Re: BENEFICIARY REFUSES TO GIVE SOCIAL NUMBER OR EIN NUMBER

philmbs · ‎07-01-2020

qbteachmt · ‎07-01-2020

You are posting on a text-based discussion forum on the internet. You stated some words that provide a condition. You didn't put it into context with why you need that info, or what you are doing. You have posted in a Lacerte community forum of peer uers.

Did you have a question?

More details always help.

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George4Tacks · ‎07-01-2020

Are they also refusing to take any distributions from the estate or trust?

No ein or ssn, then you have a paper file return and just put REFUSED for the ID number.

Answers are easy. Questions are hard!

sjrcpa · ‎07-01-2020

Trustee/Executor should also refuse to make any more distributions until the number is provided.

The more I know, the more I don't know.

BENEFICIARY REFUSES TO GIVE SOCIAL NUMBER OR EIN NUMBER

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