kwalified Posted May 29, 2015 Posted May 29, 2015 Has a Trust EIN, but used his SSN for TIN on plan document. Apply for EIN using SS-4 for 5500 purposes?
david rigby Posted May 29, 2015 Posted May 29, 2015 Apply for EIN using SS-4 for 5500 purposes? That's what the instructions say, right? Lou S. and Bill Presson 2 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Bill Presson Posted June 2, 2015 Posted June 2, 2015 on line at IRS.gov get one in under a minute It's a lot like wedding vows. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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