How Do I Find My Irs Name Control

The IRS recently changed the proper noun command requirements for sure 1041 filers. Merely because you were able to e-file a trust'due south return using a certain proper name control in prior years doesn't necessarily mean that aforementioned name control will be accustomed on new filings.

How practice I know what name control to utilise?

For nearly estates and trusts, at that place are three means to notice the correct proper noun command for e-filing:

On the original IRS notice CP 575B, which the estate or trust received when their EIN was assigned
By computing the entity'southward name control following the rules in Pub. 4164
Or past contacting the IRS Business concern Specialty Taxation Line at 1-800-829-4933

To discover the name control on CP 575B:

The name command appears on a tear-off tab attached to the discover.

If you no longer have that portion of the form, reference the top of the second folio. You should meet a string similar to the post-obit instance:

(IRS Use ONLY) 575B 10-31- 2008 Name B 9999999999 SS-4

The proper name command is the four letters directly following the date in this string. In this example, the proper name control is "NAME".

To compute the proper noun control using IRS rules:

The Proper name Control consists of up to four blastoff and/or numeric characters from the entity'due south name. The ampersand and hyphen are the only special characters allowed in the Name Command. The Name Control doesn't include acronyms like "dba" or "fbo".

For estates:

The Name Control is the first iv characters of the deceased private's terminal name.

For trusts and fiduciaries:

Trust and fiduciary Name Control rules vary depending on whether the EIN assigned to the trust was obtained online or through a paper application procedure.

If the trust'due south EIN begins with 20, 26, 27, or 45, then the trust obtained its EIN online and should follow selection A. All others should follow selection B.

A. For trusts with an EIN obtained online

The Name Control is the first four characters of the first name of the trust or organization, ignoring leading terms like "Trust for". Examples:

Jonathan Periwinkle Memory Church Irrevocable Trust has Name Control "JONA".
Trust for the benefit of Bob Jones has Name Control "BOBJ".

B. For trusts with an EIN obtained by paper

For trusts with an EIN obtained past paper, the starting time four letters of the individual's concluding name are typically used. Follow these guidelines to determine the correct 4 letters:

For trusts named after an individual, the Proper noun Command is created from the offset 4 characters of the individual's last name. Example:
- Michael T. Azalea Revocable Trust has Name Control "AZAL"
For numbered trusts, employ the first four digits of the trust number, disregarding whatever leading zeros and trailing alphas.
Don't include the words "Trust" or "Fund" or phrases such every bit "Trust for" or "Irrevocable Trust".
For corporations prepare every bit trusts, the first 4 characters of the corporate name are used. Exercise non utilise "the" at the beginning of a business concern proper noun. Examples:
- Sunflower Visitor Employee Benefit Trust has Name Command "SUNF".
- The Willow Company has Proper name Control "Volition".

Where exercise I enter the name control?

In Lacerte, The Name Control override field is on Screen 2.2, Electronic Filing, discoverable every bit Name control [O]. This applies to both returns and extensions.

In ProConnect, The Name Control Override field is under General on the Electronic Filing screen, discoverable as Name command [O]. This applies to both returns and extensions.