How to get a ein for an estate

If you need to get a tax ID number for an estate, first complete IRS Form SS-4. You can get a printable version of this form from the IRS’ website and then fill out all the required lines. When you're completing the form, be sure to check the box for “Estate” in Line 9a. Once that’s done, apply for an Employer Identification Number (EIN) using the information from your completed IRS Form SS-4. You can apply for the EIN online, by phone, by fax, or by mail. For more information from our co-author, including how to complete lines 1 through 18 on your IRS form, scroll down!

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How do I get a tax ID number for an estate in Florida?
How do I get a tax ID number in Texas?

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If you are the executor or personal representative of an estate, you are responsible for overseeing the property and money of the deceased person’s estate. You’ll need to collect assets, pay creditors, distribute assets to beneficiaries, and handle taxes. In order to fulfill your financial and legal duties, you’ll need to apply for deceased estate tax file number online. Here is a guide for getting a tax ID for the estate of deceased individual.

Apply for an Estate Tax ID Now

Verify the Fact You Are the Executor

In order to get an EIN number for estate of deceased, you’ll need to prove you are the responsible party. The probate court or will of the deceased will designate the representative. Prepare information to prove you have the authority to manage the estate, including:

Your Social Security Number
The Social Security Number of the deceased individual
Your address

Once you gather these details, you are ready to apply for an estate tax ID number.

Apply for Estate Tax ID Online

The most convenient method for obtaining a federal tax ID number for an estate is via the internet. Here at GovDocFiling, we provide an easy application process 24/7 year-round. Once you submit your estate tax ID application, we process it and deliver your tax ID quickly–usually within hours*. Our tax ID application form is simple so you can easily understand it and fill out the details with accuracy.

*Most EINs are processed same or next business day, unless bundled with state formations, processing times will vary.

Receive the Tax ID Securely

Once you complete the application, you will get a secure email with all your tax ID information. Once you have your tax ID, you can open a bank account for the estate and start fulfilling your obligations as the personal representative.

Getting a tax ID for the estate of a deceased individual is a straightforward process when you apply via GovDocFiling. Start the application process now and receive your estate tax ID quickly and securely.

The following is a step-by-step guide to assist you in applying for an Estate EIN using the IRS' online application. The information below is for informational purposes only and should not be relied on as legal advice. You should consult a probate attorney if you have questions about your particular probate matter.

Step 1

While you can apply for an estate EIN by mail using IRS Form SS-4, you can apply online which is a fast and convenient method of obtaining the tax number. The online application can be found by clicking "Apply Online Now" at this website: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

Step 2

The IRS website makes it very easy for you to navigate through the application with a few clicks of the mouse. Read through the "EIN Assistant" and then click on the button marked "Begin Application."

Step 3

Select the "Estate" radio button and click "Continue."

Step 4

The application will ask you to confirm your selection. Click "Continue."

Step 5

Input the Decedent's legal name and social security number and click "Continue." TIP: ensure the information you enter matches the IRS records.

Step 6

Enter details about the Executor/Administrator/Personal Representative. If you are unsure if you are an "Executor" (named under the decedent's Will) or "Administrator" (no Will), you can confirm your fiduciary title on the filed "Letters" (Judiciary Council Form DE-150).

Step 7

Enter the mailing address of the Executor or Administrator. This address will be used for correspondence between the estate and the IRS.

Step 8

Confirm the pre-filled information about the estate. Note: the system will assume the probate occurs in the county and state where the Executor or Administrator lives. So, if the probate was filed in a county or state other than where the Executor or Administrator lives, you will need to modify those fields. Enter the month and year the decedent died (this is when the probate was funded) and the closing month of the accounting year. Most closing months for the accounting year will be in December.

Step 9

If there won't be any employees, select "No" and click "Continue."

Step 10

For faster processing, click "Receive letter online" and click "Continue."

If you have questions about or need assistance with a probate in California, Lauren Rios is an experienced probate attorney who can help you navigate the probate process. Contact us today!

How do I get a tax ID number for an estate in Florida?

Go to: Apply for an Employer Identification Number (EIN) Online and click on the “Apply Online Now” button..

Click on the “Begin Application” button..

Select “Estate”.

Confirm that you want to create a tax id for an estate..

Enter information about the deceased. ... .

Select the type of executor/administrator..

How do I get a tax ID number in Texas?

You will need to apply using form AP-201, Texas Application (PDF). Email the application to [email protected] or fax the application to 512-936-0010. To complete the application, you will need the following documentation: Sole owner's Social Security number.