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Official form guide
Form 15107-SP: 15107 (SP)
IRS Form 15107 (SP) is a Request for Information of a Deceased Taxpayer form used to gather necessary data about the deceased individual. The form revision date on file is 09/17.
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IRS Form 15107-SP - 15107 (SP)
IRS Form 15107 (SP) is a Request for Information of a Deceased Taxpayer form used to gather necessary data about the deceased individual. The form revision date on file is 09/17.
Risk Radar
Scan points- 1Ensure all assets are listed as of the date of death; failure to list them is a major error.
- 2Failing to provide the decedent's full name and address on the form.
- 3Omitting the date of death when listing assets for the deceased.
- 4Not indicating whether a probate has been filed or not in Section 7.
- 5Providing incorrect contact information for the surviving spouse (Section 5).
Plain English
This form allows someone to request specific tax information from the IRS regarding a person who has died. It serves as a formal way for interested parties to provide key details about the decedent, such as their life and estate status. The information helps the IRS process matters related to the deceased's taxes.
Submission Date
- Filing date: 2018-01-30 22:00:30
- 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 about a deceased taxpayer, as indicated by IRS Form 15107 (SP).
- Do not use it when the information request pertains solely to an estate or trust without needing basic taxpayer identification details.
- Check Form 70964B instead when referencing the catalog number for this specific form.
Form selector
Use this form or another form?
Estate filing requiring primary data
Used to gather initial information about the deceased taxpayer before processing estate returns.
✓ Check Box 8 details.
Trust administration records
Necessary when the deceased held assets in a trust established by them, as listed on line 8.
✓ Check Box 6 for Trustee/Executor info.
General tax information request
This form serves as the primary mechanism to submit data about a decedent to the IRS.
✓ Confirm Section 1-4 are complete.
Deadline or filing window
The form itself does not state a specific deadline for filing in the source material. However, once submitted, the IRS will use this information to proceed with its review process. No extension period is mentioned on Form 15107 (SP).
Checklist
What you need before filling it out
Taxpayer's Date of Birth
Provide the date from line 1 · Form 15107 (SP)
Date of Death
Provide the date from line 2 · Form 15107 (SP)
Spouse's Information
Must include Name, Phone Number, and Address (lines 5a-c) · Form 15107 (SP)
Probate Status
Indicate 'Sí' or 'No' for line 7 · Form 15107 (SP)
Estate Assets
List all assets as of the date of death (line 8) · Form 15107 (SP)
Death Certificate Copy
Attach a copy if available · Form 15107 (SP)
Before you submit
- 1Confirm all required fields for lines 1 through 8 are completed.
- 2Ensure the name and address of the taxpayer(s) in Section (Name and address of the deceased taxpayer) is correct.
- 3Verify that the dates provided for birth (line 1) and death (line 2) are accurate.
- 4If a spouse exists, confirm all three pieces of information (name, phone, address) are listed on line 5.
- 5If an executor/personal representative is named, ensure their full contact details are present on line 6.
- 6If probate has occurred, verify that both the court location and case number are provided for line 7.
- 7Confirm a copy of the death certificate is attached if one exists.
How to file this form
- 1Complete fields 1 through 8 on IRS Form 15107 (SP) using the deceased taxpayer's information.
- 2Attach a copy of the death certificate to support the submitted data, if available.
- 3If providing this form by phone, call the IRS using the number listed in the accompanying letter.
- 4Mail or submit the completed Form 15107 (SP) along with the attachment to the designated IRS address.
Known limitations
- 1The form gathers information about a deceased taxpayer, which is its primary function.
- 2It requires the inclusion of a copy of the death certificate if one is available.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition filed is dated September 2017 (9-2017). The source provides the form number and date but does not explicitly state if this is the latest revision.
What changed or needs a fresh check
- Edition date — confirm September 2017 (9-2017)
- Form Number — confirm it reads 15107 (SP)
- Catalog number — confirm it reads 70964B
- Signature — state the required signature location is not explicitly stated on this page, but signing before sending is standard practice.
- Filing Address — verify the address listed in the accompanying letter if mailing to the IRS.
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed IRS Form 15107 (SP) for personal records.
- 2Retain any correspondence from the Internal Revenue Service regarding this filing to document receipt.
- 3If mailing, retain proof of mailing or tracking number until confirmation is received from the IRS.
- 4If submitting electronically, save a PDF copy of the submission confirmation page.
- 5To correct an error after filing, complete a new Form 15107 (SP) and include a brief letter explaining the correction.
Sources
- SRCForm 15107 (SP) is a Request for Information of a Deceased Taxpayer form, dated September 2017.
- SRCThe form's catalog number is 70964B.
- SRCItem 1 requires the birth date of the taxpayer.
- SRCItem 3 requires the county and state of residence before death.
- SRCItem 8 mandates listing assets (bank accounts, stocks, real estate, etc.) as of the date of death.
- SRCThe form allows providing information by phone using the number indicated on the accompanying letter.
Common confusion points
What if the deceased person was held in a trust?
The filer must list assets regardless of whether probate has been opened.
Confusion
The form asks for residency/death location by county and state, not just city/state.
→ Safe check: Ensure both County AND State are provided for points 3 & 4.
What if the deceased person had a surviving spouse?
The filer must provide separate contact information for the surviving spouse (Item 5).
Confusion
If probate has not been opened, how do you answer Item 7?
→ Safe check: Select 'No' under Item 7 and leave fields 7a and 7b blank.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- IRS Form 1504 (Employee's Withholding Certificate) | This form might be used if the deceased was an employee and their withholding status needs updating based on the data from 15107 (SP).
Questions about IRS Form 15107-SP
What is IRS Form 15107-SP used for?
This form allows someone to request specific tax information from the IRS regarding a person who has died. It serves as a formal way for interested parties to provide key details about the decedent, such as their life and estate status. The information helps the IRS process matters related to the deceased's taxes.
Who must file IRS Form 15107-SP?
The form is filed by individuals or representatives requesting information concerning a deceased taxpayer. Specifically, the filer provides information regarding the deceased person themselves.
What information does IRS Form 15107-SP require?
The Form 15107 (SP) collects various details, including the decedent's birth and death dates, marital status, and names/contact info for surviving spouses or personal representatives. It also requires listing the assets of the deceased in the date of death.
Where do I file IRS Form 15107-SP?
The filer should provide the requested information directly on Form 15107 (SP). If providing information by phone, the filer must call the IRS using the number listed in the letter accompanying this form.
How do I complete IRS Form 15107-SP?
The filer must complete all sections of Form 15107 (SP), ensuring they include a copy of the death certificate if available. The form requires providing details on the decedent, their spouse, and any personal representative first. Finally, the entire document must be signed before submission.
What happens if IRS Form 15107-SP is filed incorrectly?
While no specific penalty is detailed for incorrect completion, failure to accurately provide the requested information will result in the IRS needing additional time or steps to process the request.
Confusion — what should I check?
The form asks for residency/death location by county and state, not just city/state. Safe check: Ensure both County AND State are provided for points 3 & 4.
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