George4Tacks
Level 15

Here is my guess.

Spouse #1 dies and there was a Family Living Trust. A Marital Trust was established with Spouse #1's assets in it and it should have an EIN and it should have been filing return. (B of the A/B Trust) All of the income from the Marital Trust is generally distributed to Spouse #2

Spouse #2 dies and the Family Living Trust now gets an EIN (A of the A/B Trust) and will file it's first (and maybe last return)

The current Trustee would be the one to apply for the EIN (or you if they authorize you to do so.)


Answers are easy. Questions are hard!

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