[WSBAPT] EIN Confusion

[Philip N. Jones]

Does checking the box on the online application eliminate the need for a Form 8855?
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 – office
(503) 853-1482 – cell
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John J. Sullivan
Sent: Tuesday, November 10, 2020 4:40 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] EIN Confusion

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<mailto: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<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto: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
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3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
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