Client applied for an EIN number for a revocable trust after the death of the grantor and used the creation date of the trust (2009) rather than the date of death. It is my understanding that the trust is now irrevocable due to death and the date of death should have been used. So, accordingly the IRS is now asking for all 1041s from 2009 through 2022. My solution is to write a letter to the IRS to correct the date explaining the situation and that all income throughout those years has been reported on grantors personal tax return. And, then use the existing EIN to file the 1041 for the trust. There will be a small amount of taxable income from the trust. Am I on the right track?
Thank You
