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Fiduciary is individual not institution. Do you enter his SSN?

bgsumrell
Level 1
This is form 1041 and diagnostic says you must have EIN
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2 Comments 2
jeffmcpa2010
Level 11

My answer is how it looks in Pro Series.

In 1041 Information Worksheet - Right below the name of the estate or trust is a Check Box - Check this box if fiduciary is an individual.

Then in part V Taxpayer Signature Information it asks for the name. Title and SS 

 

Not sure if its the same in Pro Connect

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George4Tacks
Level 15

The Trust, Estate, whatever must have an EIN

The Fiduciary can be an individual and you enter their SSN, if NOT an individual there is a separate entry for EIN. 


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