You must provide your social security number as it is required to file the trust tax returns. If there is a legitimate reason you don't want the trustee to have it, offer to give it to the accountant.Ask a similar question
You are taxed on income distributed to you or all income distributed or not if all income is required to be distributed to you. You are taxed on that income and its reported to you on form 1041. The trustee signs the return and sees your K-1 so in the end the trustee will need and see you ssn.
Not, the trustee must keep your information private under both federal law and the probate code. If the trustee.
If you fail to provide the trustee your information, the trustee code refuse to make distribitions to you.
If there are substantial reasons to distrust the trustee you may have the basis to seek removal.. You really need to sit down with an attorney.
The general advice above does not constitute an attorney-client relationship: you haven't hired me or my firm or given me confidential information by posting on this public forum, and my answer on this public forum does not constitute attorney-client advice. IRS Circular 230 Disclosure: In order to comply with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.Ask a similar question
The estate won't be distributed to you. Your social security number is needed and will be protected. The penalty isn't worth your fears.Ask a similar question
Without question you have to provide your social security number to the accountant. Does the trustee need to see the social security number, probably not. An attorney would have to review the trust itself, language concerning the charges and responsibilities of the trustee. Does he have a responsibility to personally verify the person you are by and through your social security number? Probably not. On these limited facts, the only firm direction received from competent legal counsel is that you need to give your social security number to the accountant and you could also request in writing that he or she will not provide the number to the trustee without your approval.
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