Can I Refuse a W-9 If the Name Is Wrong? | NC

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Q: Can I refuse to sign a W-9 if the deceased person’s name is wrong or the requester information is missing, and how do I get a corrected form? A: Yes. In North Carolina probate, you can pause and refuse to sign or upload the form until the request is verified and corrected. A Form W nine request can be legitimate if the estate earned taxable income and the personal representative needs…