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My mother's grantor trust (the "Mother Trust") established beneficiary trusts, for myself and my siblings. The estate lawyer obtained separate TINs, for the Mother Trust, and for each beneficiary trust.

My beneficiary trust is called "Mother'sName Trust FBO WendyBG." I have been filing 1041s, for this beneficiary trust, with the TIN given to me by the lawyer, since its inception, in 2001.

Recently, I received a letter from the IRS. They said that their records show that the beneficiary trust was assigned the TIN of the Mother Trust, so they would be processing the 1041 under that TIN (instead of its own TIN).

I can't let that happen. The final return for the Mother Trust has already been filed, and the TIN closed. The beneficiary trust must not be confused with the Mother Trust/Estate.

I phoned the IRS. In addition to this problem, the agent uncovered another problem:

The estate lawyer gave me an incorrect number, for the beneficiary trust TIN. The number he gave me has two transposition errors, from the correct number. I have been filing 1041s, using the TIN of an unrelated trust, for 4 years <holding head in hands>.

I requested, and received, written verification of the correct TIN, for the beneficiary trust, from the IRS.

Now, what should I do?

Should I change the TIN on the beneficiary trust accounts? The account rep said that they could change all the TINs, for the previous years, to the "new," correct TIN. However, if they do, the account numbers will not match the 1041s, which have already been filed.

I wrote to the IRS, to NOT change the number of the beneficiary trust, to the Mother Trust's TIN, almost a month ago. I haven't heard anything since.

Please advise.
Thank you,
Wendy
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