safcpa
Level 3
04-02-2022
08:35 AM
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The 4 letters for the code are generally on the second page of the EIN letter.
Lacerte may populate with what they believe is correct but there is no consistency despite e-filing a return with no issues for several years
I said earlier it appears that the first 4 letters of the first part of the trust name generally but not always works as I just did one earlier this week where the first 4 letters of the third word in trust name worked
It is difficult to get through to the e-file help desk too