1041 Signature Line - The "EIN of fiduciary if a financial institution"

brian-raleighacc · ‎05-03-2021

1041 Signature Line - The "EIN of fiduciary if a financial institution" is filled in. The fiduciary is a person (trustee) not a financial intuition. Is that correct that the EIN shows up? Or is there an override that should happen?

IRonMaN · ‎05-03-2021

I don't use the online software, but it sure sounds like you missed checking a box or put some bad information in a box somewhere.

Slava Ukraini!

brian-raleighacc · ‎05-03-2021

I haven't found a checkbox anywhere.

sjrcpa · ‎05-03-2021

Check your input for the Trustee.

The more I know, the more I don't know.

brian-raleighacc · ‎05-03-2021

Under Client Info, Fiduciary Information, is where I put the Trustee. The input for Trustee "Financial Institution EIN" has the EIN number entered and greyed out, and I cannot change it. Is there a different spot that should have been entered?

1041 Signature Line - The "EIN of fiduciary if a financial institution"

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