Re: 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 #47...

tccpg289

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.

George4Tacks

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?

Answers are easy. Questions are hard!

tccpg289

I do not have that 5th option listed

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

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