Estate EIN number

How to Get an EIN Number for an Estate (Step-by-Step)

Obtaining an Employer Identification Number (EIN) is one of the first steps in handling an estate’s financial affairs after the passing of a loved one. This guide will walk you through the process of obtaining an EIN to ensure compliance with IRS requirements for estate tax filings.

What is an EIN?

An Employer Identification Number (EIN) is a unique number assigned by the IRS to identify tax accounts for estates, trusts, businesses, and other entities. Despite its name, an EIN is not exclusive to employers; it is also required for estates that need to file tax returns.

When filing an estate income tax return (Form 1041), an EIN is necessary to report estate-generated income and to fulfill tax obligations.

How to Get a Tax ID Number for an Estate

There are three ways to apply for an EIN:

Online (Recommended) – The fastest method, available through the IRS website.
Mail or Fax – Requires submission of Form SS-4.
Phone (International Applicants Only) – Call the IRS for assistance.

Below, we outline the step-by-step process for applying online, the most efficient method.

What You Need Before Applying

Before starting the EIN application, gather the following information:

Decedent’s legal name and Social Security Number (SSN)
Executor’s/Administrator’s name, SSN, and mailing address
County and state where the estate is being probated
Date of death of the decedent

Step-by-Step EIN Application Process

Access the IRS EIN Online Application

Visit the IRS EIN Application page:
Apply for an EIN Online
EIN applications are available Monday through Friday from 8 AM to 10 PM EST.

Begin the EIN Application

Click “Apply Online Now”.
Read through the introductory information and click “Begin Application”.

Select the Legal Structure

Choose “Estate” as the legal structure.
Click “Continue”.

Confirm Estate Classification

The EIN Assistant will display an explanation of an estate.
Review the details and click “Continue”.

Enter Decedent’s Information

Provide the first, middle, and last name of the deceased.
Enter the decedent’s SSN.
Ensure accuracy by cross-referencing IRS records.

Identify the Executor or Administrator

Select the fiduciary relationship:
- Executor/Personal Representative – Appointed in the decedent’s will.
- Administrator – Appointed by the court when no will is present.
Enter the executor’s or administrator’s name and SSN.

Provide the Estate’s Mailing Address

Enter the mailing address where IRS correspondence should be sent.
Ensure accessibility for important tax documents.

Verify Probate Details

Confirm the county and state where the estate is being probated.
Verify the estate’s accounting year closing month:
- If using a calendar year, the closing month is December.
- If using a fiscal year (e.g., June to May), the closing month is May.

Employee Status

If the estate will hire employees, select “Yes”.
If no employees will be hired, select “No”.

Choose EIN Confirmation Delivery Method

Online (fastest) – Instantly receive the EIN.
Mail – Confirmation letter arrives in 4–6 weeks.

Final Steps After Receiving an EIN

Once you obtain the EIN, take the following steps:
- Open an Estate Bank Account – Most banks require an EIN to open an account for the estate.
- File the Estate’s Tax Return – Use Form 1041 to report estate income over $600.
- Maintain Records – Keep copies of IRS documents for future reference.

Need Help Applying for an EIN?

Navigating the EIN application process can be overwhelming, especially during an emotional time. If you need assistance, our experts are here to guide you.

Schedule a Free Consultation Today!

Get help applying for an estate EIN and managing estate tax filings. Contact us now to book a free consultation with an estate professional!