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New Member
posted Jul 15, 2020 9:27:27 AM

What name do I use while filing for a trust Trust name or trustees name?

Do I use the trust name or trustees name?

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3 Replies
Level 15
Jul 15, 2020 9:31:15 AM

On which form and where? On Form 1041 and associated K-1s, you would enter both.

 

If you are entering information from a K-1 you received, you would enter the name of the trust and its EIN.

 

 

Returning Member
Jul 15, 2020 9:39:31 AM

On the "Personal info summary" it's asking me personal information, but I'm filing for a trust.  

First name, last name, my date of birth, marital status, etc...

Do I put my personal name in the "first and last name" section?  I'm filing on a Business Turbo Tax application.

Returning Member
Jul 15, 2020 9:41:24 AM

Also, it requesting a social security number instead of a EIN#. Do I just put the EIN in the SS section?