How To Obtain A Tax Id Number For An Estate With Pictures

This form must be completed if the estate’s assets generate more than $600 in annual gross income.

In Line 1, enter the first name, middle initial, and last name of the decedent, followed by the word “Estate. " In Line 2, write “N/A,” which stands for non-applicable. In Line 3, enter the name (first name, middle initial, last name) of the executor, administrator, or any other fiduciary, as applicable. In Lines 4a–b, enter the mailing address of the estate. The IRS will use this address when sending any correspondence. Fill out Lines 5a–b only if the executor or administrator has an address different from that of the estate. In Line 6, enter the county and state where the will is probated. In Line 7a-b, Enter the full name (first name, middle initial, last name, if applicable) and SSN of the responsible party (executor, administrator, personal representative, or other fiduciary)

Write “N/A” in Line 9b. This only pertains to corporations using this form.

In Line 16, check the box for “Finance & Insurance. " In Line 17, enter “Estate Administration. " If the decedent has applied for and been issued an employment identification number in the past, check the box for “yes,” and provide the previous number in the space provided. Otherwise, check the box for “no” and write “N/A” in the space provided.

For instance, if you are completing this form and you wish your attorney to be the person to receive the identification number, you would put your attorney’s contact information here.

After you receive your EIN, be sure to save and print your EIN confirmation notice for your records. You can apply online Monday through Friday between 7:00 a. m. and 10:00 p. m. Eastern Time. You will not actually need to mail Form SS-4 to the IRS if you apply for the EIN online.

The phone number to use is (267) 941-1099 and you can reach the IRS between 6:00 a. m. and 11:00 p. m. Eastern Standard Time on Monday through Friday. You may be asked to mail a copy of Form SS-4 after receiving the EIN over the phone. If you are asked to do so, mail it to the address provided within 24 hours of your phone conversation. (Be sure to make a copy for yourself first. )

Internal Revenue Service Attn: EIN Operation (if you’re outside of the U. S. , use “Attn: EIN International Operation”) Cincinnati, OH 45999