EIN requested estate instead of Trust

Forum|Forum|3 months ago
April 1, 2026
3 replies
12 views

client applied online and requested Estate EIN and House is inTrust. Title on CP575 reflects name and Estate. In the what you need to know portion the EIN states estate or trust. I am under the understanding by calling the IRS the name can be corrected. I've seen post on other sites that says you need to cancel the EIN and re apply. Anyone have any thoughts on the best way to handle ?

says clients deceased parents name Estate and I would correct to clients parents name Irrov Trust

ProConnect Tax

Best answer by BobKamman

The parent died owning only a house, and nothing else? Or are there other assets to administer? Are they in the trust also?

It's much easier to apply for another EIN for the trust, than to call IRS and try to get the name changed. If the estate has no income, you can always file a final 1041 with zeroes. You can wait until IRS asks for it, which is unlikely.

Accountant-Man

Level 13

An estate's income tax return is Form 1041.

A trust's income tax return is Form 1041.

An estate is not a trust, and a trust is not an estate. Which one do you have?

** I'm still a champion... of the world! Even without The Lounge.

sjrcpa

Level 15

Maybe they have both.

The more I know the more I don’t know.

BobKammanAnswer

Level 15

The parent died owning only a house, and nothing else? Or are there other assets to administer? Are they in the trust also?

It's much easier to apply for another EIN for the trust, than to call IRS and try to get the name changed. If the estate has no income, you can always file a final 1041 with zeroes. You can wait until IRS asks for it, which is unlikely.

D

DAPAuthor

Level 3

Thank you for all your responses. I will have client apply for correct EIN for irrevocable Trust and close the EIN they applied for in error. Since they require everyone to do online there should be a way to correct but as everyone mentioned better not to confuse the IRS employees

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