[WSBAPT] EIN Confusion

John J. Sullivan sullaw at comcast.net
Tue Nov 10 16:39:35 PST 2020


When I do the EIN applications online, In almost all cases I check the Sec. 645 box so it is for both the RLT and the estate. 

I belief you can file a Form 8855 to do that when the estate already has an EIN. 

John J. Sullivan

Sent from my iPhone

> On Nov 10, 2020, at 2:17 PM, Diane J. Kiepe <DJKiepe at depdslaw.com> wrote:
> 
> 
> Seeking a new one under the Trust will not create an issue.  Even folks with RLTs sometimes get an estate id too if the RLT is used for limited purposes.
>  
> I have  heard (but it hasn’t happened to me yet), that the estate may get a letter asking why they didn’t file a 1041 – again in my 16 years, I have never gotten a letter for plain estates or trusts asking where my 1041 was.
>  
> Diane J. Kiepe
>  
> Diane J. Kiepe
> Douglas Eden
> 717 W. Sprague Ave.
> Suite 1500
> Spokane, WA  99201
> djkiepe at depdslaw.com
> 509-455-5300
>  
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
> Sent: Tuesday, November 10, 2020 1:24 PM
> To: 'wsbapt at lists.wsbarppt.com' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] EIN Confusion
>  
> Client, prior to consulting me obtained an EIN for the “estate” of his deceased partner. Turns out, she had a RLT, and what they needed instead was an EIN for the trust, now that partner has died.
>  
> Is there any way to fix this, or will seeking a new EIN cause problems?
>  
> Heather
>  
> Heather S. de Vrieze
> Attorney-at-Law
> <image001.jpg>
> 3909 California Avenue SW
> Seattle, WA 98116-3705                         
> (206)938-5500
> heatherd at westseattlelaw.com
> www.westseattlelaw.com
> Click here to connect with de Vrieze | Carney on Facebook:   
> <image002.png>
>  
> For the latest information regarding firm operations and to see precautions we are taking in light of the Coronavirus crisis please visit our firm’s website, www.WestSeattleLaw.com.
> If I am sick, I will stay home, I ask you to do the same.
>  
>  
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.
>  
> ***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20201110/e365fe01/attachment.html>


More information about the WSBAPT mailing list