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My deceased father had insurance money that went into unclaimed funds in Ohio. They say line 1 of the W-9 should have my fathers name on it and not mine. Is this right?

vgm76
Level 1

Among other things, the State of Ohio required a Release from Administration from the Probate Court, an EIN for the estate (me as executor) and a signed W-9.  I used my name and my address on the W-9 and signed it since I will be receiving the money.  The State of Ohio now says the W-9 should contain his name on line 1.  I told them how do you expect it signed - he's dead!

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1 Best Answer

Accepted Solutions
IRonMaN
Level 15

Line 1 - "Estate of John Smith"


Slava Ukraini!

View solution in original post

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10 Comments 10
George4Tacks
Level 15
@vgm76 You have come to a site for professional tax preparers to ask you question. If you find what I believe to be THE correct answer to be not helpful, add a comment below that answer with some reasoning.

Answers are easy. Questions are hard!
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vgm76
Level 1
Why would the IRS care to have a W-9 for a dead man’s estate? BTW, how can it be “signed”?
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George4Tacks
Level 15
(a) Ours it not to question why, ours is but to make OH happy so that you can get the money.
(b) vgm76, executor should be how it is signed.
(c) If you have any more questions, ask your attorney or paid preparer. You obviously don't seem to like free advise.

Answers are easy. Questions are hard!
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vgm76
Level 1
I don't mind free especially if it comes from a competent and humble/modest individual.  I don't know about the first but being arrogant casts serious doubt on your intelligence and since you don't know how to spell advice.  Feel free not to send me any more comments.
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abctax55
Level 15
@vgm76  -  Lose the attitude.

This is a forum for TAX Professionals, to assist one another with Intuit software.

YOU are obviously not a TAX pro, and are in to biting the hand of those who attempted to help you.

As you are a DIYer, which is against the intent of this forum, I am locking this thread.

Good luck - I believe there are several on-line place for you to get your free advice/advise /S
I am sorry for your loss, but there is no need to be rude to the volunteers here who have tried to help. (who BTW, owe you nothing).

 @vgm76
Oh...and I forgot to add that @George4Tacks is the THIRD most prolific poster/helper on this forum.  And he is quite modest and humble, as is evidenced by the number of helpful votes he has received over the year for all the  *   F R E E  *  help he has given to the professional (!) tax preparers asking for assistance on the forum.
HumanKind... Be Both
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IRonMaN
Level 15

Line 1 - "Estate of John Smith"


Slava Ukraini!
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George4Tacks
Level 15

You can learn many things by reading the whole form https://www.irs.gov/pub/irs-pdf/fw9.pdf

My favorite part for this discussion is What Name and Number To Give the Requester


Answers are easy. Questions are hard!
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George4Tacks
Level 15

Line 1 - "Estate of vgm's father's name" 

P.S. I don't think John Smith is related to you. Maybe IRonMaN could help you to do the 1041 for this estate. 


Answers are easy. Questions are hard!
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IRonMaN
Level 15

Everybody seems to be unhelpful here.  Maybe you should pay someone that can provide you with helpful help.


Slava Ukraini!
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George4Tacks
Level 15
I just felt the need to make you 2 for 2, since you probably can't make any comments to refute me.

Answers are easy. Questions are hard!
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