Answered: FINANCIAL INSTITUTION EIN FOR FORM 1041-WHY IS LACERTE ASKING FOR THIS UNDERNEATH THE FIDUCIARY (WHICH IS NOT AN INSTITUTION)?

Christopher · ‎12-07-2019

There is a diagnostic generating asking for a financial institution EIN in the fiduciary information section (client info. page 1 of 1041).

Just-Lisa-Now- · ‎12-07-2019

If you mark the box as an Individual, is it still asking for an EIN?

Oh, sorry, I'm using ProSeries...didn't realize this was Lacerte. we've got a box to check right on the Information worksheet if the fiduciary is an individual.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now- · ‎12-07-2019

If you mark the box as an Individual, is it still asking for an EIN?

Oh, sorry, I'm using ProSeries...didn't realize this was Lacerte. we've got a box to check right on the Information worksheet if the fiduciary is an individual.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

FINANCIAL INSTITUTION EIN FOR FORM 1041-WHY IS LACERTE ASKING FOR THIS UNDERNEATH THE FIDUCIARY (WHICH IS NOT AN INSTITUTION)?

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