Discussion:Completing SS-4 for Estate?

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Revision as of 18:13, 27 August 2009
Kevinh5 (Talk | contribs)
(then the answer)
← Previous diff		 Revision as of 19:11, 27 August 2009
Dude7707 (Talk | contribs)
(Given the update)
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{{ForumReplyPost|UserID=Kevinh5|Date=27 August 2009|Text=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.}} {{ForumReplyPost|UserID=Kevinh5|Date=27 August 2009|Text=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.}}
 +
 +{{ForumReplyPost|UserID=Dude7707|Date=27 August 2009|Text=Given the updated replies and info are these correct for the respective Boxes on SS-4?
 +
 +
 +Box 7a - Do I need to name E...I don't believe so since listed on Box 3. '''LEAVE BLANK?'''
 +
 +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?'''
 +
 +
 +And for Form 56:
 +
 +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.
 +
 +
 +}}

Revision as of 19:11, 27 August 2009

Discussion Forum Index --> Basic Tax Questions --> Completing SS-4 for Estate?
Discussion Forum Index --> Tax Questions --> Completing SS-4 for Estate?

Dude7707 (talk|edits) said:

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?

Kevinh5 (talk|edits) said:

27 August 2009
1 stop

do not pass go

do not collect $200


NEVER fill out a form ASSUMING anyone is an executor.


KNOW. Don't assume.

Kevinh5 (talk|edits) said:

27 August 2009
(then also fill out Form 56 once you know)

Dude7707 (talk|edits) said:

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!

Kevinh5 (talk|edits) said:

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.

Dude7707 (talk|edits) said:

27 August 2009
Given the updated replies and info are these correct for the respective Boxes on SS-4?


Box 7a - Do I need to name E...I don't believe so since listed on Box 3. LEAVE BLANK?

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?


And for Form 56:

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.

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