Pierce Law Group | Estate Administration Lawyers North Carolina
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How do I request a deceased person’s tax forms for an estate? | NC

Pierce Law Group

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Q: How do I request a deceased person’s tax forms from a bank or credit union for an estate? A: Usually, the personal representative makes the request in writing and sends it to the bank or credit union’s estate, decedent services, or tax reporting department. The request should include proof of death, along with certified Letters Testamentary or Letters of Administration to show authority to…

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