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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What is my name control?

A name control is a sequence of characters derived from a taxpayer's name that is used by IRS in processing the tax return filed by the taxpayer. A name control is established by the IRS when the taxpayer requests an Employer Identification Number (EIN).

What is the name Control for Form 1041?

Estates, Trusts, Fiduciaries (Form 1041) The name control that the IRS will apply for an estate is normally the first four characters of the last name of the decedent and the last name of the decedent must have the word “Estate” after the first four characters in the primary name line of the return.

What is my IRS name control?

The name control is assigned to a company by the IRS when an EIN is issued. It is commonly the first four characters of the business name. If you would like to obtain your Name Control, please contact the IRS Practitioner Priority Service at 866-860-4259 or the IRS Business & Specialty Line at 800-829-4933.

What is the name control for a trust?

For trusts when an individual is listed, the name control should be derived from the first four characters of the last name of the individual. For numbered trusts and FNMA Pools, the name control should be derived from the first four digits of the trust number.

Who has to file a form 1041?

Filing IRS Form 1041 The executor or personal representative of an estate must file Form 1041 when a domestic estate has gross income for the tax year of $600 or more, or when one or more of its beneficiaries are nonresident aliens. In this case, the estate would have to file a return even if it earned less than $600.

What if I spelled my name wrong on my tax return?

The IRS matches the first 4 letters of your last name with your Social Security Number, if that is incorrect then your return will reject, and you can fix your name. If you misspelled your first name or the end of your last name and your return is accepted by the IRS, then it is too late to correct it now.

Is a control number the same as a tax ID number?

A Federal Tax Identification Number, also known as a “95 Number”, “E.I.N. Number,” or “Tax I.D. Number”, all refer to the nine-digit number issued by the IRS. They are different names for the same number.

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