though the specific location is not detailed in the excerpt.
Quick Facts
Downloads
After you file
- 1Enclose a copy of the death certificate when filing IRS Form 15107 (9-2017).
- 2Keep a copy of the completed and signed IRS Form 15107.
- 3If providing information by telephone, retain the letter to which this form was attached for reference.
- 4The source does not state how long to keep copies after filing with the IRS.
Sources
- SRCForm 15107 is titled 'Information Request for a Deceased Taxpayer' (September 2017) [Form p.1]
- SRCThe form catalog number is 69801H and it is available at www.irs.gov [Form p.1]
- SRCFilers must provide the taxpayer's name and address on IRS Form 15107 (9-2017) [Form p.1]
- SRCItem 1 requires providing the Taxpayer's date of birth [Form p.1]
- SRCItem 8 requires listing assets owned by the decedent on the date of death, regardless of probate status [Form p.1]
- SRCA copy of the death certificate must be enclosed with IRS Form 15107 (9-2017) (if available) [Form p.1]
Common confusion points
Who needs to file IRS Form 15107?
The form requires listing assets owned by the decedent on the date of death, indicating it is used by individuals or representatives requesting information from the IRS.
→ Check the context of why you are submitting the form.
What should be done if a probate estate has not been opened for the deceased taxpayer?
If the answer to question 7 ('Has a probate estate been opened for the decedent') is 'No', then only items 1 through 6 and item 8 must be completed.
→ Ensure you check the box corresponding to your situation on Form 15107.
What information must be provided about the surviving spouse?
The form requires providing the surviving spouse's name, telephone number, and address (number, street, city or town, state, ZIP Code) under item 5.
→ Verify that all three pieces of contact/identification information for the spouse are present.
What is required if a probate estate has been opened?
If 'Yes' is indicated for question 7, the filer must also provide the court location and docket number of those probate proceedings in items 7a and 7b.
→ Confirm you have filled out both fields under item 7 if you checked 'Yes'.
What should be listed in item 8?
Item 8 requires listing assets owned by the decedent on the date of death, such as bank accounts, stocks, bonds, real estate or personal property, whether owned directly by the decedent or held in a trust created by the decedent.
→ Do not skip this section even if probate has been opened.
Where must the filer send IRS Form 15107?
The form itself does not state a specific mailing address; however, it instructs that if providing information by telephone, the caller should use the number listed on the letter to which Form 15107 was attached.
→ Look at the cover letter accompanying Form 15107 for the required submission address or phone instructions.
What is the revision date of IRS Form 15107?
The current edition on file is dated September 2017 (9-2017).
→ Confirm that the form you are using displays this revision date.
Can I skip listing one type of asset in item 8?
No, item 8 requires listing assets owned by the decedent on the date of death, and examples include bank accounts, stocks, bonds, real estate or personal property; the filer must list all relevant items.
→ Review item 8 carefully to ensure no category of asset is omitted.
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Questions about IRS Form 15107
What is IRS Form 15107 used for?
This form allows someone acting on behalf of a deceased person to formally ask the Internal Revenue Service (IRS) for specific tax-related details. By completing Form 15107, filers provide key background information about the taxpayer and their estate to help the IRS process records correctly.
Who must file IRS Form 15107?
Individuals or representatives must file IRS Form 15107. The form is used when providing information requested by the IRS regarding a deceased taxpayer.
What information does IRS Form 15107 require?
The form collects data including the taxpayer's date of birth and death, county/state of residence, and details about surviving spouse and legal executor/personal representative. It also requires listing assets owned by the decedent on the date of death.
Where do I file IRS Form 15107?
The filer can provide the information directly using Form 15107. If preferring to use telephone service, the caller should use the number listed on the letter this form was attached to.
How do I complete IRS Form 15107?
First, complete all required fields such as the taxpayer's date of birth and the surviving spouse's information. Next, indicate if a probate estate has been opened, noting the court location and docket number if applicable. Finally, list all assets owned by the decedent on the date of death.
Who needs to file IRS Form 15107?
The form requires listing assets owned by the decedent on the date of death, indicating it is used by individuals or representatives requesting information from the IRS. Check the context of why you are submitting the form.
What should be done if a probate estate has not been opened for the deceased taxpayer?
If the answer to question 7 ('Has a probate estate been opened for the decedent') is 'No', then only items 1 through 6 and item 8 must be completed. Ensure you check the box corresponding to your situation on Form 15107.
What information must be provided about the surviving spouse?
The form requires providing the surviving spouse's name, telephone number, and address (number, street, city or town, state, ZIP Code) under item 5. Verify that all three pieces of contact/identification information for the spouse are present.
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