bgsumrell
Level 1
02-18-2022
10:52 AM
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This is form 1041 and diagnostic says you must have EIN
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jeffmcpa2010
Level 11
02-18-2022
10:57 AM
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My answer is how it looks in Pro Series.
In 1041 Information Worksheet - Right below the name of the estate or trust is a Check Box - Check this box if fiduciary is an individual.
Then in part V Taxpayer Signature Information it asks for the name. Title and SS
Not sure if its the same in Pro Connect
George4Tacks
Level 15
02-18-2022
12:14 PM
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The Trust, Estate, whatever must have an EIN
The Fiduciary can be an individual and you enter their SSN, if NOT an individual there is a separate entry for EIN.
Answers are easy. Questions are hard!