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FAQ

I received my late husband's W-9 form to fill out for what I believe were our stocks. How am I supposed to fill this out or am I even supposed to?
You do not sound as a person who handles intricasies of finances on daily basis, this is why you should redirect the qustion to your familyu2019s tax professional who does hte filings for you.The form itself, W-9 form, is a form created and approved by the IRS, if thatu2019s your only inquiry.Whether the form applies to you or to your husbandu2019s estate - thatu2019s something only a person familiar with the situation would tell you about, there is no generic answer to this.
I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?
Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation.
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