Discussion:Completing SS-4 for Estate?
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Discussion Forum Index --> Basic Tax Questions --> Completing SS-4 for Estate?
Discussion Forum Index --> Tax Questions --> Completing SS-4 for Estate?
| 27 August 2009 | |
| RE: Q's on SS-4 for surviving spouse who I assume is to be executor (E)?
H died 7/1/09. 2008 H & W filed MFJ Box 7a - Do I need to name E...I don't believe so since listed on Box 3. Box 10 - Death of Spouse? Box 11 - 7/2/09? Box 12 - December? Box 13 - 0 0 0 Box 16 - Other_________Estate? Or is Boxes 11 - 16 not required since this is not a business entity? | |
| 27 August 2009 | |
| 1 stop
do not pass go do not collect $200
| |
| 27 August 2009 | |
| While I appreciate your professinal concern, I am merely just wanting to know the correct procedure RE: SS-4 for obtaining a EIN for, and it has been confirmed, W is Executor, her H estate!
Thanks! | |
| 27 August 2009 | |
| then the answer is 'that you fill in the blanks as requested' - date entity created would be date of death, date of year end - best select a fiscal year for now, but SS-4 isn't controlling, the 1041 is. | |
| 27 August 2009 | |
| Given the updated replies and info are these correct for the respective Boxes on SS-4?
Box 10 - Death of Spouse? Box 11 - 7/1/09 Box 12 - December? Use say June? Box 13 - 0 0 0 - Leave Blank? Box 16 - Other_________Estate? LEAVE BLANK?
Part 1: Name of Person - Estate of John J. Smith Fiduiciary's Name: Lois M Smith - W Part II 2. Estate 3. 1041 No other changes or appointments by a court have been made RE: Completing Form 56. | |
| 28 August 2009 | |
| Read the will. If no will, there's no executor. You have an administrator instead. In either case the court may be involved. Speak the the estate's atty. | |
