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I am a sole proprietor and ERO, so my firm EIN is my SS. Proseries is saying I cannot efile my own personal tax return due to having the same EIN as my return. Is this truly the case?
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You don't need an EIN to avoid displaying your SSN, as you should be listing your PTIN. Just leave Firm EIN blank in the Firm/Preparer Info section under Tools/Options. Maybe that's what causing the error. Of course nothing wrong with getting an EIN even if a sole proprietor, in case you use merchant CC processing then you give that #.
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Ive seen this mentioned in the past, Im not sure of a workaround.
@Kathi_at_Intuit can you help out with this?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Hi @Just-Lisa-Now- Thanks for the tag! We'll ook into this and see what we can find out. May take a bit, but will post when there is an update!
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Hi @Rick S1 Welcome to the community and thanks for posting your first questions. You can e-file your own return as a sole proprietor ERO.
Here’s what we found out:
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Go to Tools > Options > Firm/Preparer Info and remove the SSN from the EIN field. That field should not contain an SSN.
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In the Preparer/Electronic Return Originator (ERO) Information section, check the Self-employed? box.
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In Tools > Options > Electronic Return Originator Info. You can enter either an EIN or an SSN here. As long as your SSN/PTIN is in the SSN/PTIN field, you do not need an EIN.
The above should resolve the error in ProSeries. We look forward to seeing you in the Community and again, @Just-Lisa-Now- thanks for the tag!
**Click "Mark as Best Answer " to mark the post that answers your question.