Bungee10 Posted January 18 Report Share Posted January 18 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. Quote Link to comment Share on other sites More sharing options...
Bungee10 Posted January 19 Author Report Share Posted January 19 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? Quote Link to comment Share on other sites More sharing options...
Lee B Posted January 19 Report Share Posted January 19 Are you an attorney? Check the instructions for SS 4 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted January 19 Report Share Posted January 19 SS-4, tax returns, and bank account should all match the name as specified in the articles of incorporation. Which is it, with the "LLC" indicated or without? Is the bank account already opened, and did the bank specifically request the SS-4? Quote Link to comment Share on other sites More sharing options...
DANRVAN Posted January 23 Report Share Posted January 23 On 1/18/2024 at 3:27 PM, Bungee10 said: the state filing included "LLC" while the federal filing, SS-4, SS-4 needs to use the state filing name. On 1/18/2024 at 4:11 PM, Bungee10 said: I think I can just mark the name change box on the 1065 form in 2023 That should work. On 1/18/2024 at 4:11 PM, Bungee10 said: However, if the bank requests documentation of the name change The bank probably just wants to see the correct name for their records. On 1/18/2024 at 3:27 PM, Bungee10 said: helped a client set up an LLC with two partners Hopefully you were not giving out legal advice. Quote Link to comment Share on other sites More sharing options...
Lee B Posted January 23 Report Share Posted January 23 Over the years I have learned that helping clients with quasi related legal issues is that they avoid retaining competent legal help, which in the long run shoots themselves in the foot and gives us big headaches. 3 Quote Link to comment Share on other sites More sharing options...
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