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BENEFICIARY REFUSES TO GIVE SOCIAL NUMBER OR EIN NUMBER

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Level 1
 
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3 Replies 3
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Level 12

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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"Level Up" is a gaming function, not a real life function.
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Level 15

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. 


ex-AllStar
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Level 15

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


ex-AllStar