larryefraze
Level 2

This is our first year using ProConnect after switching from UltraTax. I have an Illinois trust with no beneficiaries. ProConnect has a diagnostic that requires beneficiary information be entered to be able to efile the IL-1041. The diagnostic reads:Illinois requires Schedule D to electronically file the return. Add a beneficiary or file this as a paper return. If a beneficiary is entered without distributions, do not select "3=suppress" for "Zero Distributed K-1", under K-1 Distribution Options. IL - Ref #40925.

We have prepared and efiled the IL-1041 return for years in UltraTax and before that in ProSystems for multiple trust clients without ever needing to complete the Illinois 1041 schedule D. I contacted support, who made a good effort, but without success.

How can I resolve the diagnostic so we can efile the IL-1041? 

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