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New Member
posted Aug 9, 2024 10:28:41 AM

I need a TIN for a new trust we set up, where do I get it or how

how do I get a Tax Identification number of

0 3 4479
3 Replies
Level 15
Aug 9, 2024 10:35:17 AM

@tiechej , you apply for EIN  using form SS-4 at the IRS -- see  details here -->

 

About Form SS-4, Application for Employer Identification Number (EIN) | Internal Revenue Service (irs.gov).

 

Is there more one of us can do for you ?

Level 15
Aug 9, 2024 10:36:19 AM
Level 15
Aug 9, 2024 11:57:40 AM

if it is a grantor trust, you may not want an EIN. For example, if it's a grantor trust and has an investment account using the EIN, you'll have to file an annual grantor trust tax return which requires Turbotax Business. in addition, you'll need a separate app to file the individual's return.   if the same account used the taxpayers SSN no return would be required. at such time as the grantor trust terminated and filing a 1041 was required th SS_4 application could be submitted at that time