GiantFan
Level 3
01-17-2024
09:45 PM
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No it does not hinge on whether or not there is a probate estate. However the poster talked about getting a tax id# for an estate even though there was no estate, just a qualified living trust. I was trying to point out that the procedure is different depending if there a probate estate or not. The regulations outline the procedure pretty clearly and the original poster should read them if they plan to make the election.