Funding a Revocable Living Trust

[jimbo107]

My wife and I have just setup a RLT and have transfered our home into the Trust.  We are now getting ready to fund the Trust with savings and investment accounts.  When the attorney setup the Trust they also applied for a EIN for the Trust.  My question is, when funding the RLT is it best to use my personal SSN or the Trust EIN ?  The forms to do the transfer appear to give you a choice of which Tax ID Number to use.

[M-MTax]

It depends on how you want to file with the IRS each year.

Grantor trusts, which you currently have, can use optional methods of filing.

See https://www.irs.gov/instructions/i1041#en_US_2024_publink1000286018