How Executor Gets an Estate of a Deceased Individual EIN Tax ID Number from the IRS
If you are the executor or personal representative of an estate, you are responsible for overseeing the property and money of the deceased person’s estate. You’ll need to collect assets, pay creditors, distribute assets to beneficiaries, and handle taxes. In order to fulfill your financial and legal duties, you’ll need to apply for deceased estate tax file number online. Here is a guide for getting a tax ID for the estate of deceased individual.
Verify the Fact You Are the Executor
In order to get an EIN number for estate of deceased, you’ll need to prove you are the responsible party. The probate court or will of the deceased will designate the representative. Prepare information to prove you have the authority to manage the estate, including:
- Your Social Security Number
- The Social Security Number of the deceased individual
- Your address
Once you gather these details, you are ready to apply for an estate tax ID number.
Apply for an Employer Identification Number (EIN) Online
Go to:
https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
https://sa.www4.irs.gov/modiein/individual/index.jsp
Click 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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Middle name/initial |
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Last name* |
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Enter the first name, middle initial and last name of the decedent, followed by “Estate”.
Enter the name of the executor, administrator, or other fiduciary.
Enter the mailing address. This is the address where all IRS correspondence will be sent.
Enter only if different from the mailing address on Lines 4a-b. Enter the county and state where the will is probated.
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Check “Estate” and enter the SSN of the decedent on the line provided. N/A
Check the “Other” box and enter “Estate Administration”.
Enter the date the estate was funded.
Enter the last month of your accounting year or tax year.
Enter the highest number of employees expected in the next 12 months (Agricultural, Household or Other). If none, enter 0 and skip to Line 16.
If you expect your employment tax liability to be $1,000 or less in a full calendar year and want to file Form 944 annually instead of Forms 941 quarterly check “Yes”. (To file Forms 941, check “No”.)
If the estate has (or will have) employees enter the date the estate will begin to pay wages (Month, Date, Year) If no employees, leave blank.
Check the “Finance & Insurance” box.
Enter “Estate Administration”.
If the applicant shown on line one (1) ever previously applied for and received an EIN, check “yes”. If “yes” enter previous EIN on the line.
Complete the Third Party Designee section only if you want to authorize the named individual to receive the EIN and answer questions about the completion of this form. You must also sign the application for the authorization to be valid.
Name and Title: Print the name and title of the fiduciary.
Telephone Number: Enter the telephone number where IRS can reach you if IRS has questions about your application.
Signature: The fiduciary must sign the application if the Third Party Designee section is completed.
Note: If you use an estate to create a trust, the trust is considered a different entity type and a new EIN is needed.
