I have a client who has an EIN specifically for the plan. We have had the plan for years and have had the EIN for years. We have always used the EIN on the Form 5500 and the 1099-Rs. Several years ago, the plan name changed. We have continued using the same EIN and have never had any problems - except for this year. The plan is terminating so I prepared 1099-R forms to reflect the distributions. Taxes were withheld on the cash distributions and remitted using this EIN. Now, when participants are e-filing their individual returns, the EIN errors out because the name of the plan does not correspond with the original name of the plan. Has anyone ever had this problem? I just need to amend/correct the name associated with the EIN. I have searched the IRS website and cannot find how to do that. Any ideas?
