EIN APPLICATION

[Marie]

I applied for an EIN for a deceased individual's revocable trust.  I marked revocable, put in date of death and got the number.  Now the letter that I printed on line says form 1041 needs to be filed on 12/12/2022 (that's the day I applied for the number)

And after review they determined I needed to file tax returns as far back as 2010.  How do I fix this? 

[Lee B]

"Trusts should enter the date the trust was funded or the date that the trust was required to obtain an EIN under Regulations section 301.6109-1(a)(2)."

I believe you have to mail a letter explaining what needs to be corrected. Address should be enclosed with the mailed EIN letter received from the IRS

or an online search will pop up the address.

 

 

[Marie]

ok thanks.  can we go ahead and use it while i'm changing it

[Lee B]

The EIN won't change. Unwanted complications may arise due to how long it will take for a correction letter to be processed versus when the trust return is filed.

 

[michaelmars]

Once the person dies revocable trusts end and they usually become irrevocable.