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Level 3
March 7, 2024

58017

The following diagnostic is generating: The "Signing Officer of Fiduciary (Form 5227 only)" fields in the Electronic Filing screen are required for efile purposes. Pleas ensure both a name and social security number are entered". My institutional trustee clients are pushing back on giving out trust office SS#s to e-file and that none of their other providers need their SS#. Where does IRS say that they have to provide this to e-file? Someone, somewhere say some IRS specification that caused them to program this and I need to find that requirement.

    2 replies

    GiantFanAuthor
    Level 3
    March 7, 2024

    And the answer is not file on paper.  Because for Form 5227 filing on paper is not considered a valid filing and so you have not filed the return.

    sjrcpa
    Level 15
    March 7, 2024

    Try all 9s.

    The more I know the more I don’t know.