How the Executor under the Will can obtain a
tax ID number for the Estate. Also to be used by Administrator of Estate where
there is no Will.
The decedent
and their estate are separate taxable entities. You will need to obtain a tax ID number for
the estate from the IRS. An estate’s tax ID number is called an “employer
identification number,” or EIN, and comes in the format 12-345678X. You can
apply online for this number. The ITS calls it the Employer
Identification Number (EIN) even though there is no employer.
EIN
An Employer
Identification Number (EIN) is also known as a federal tax identification
number. It is also used by the IRS for
estates and trusts. The EIN number is needed by the bank to open an Estate
Account.
Have the death Certificate and surrogate papers in front of
you when contacting the IRS.
You can apply for an
EIN on-line, over the telephone, via fax or through the mail. See the instructions for Form SS-4 , Application for Employer I.D.
Number, for further details. http://www.irs.gov/pub/irs-pdf/iss4.pdf
• To apply on-line, use the on-line EIN application available at http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-(EIN)-Online
•
• To get an EIN over the IRS's toll-free telephone
number, call (800) 829-4933. See EIN Toll-Free Telephone Service for more information.
•
• To request an EIN via fax, 24 hours a day / 7 days a
week, Taxpayers can fax the completed Form SS-4 (PDF) http://www.irs.gov/pub/irs-pdf/fss4.pdf
Then fax to Fax Attn: EIN Operation Cincinnati, OH 45999 Fax-TIN: 859-669-5760
To receive an EIN
through the mail, complete Form SS-4 . http://www.irs.gov/pub/irs-pdf/fss4.pdf The instructions for the form provide the correct address.
Online
Go to
then check off Estate
An
estate is a legal entity created as a result of a person's death.
Please tell us about the deceased
person.
* Required
fields
Must match IRS records or this
application cannot be processed.
The only punctuation and special
characters allowed are hyphen (-) and ampersand (&).
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First name*
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Middle name/initial
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Last name*
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Suffix (Jr, Sr, etc.)
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Select One
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DDS
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MD
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PHD
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JR
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SR
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I
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II
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III
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IV
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V
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VI
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- -
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Then follow the prompts
