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IRS Rejection of 1099R TIN when filing taxes


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client terminated plan this year.  There was never any turnover in this small plan so the only thing the Trust EIN has been used for was to establish their trust accounts with various brokerage firms.  1099Rs completed using Trust EIN are being rejected from filing electronically saying EIN isn't correct.  My guess is actually IRS deactivated the Trust EIN.  What is the solution for this issue?

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Given the date today, it sounds like participants are just now trying to file their taxes.  None of them likely wants to be told to file an extension even though they waited until the last minute to file.  I also doubt anyone will be understanding about the story the IRS deactivated the EIN.  Assuming deactivation is the problem, may you have the good fortune to get the EIN reactivated in this time frame.

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