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New Trust EIN upon death

December 26, 2016 • Albert Johnson • Log In to Post Comments

My client got an EIN for his mother's QRT but never used it until she died in 2016.  Then  he provided that number  to the banks and brokers.  

Should I get a new EIN to file the 1041?  The 1041 instructions say a new ITIN is required after death.  But with the banks/brokers having the old number, that would also be a problem...thanks!!!   

 


Comments

I assume the reference to the Form 1041 instructions is probably to an estate, or a trust that previously followed the simplified filing for a grantor trust.  If you have a TIN for the trust that has not been cancelled, you should not get a new one.

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