[WSBAPT] Changing name of trust with IRS

[Lawrence F. Brown, Jr.]

Assuming the trust is a reporting entity, the easiest way to change the name with the IRS is on the face of the 1041.  There is a box on the form where you can indicate the name has been changed.

Larry Brown


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Lawrence F. Brown Jr.
Attorney at Law
Certified Public Accountant
4318 Preston- Fall City Rd SE
P. O. Box 940
Fall City, WA 98024
Voice: (425) 222-6374
Fax:     (425) 222-6373

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Marcus Fry
Sent: Tuesday, February 4, 2020 3:40 PM
To: WSBA Probate & Trust Listserv (wsbapt at lists.wsbarppt.com) <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Changing name of trust with IRS

Clients want to change name of trust that has an EIN issued by the IRS.  There are a number of trusts with similar names causing confusion for the clients in dealing with financial institutions, etc.  The trust has been amended to reflect the new name, the next step is to notify the IRS.  There is a process for businesses and tax exempt organizations to notify the IRS for a change of name, but I cannot locate a process for trusts.  Any direction on this would be appreciated.

Marcus J. Fry
Lyon, Weigand & Gustafson, P.S.
P.O. Box 1689
Yakima, Washington  98907
Telephone:  (509) 248-7220
Facsimile:  (509) 575-1883

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