How to Obtain a Tax ID Number for an Estate

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Reading: How to Obtain a Tax ID Number for an Estate

1Obtain and read the instructions for IRS Form SS-4. Form SS-4, issued by the Internal Revenue Service, is required to apply for the EIN that will be [5]
Be sure to read them thoroughly, as the requirements for this form are not easy to understand at first glance.
Form SS-4, issued by the Internal Revenue Service, is required to apply for the EIN that will be used to complete Form 1041, which governs the income tax render for the estate. The instructions for this shape are available online.Be sure to read them thoroughly, as the requirements for this form are not easy to understand at first glance .
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2Obtain a copy of IRS Form SS-4. Once you have read the instructions, you will need an actual copy of the form. This form is available online through the IRS’ website in PDF format.[6]
Print out a copy of this form and get ready to fill it out.
once you have read the instructions, you will need an actual copy of the form. This phase is available on-line through the IRS ‘ web site in PDF format.Print out a copy of this form and get ready to fill it out .
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3Complete Lines 1 through 6. This information in this section serves to identify the estate. Fill out the information as follows:[7]
- 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)
This data in this section serves to identify the estate. Fill out the information as follows :
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4 Write “N/A” in Lines 8a–c. This data is lone used by sealed companies completing this form, and does not apply to an estate ‘s application for a tax recognition number .
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5Check the box for “Estate” in Line 9a. This establishes that you are applying on behalf of an estate. You will also need to enter the social-security number of the decedent in the space provided.
- Write “N/A” in Line 9b. This only pertains to corporations using this form.
This establishes that you are applying on behalf of an estate. You will besides need to enter the social-security numeral of the dead person in the quad provided .
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6 Check the box for “Other” in Line 10. This part of the form establishes your reason for applying for a tax identification number. After checking this box, you are asked to specify a cause. Enter “ Estate Administration ” in this space .
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7 Complete Lines 11 and 12. This information will relate to dates that will be used in determining the estate ‘s tax indebtedness. On Line 11, enter the date the estate was funded ( normally the date of the dead person ‘s death ), and on Line 12 record the last month of your accounting/tax year.

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8 Complete Lines 13 through 15. This data pertains to any employees working for the estate. For case, if the estate hired cooks, maids, gardeners, etc., you would need to fill out these sections as appropriate. Most probable the estate will not have employees, so if this is the case enter “ 0 ” in Line 13 and write in “ N/A ” on Lines 14 and 15 .
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9Complete Lines 16 through 18. This information again serves to identify that you are filling out this form on behalf of an estate. Fill out the information as follows:[8]
- 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.
This information again serves to identify that you are filling out this shape on behalf of an estate. Fill out the information as follows :
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10Complete the “Third Party Designee” section if applicable. Complete this portion of the form if you want to authorize the person named in this section to receive the employer identification number and be able to answer any questions that arise regarding how this form was filled out. Otherwise, write in “N/A” here.
- 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.
Complete this assign of the form if you want to authorize the person named in this section to receive the employer identification issue and be able to answer any questions that arise regarding how this form was filled out. otherwise, write in “ N/A ” here .
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11 Sign and date the form in the space provided. besides be sure to print your list and title and write your telephone and/or facsimile number in the spaces provided .
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12 Have your third-party designee sign if necessary. If you have filled out the “ Third Party Designee ” section, you will want to make sure both you and that third gear party sign this form .
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13 Make a copy of the form for your records. This is an significant legal document and, as with all such documents, you should make a copy that you can reference late. Be certain to keep it in a secure location because it contains a lot of sensitive information .

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