AlbanyConsultant Posted November 24, 2020 Share Posted November 24, 2020 We have very few plans that register for TINs anymore. One that just did is for a one-person plan, and now the person is moving. I found Form 8822-B that looks like it might be what is needed to change the address at the IRS, but... does anyone actually do this? Or is it good enough to wait until a return is filed with a new address and let the IRS update their records at that time? Sure, watch this be the one time that the IRS sends a notice to the trust, and they won't be there to receive it... Link to comment Share on other sites More sharing options...
Bird Posted November 24, 2020 Share Posted November 24, 2020 My notes say the 8822-B is optional as of 12/2019 and that we need to review going forward. I'm not sure how accurate that (optional) part is because I don't see anything indicating that on the form or instructions and the latest version is in fact 12/2019. But...the 5500 series is not going to use a plan TIN anywhere, is it? (I think) a plan (trust) TIN change of address should be reported as per the instructions on Form SS-4. Ed Snyder Link to comment Share on other sites More sharing options...
Belgarath Posted November 24, 2020 Share Posted November 24, 2020 The 8822-B issue has been discussed somewhat on these boards. If you do a search, you'll find several threads. Here's just one of them, fyi https://benefitslink.com/boards/index.php?/topic/65352-form-8822-b-poll/&tab=comments#comment-299820 Link to comment Share on other sites More sharing options...
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