Estate return extension rejected

[Kea]

Reject code that name & EIN don't match. I'll check tomorrow to see if client can send me official form to make sure everything matches.

The only document I have in the estate name does match what I have.

I do remember the client mentioning that the attorney closed out the estate in 2011. I'm guessing this is the source of my problem? If so, can the EIN be re-established with the Estate name? At least until the tax return is processed?

Now what??

[Lion EA]

The letter from the IRS issuing the EIN would have the name the IRS uses, or maybe even the SS-4 applying. Usually the first four letters of the last name needs to match the EIN.

[Kea]

Thanks Lion, I do plan to check that tomorrow.

But would closing the estate cause the EIN to no longer be valid (and / or match the estate name)?

[gfizer]

Closing the estate is not the problem. I file 1041 forms all the time for estates that have been finalized during the preceding year. There is nothing reported to the IRS to notify them when an estate is closed until they receive a 1041 marked "final return."

[Kea]

Turns out the client was reading the info off of the 1099S rather than the IRS issue form. Gave me the EIN for the FILER and they had the name as Estate of Mary J Smith Jones. I was going to use JONE for name code.

When she got the proper document in her hand, I got the correct EIN, with the name Mary J Smith Jones Estate and name code of SMIT.

I've resent. Let's see if it accepts this time.