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Error - A Financial Institution EIN is required for this return. Please enter the identification number under the Federal Information area within the Client Information input section. AZ - Ref #47610

tccpg289
Level 4

I am trying to get the trustee information entered correctly. The trustee is an individual, yet the above error is generating. Not sure how to clear / rectify in ProConnect.

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3 Comments 3
George4Tacks
Level 15

In the client information, for Fiduciary Information there are 5 entries. Did you skip #4 and make an entry in each of the other 4? 

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Answers are easy. Questions are hard!
tccpg289
Level 4

I do not have that 5th option listed

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George4Tacks
Level 15

Contact Support  and reply with what you learn. 

I found https://accountants.intuit.com/community/proconnect-tax-discussions/discussion/1041-signature-line-t... So you are not the first with this problem and it does not seem solved there.

This is the only article I could find and I don't think it does the job. https://accountants.intuit.com/support/en-us/help-article/employer-identification-number/resolving-d...

 


Answers are easy. Questions are hard!