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posted Jun 6, 2019 8:58:41 AM

I used ein for the trust. do I use a SSN or the EIN when completing beneficiary information

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Level 15
Jun 6, 2019 8:58:42 AM

"I used ein for the trust."

You would use the trust's EIN on the 1041 and the trust's section of the K-1 and then the SSN of the beneficiary in the beneficiary's section of the K-1. 

1 Replies
Level 15
Jun 6, 2019 8:58:42 AM

"I used ein for the trust."

You would use the trust's EIN on the 1041 and the trust's section of the K-1 and then the SSN of the beneficiary in the beneficiary's section of the K-1.