In the fiduciary module, how do I select more than one type of trust (or entity)?

Forum|Forum|6 years ago
December 7, 2019
1 reply
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Lacerte Tax

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Best answer by George4Tacks

Each return must be one of the nine choices in the dropdown in Screen 1, right below the preparer selection.

Do you have a fiduciary that is more than one type? If you have an estate and a trust - each would (or should) have their own separate EIN and each would file a separate tax return unless the trust elects to be treated as an estate.

George4TacksAnswer

Level 15

Each return must be one of the nine choices in the dropdown in Screen 1, right below the preparer selection.

Do you have a fiduciary that is more than one type? If you have an estate and a trust - each would (or should) have their own separate EIN and each would file a separate tax return unless the trust elects to be treated as an estate.

Answers are easy. Questions are hard!

L

LucyKAuthor

Level 2

My client started out with a defective Grantor Trust and upon her Date of Death, the grantor trust was terminated. I need both Grantor Trust and Complex Trust checked. Do I file two returns (Grantor being final) both with the same FEIN number or just paper file and manually check the box?

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