There appears to be a bogus critical diagnostic "a financial Institution EIN is required for this return" that appeared for me when I added a second state, Arizona, to a California based Trust. After digging for answers for a while, I concluded that mine is a bug in PTO/Lacerte, clicked ignore to bypass the bug, e-filed all of the returns, and all have been accepted now for several days without a problem.

D

debradaz

Level 2

How do you "Ignore" and bypass the diagnostic?

D

Derrick

Level 3

You click the Ignore checkbox in the top right as shown when you have the diagnostic selected.

Note: The post was from last year, but the problem still exists this year, I ran into it again this with an unrelated trust, and successfully bypassed and submitted the return again. I also ran into a new critical diagnostic for Arizona which makes no sense and is also bogus, related to capital gains over 3k. Was planning on posting about that separately when I get the chance.

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