When using Turbo Tax Business For a trust can I use my social security number to report or do I have to obtain an EIN?

[anne-bradmorris]

When filing using Turbo Tax business for a living trust do I need to obtain an EIN or can I just use my social security number?

[tagteam · Accepted solution]

"... do I need to obtain an EIN or can I just use my social security number?"

For a revocable living (a.k.a., grantor) trust, you can use your social security number provided you are reporting using Optional Method 1 (link below).

https://www.irs.gov/instructions/i1041#idm140366310222736

[tropbeach]

Turbo tax won't allow me to enter a social security number for a Revocable Living Trust tax return.  How do I do it?

[tagteam]

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@tropbeach wrote:

Turbo tax won't allow me to enter a social security number for a Revocable Living Trust tax return.

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You need a TIN (EIN) for the trust if you are going to file a Form 1041.

See https://www.irs.gov/instructions/i1041#idm140366310222736

[Critter]

If you have a revocable trust the income is reported on the grantor's tax return and not on a form 1041.   When the grantor passes then the trust becomes irrevocable and requires it's own EIN.