Orange County California
Trust Attorneys

Call us: (714) 282-7488
Select Page

After your loved one dies, the estate administration begins. The estate itself will need to obtain its own tax identification number. This number is separate and distinct from the deceased loved one’s social security number. Fortunately, obtaining a tax ID number is not a difficult process.

Five Ways to Obtain an Estate’s Tax ID Number

Several methods can be used to obtain a tax ID number. Following is an overview:

  1. Apply for an ID number by mail. Applying by mail is relatively simple. Obtain the form, either from the IRS website or from your local IRS field agency. For example, there is an IRS field office conveniently located in Santa Ana. Complete the form and mail the original back to the IRS. You should have the tax ID number within four weeks.
  2. Apply for an ID number by telephone. A tax ID number can also be obtained by phone. Simply call the IRS Business and Specialty Tax Helpline toll-free at (800) 829-4933. After completing the steps, you will then obtain a tax ID number right over the phone. The number can be used immediately.
  3. Apply for an ID number online. Another easy way to obtain a tax ID number for an estate is to apply online. After answering all of the questions, you will receive your ID instantaneously, and it can be used right away.
  4. Request that your accountant or CPA apply for an ID number on your behalf. Since some of the questions asked during the tax ID application process are tax-specific, some clients prefer to have professional assistance. The accountant or CPA who will be handling the estate’s tax returns will typically obtain a tax ID number on your behalf if you request it.
  5. Request that your attorney apply for an ID number on your behalf. Similarly, you may want to ask your estate administration attorney to obtain the tax ID number for the estate. If you do, he will likely have you complete a form that gives him the authority to apply for the ID on your behalf.

Regardless of the method that you choose, it is important to obtain the tax ID number early in the estate administration process. We would be happy to walk you through this process. Send us an email today for more information!

Pin It on Pinterest

Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.