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My mother had a trust which I I am now the sole trustee
My mother had a trust which I I am now the sole trustee subsequent to her death. The financial institution and tax preparer say I need an EIN. I'm not sure what ategory to even start on on the IRS for… read more
emc011075
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I have questions about obtaining an EIN for a trust
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emc011075
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My mother passed away on April 5th this year. She had a
My mother passed away on April 5th this year. She had a grantor trust and we filed with the IRS for an EIN number for the irrevocable trust after her death. Do I have to file a Form 1041 just to recor… read more
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My parents' Joint Revocable Living Trust was notarized in
Hi! My parents' Joint Revocable Living Trust was notarized in Oct 2018, but the EIN was established in July 2019. In order to report the interest earned in the trust on Form 1041, which is the date cr… read more
emc011075
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My folks made a trust in 2003 with me as the trustee. We
My folks made a trust in 2003 with me as the trustee. We sold the house and the trust got 170,000.00 in proceeds from the sale. The tax I'd number is ***** social. The title company didn't report to t… read more
emc011075
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How does real estate trust report taxes? Is it a separate entity for tax purposes? Does it have TIN?… read more
Tax.appeal.168
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My Mother passed away which resulted in an Irrevocable Trust
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I am trustee for a revocable living trust for the benefit of
I am trustee for a revocable living trust for the benefit of my disabled half brother. His father died last year and his stepmom asked me to become trustee - Grantors are his father and stepmom. The t… read more
DK_CPA
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I had a client pass in 2016 and she had annuities which many
I had a client pass in 2016 and she had annuities which many went directly to her charitable gift fund. The CPA says the 1099's are incorrect because they have the trust tax ID number on them … read more
emc011075
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I am a trustee of a trust and I have never filed a separate
I am a trustee of a trust and I have never filed a separate irrevocable income tax return. My parents have always paid the income taxes on their return, since it was their house before putting it in a… read more
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I need to file form 1041 for a living trust in the case where both grantors have become incapacitated although still alive. Their trust has passed to the successor trustee, my older brother and I had … read more
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My mother in law set up a revocable living trust in 2009.
My mother in law set up a revocable living trust in 2009. She funded the trust with her house and nothing else. No income has ever been earned by the trust. … read more
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My mother passed away in August of 2016 and had a revocable
My mother passed away in August of 2016 and had a revocable trust that I am the trustee of. I established an EIN # for the trust last year. I am in the process of filing for an extension for my mother… read more
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My mother has a living trust. She is the grantor, currently the trustee and the only bene
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My Father passed away on 3/27/14, he and my mother have the
My Father passed away on 3/27/14, he and my mother have the following assets: Home $800K Cash 150K Investments 450K Dad IRA 625K Dad Roth 92K MOM IRA 25K Upon his death, there were two life Insurance … read more
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My ex spouse owes me $100,000. She has a living trust (revocable)
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Tax.appeal.168
Tax.appeal.168
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client died on 11/25/2008 and had a revocable living trust
client died on 11/25/2008 and had a revocable living trust with an EIN. executor (and also beneficiary) elected to receive 2 lump sum distributions from 1099R (1 is a 401K and 1 is an IRA) with trust … read more
Bill
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After the death of my father-in-law (everything held in family
"After the death of my father-in-law (everything held in family trust) we set up a disclaimer trust for part of the funds. My mother in law the remaining Trustee. My husband their son is the Successor… read more
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