sjrcpa
Level 15

In another forum I am hearing of rejects due to Name Control, despite years of successful efiling..

If you have the EIN letter the name control should be on that.

If not, it is usually the first 4 letters of the last name of the person whose name appears in the trust name.

Ex: The John Smith Irrevocable Trust. Name Control = SMIT.


The more I know the more I don’t know.
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