Correcting Solo 401k Trust EIN
While doing my taxes this year, my accountant realized that my Solo 401k trust has the same EIN as my business. After reviewing the paperwork you originally sent me, I realize that I made an error when I setup my Vanguard account. I gave them my business EIN instead of the trust EIN. Can I rectify this by just giving Vanguard the trust EIN?
Answer:
Contact Vanguard and explain that you originally provided them with the incorrect EIN and ask to correct it. Provide them with the copy of the letter from the IRS reflecting the correct number. Make sure as well that the account name is correct by comparing it with your plan documents.