Bungee10

According to my search, since it is a new entity that has never filed a tax return, I think I can just mark the name change box on the 1065 form in 2023 and file. However, if the bank requests documentation of the name change, can I send the 1065 form later or can I get a separate certificate from the IRS confirming the name change?

I helped a client set up an LLC with two partners, but the bank requested that I change the name of the entity because the state filing included "LLC" while the federal filing, SS-4, did not. The entity was formed in 2023 and has not yet filed a tax return. I would appreciate it if you could share your experience, such as what form or letter to send in this case.