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Does my wife (US Green Card holder) need to apply for a tax number with form 1041 because she was bequeathed a foreign estate? Is form 1041 the correct method?

 
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2 Replies

Does my wife (US Green Card holder) need to apply for a tax number with form 1041 because she was bequeathed a foreign estate? Is form 1041 the correct method?

Just to add to my question, the foreign bank which holds the investments is asking for a tax number I believe because they need it for capital gains/distributions withholding before they release/grant her the investments(stocks and mutual funds)

Does my wife (US Green Card holder) need to apply for a tax number with form 1041 because she was bequeathed a foreign estate? Is form 1041 the correct method?

Doesn't your wife already have a SS# or ITIN to give them ?

 

Is she required to file an estate return ( form 1041) for the estate ?  Sounds like the estate needs to pay out the beneficiary which has nothing to do with getting the estate an EIN. 

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