I am based in Chennai.
My late son was working between Nov 2012 to June 2019 in the US. My late son had filed his 2019 US tax returns.
He had returned to India in June 2019. He was working in India subsequently.
He had passed away in Aug 2023. He was 36 years at the time of his demise.
His stock plan account was being handled by a fund management company in the US.
When I had approached the fund management company regarding my late son's Stock Plan account with them, they had asked for number of documents.
.
As per the fund management company, Form 5173 (from IRS) has to be submitted along with other documents mentioned in their communication.
They have advised me to seek the help of an estate attorney for obtaining Form 5173.
Is it possible to obtain Form 5173 from IRS by estate lawyers based in India ?
Thanks & Regards,
T.V.Pillai
