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I have a question about applying for an EIN for a trust. My
I have a question about applying for an EIN for a trust. My father had a revocable living trust and named me as the successor trustee. Dad died the week before last. I understand the trust has become … read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,984 satisfied customers
My father recently passed away. I am a trustee of his Living
My father recently passed away. I am a trustee of his Living Trust. I want to file form SS-4 to get an EIN number to open a checking account to pay his bills and distribute monetary gifts to the benef… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
Wow! hope you have some insight. grantor of irrevocable
wow! hope you have some insight. grantor of irrevocable trust passed away in decembe 2017. deferred annuities owned by trust redeemed , but payment not received until 2018 … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
28,206 satisfied customers
The Expert will know how to help. Please tell me more, so we
My mom passed away she had an irrevocable trust , I am the trustee need help on form 593-c … read more
Richard
Richard
Tax Attorney
Doctoral Degree
4,512 satisfied customers
I am try to complete an ss4 form I am not sure where to
I am try to complete an ss4 form I am not sure where to enter the grantor … read more
Tax.appeal.168
Tax.appeal.168
Tax Accountant
5,656 satisfied customers
Mom has passed and her revocable trust is now irrevocable.
Mom has passed and her revocable trust is now irrevocable. So I apply online as the grantor of the new irrevocable trust? I an the trustee of her revocable trust. … read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,680 satisfied customers
My wife's mother was the beneficiary of an irrevocable
My wife's mother was the beneficiary of an irrevocable trust. That trust was set up by my wife's mother's mother in her will. Confusing huh? My wife's grandmother established a trust in her will for m… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,383 satisfied customers
I am selling my deceased mother's home as the trustee. My 3
I am selling my deceased mother's home as the trustee. My 3 siblings are successor trustees. Per California form 593-C, my mother lived in her home for 2 years within the 5 year period prior to the sa… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
28,206 satisfied customers
I have recieved in feb all funds from my mother trust, How
I have recieved in feb all funds from my mother trust, How do i claim or do i have to claim the funds Will I have to pay taxes? Can I use on line tax form The trust was in NC I live in Ca… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
14,081 satisfied customers
Shawn, I just reviewed the question asked previously
Hi Shawn, I just reviewed the question asked previously regarding the "grantor" question in establishing tax i.d. for revocable lvg trust where grantor has passed. You stated it is o,k. to have the re… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,680 satisfied customers
A decedents trust is applying for a TIN. Tte decedent died
A decedent's trust is applying for a TIN. Tte decedent died in May of 2014. The hope is that all assets will be distributed within six months, but it might take longer. So we intend to elect a fiscal … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
Lane, I was chatting with you yesterday regarding write down
Lane, I was chatting with you yesterday regarding write down on the small mortage fund that I run. This is a new question. Most of my investors are family trusts, who give me the original trustors hus… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
14,081 satisfied customers
I have a legal/accounting question for a Florida Estate execution.
I have a legal/accounting question for a Florida Estate execution. There are no assets outside of Trusts (two trust exist), but both 2012 and 2013 personal taxes for deceased must be filed with the IR… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
28,206 satisfied customers
If I received money from a family trust fund do I need to call
If I received money from a family trust fund do I need to call it income if the trust does not file a return?… read more
jbrowning8
jbrowning8
Enrolled Agent
Associate Degree
1 satisfied customers
I would like some advice on the returns I am preparing for
I would like some advice on the returns I am preparing for the 1041 tax returns for the Trusts of my mother-in-law and my late mother. Both trusts were setup as Revocable Family Trusts showing the chi… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,680 satisfied customers
Father and Mother had living revocable Trusts. Father died
Father and Mother had living revocable Trusts. Father died in 2007 and his Trust became irrevocable. Mother has Alzheimer's. I am the Trustee for the Trusts. Can I file a joint 1040 for Mother and Fat… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
My father recently passed away and bequeated to me (thru his
My father recently passed away and bequeated to me (thru his trust) his stock portfolio. I need to re-register his account into my living trust. His financial rep said I must contact a tax advisor fir… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I see a conflict between the W-9 instructions and the 1041
I see a conflict between the W-9 instructions and the 1041 instructions for living/grantor trusts. Here's the deal: daughter and mother have just established a revocable living trust where the daughte… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
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