grantor trust 1041 no ein

Forum|Forum|2 years ago
April 11, 2024
2 replies
14 views

how do I e file a grantor trust that does not have an EIN but uses the grantor's SSN

This topic has been closed for replies.

PhoebeRoberts

Intuit Community Champion

All the activity is reported directly on the grantor's 1040.

BobKamman

Level 15

You don't. But most of the time the Form 1041 is not required. Why do you think it is? I have one grantor trust for which I file a 1041 (with no entries beyond the entity section, just an attachment showing what items are being reported on the grantor's return) because the trustee is a professional fiduciary, not the grantor. I'm not even sure that is necessary, but that's the way it has always been done.

C

cgordonAuthor

Level 2

Bob

Thanks for replying. Normally, I too disregard the 1041 filing but the client's estate attorney advised the client to file the return with the SSN and rejected obtaining an EIN. I was asking the question from a mechanical viewpoint.

BobKamman

Level 15

From a mechanical viewpoint, I would avoid throwing anything at the attorney. Raising a middle finger might suffice. Meanwhile, tell your client to ask the attorney for a referral to a preparer who is less informed than you.

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