Gideon Tax — Tax Compliance as Infrastructure

Part I — Taxpayer represented

This is the person, estate, or entity you are filing on behalf of. Pick the identifier that fits: an SSN for a living person, an EIN for a business / trust / estate, or the decedent's SSN if you are acting for a deceased individual.

Identifier type

Primary SSN (living individual)EIN (entity, trust, or estate)Decedent SSN (deceased individual)

Decedent SSNThe SSN the decedent used while alive. Nine digits, no dashes. IRS test range 400-00-XXXX is acceptable for sandbox filings.

First nameLast name

In care of (optional)Used for mail-routing — for example, "Estate of James Thompson" or the executor's name.Street addressAddress line 2 (optional)

City or townStateZIP

Fiduciary (the person or entity you are)

Your identifying info as the fiduciary. You can act in your own name or under a business name (for example, a trust company).

I am acting as

An individualA business / entity

First nameLast name

Street addressAddress line 2 (optional)

City or townStateZIP

Daytime phoneTen digits, no formatting (e.g. 6025550100).

Part I, Section A — Authority

Pick the one option that describes why you have authority to act for the taxpayer above. Lines 2a and 2b describe when the authority began.

Authority

Court appointment of a testate estate (will exists)Court appointment of an intestate estate (no will)Court appointment as guardian / conservatorOther court appointment over an intestate estate (older form variant)Valid trust instrument and amendmentsBankruptcy or assignment for the benefit of creditorsOther — describe below

Line 2a — Decedent's date of deathRequired when the taxpayer above is a decedent. Format YYYY-MM-DD.Line 2b — Date you were appointed / took officeFormat YYYY-MM-DD.

Part I, Section B — Nature of liability and tax notices

Check the taxes you are responsible for and the IRS forms you want notices on. You can check more than one in each list.

Line 4 — Forms to receive notices onForm 1040 (individual income tax)Form 1041 (estate / trust income tax)Form 706 (estate tax)Form 709 (gift tax)Form 940 (federal unemployment)Form 941 / 943 / 944 (employment)Form 1120 (corporation income tax)Other form (optional description)

Signature

Your title as fiduciary (for example, Executor, Trustee, Guardian). The 5-digit PIN is optional — leave it blank and we will generate one.

Fiduciary titleFor example: Executor, Trustee, Guardian, Trustee in bankruptcy.Self-Select PIN (5 digits)Optional. Five digits — the IRS treats this as your electronic signature. If you leave it blank, we'll generate one.

Gideon Tax service fee$5.00

$5 per filing. Covers the automated e-file only — no human touches your filing at this price. If you need any human help (questions, terminations, IRS notices), that is billed separately at $80/hr.