Why is the Special Name Control for EF on a 1041 Fiduciary Information Worksheet giving me an error?

Forum|Forum|4 years ago
December 10, 2021
9 replies
27 views

I am generating a 1041 return for a Grantor Type Trust. When I enter the Name Control at the top of the Fiduciary Information Worksheet I get an error telling me that "Characters in the name control should be in the Name of the Estate or Trust." I am using the Name Control that the prior year tax preparer used to EF. I realize that this code is generally taken from the first 4 characters of the name of the trust or estate, but somehow the IRS apparently took it from the first 4 letters of the Fiduciary's last name. Since the prior year preparer was able to EF, I can only assume that the code as entered is correct.

How do I keep this from reflecting an error in ProSeries, which I assume would prevent me from e-filing?

ProSeries Professional

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Best answer by dkh

You can uncheck the box for error checking when you efile so program does allow it.

dkh

Level 15

Are you sure Name Control is correct - was this a return prepared in your office last year or by a preparer at another firm ?

D

davetodd11Author

Level 5

It was another firm. They provided a copy of their input forms, which had the code that they used last year.

Just-Lisa-Now-

Intuit Community Champion

If you have the copy of the EIN letter, the name control appears at the top of page 2.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

davetodd11Author

Level 5

I unfortunately do not. I am taking over the returns for several taxpayers and trusts. I'm in the process of filing POAs for each, but it's a slow process because I didn't have a CAF, and the IRS won't give me the Name Control for any entity until the POA for the entity is processed.

Just-Lisa-Now-

Intuit Community Champion

"but somehow the IRS apparently took it from the first 4 letters of the Fiduciary's last name"

The program will auto pull the first 4 letters of the trust name, but if you think it should be something different, you can change whats in that EF Name Control box.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

davetodd11Author

Level 5

The program actually didn't automatically pull it in. The block was blank when I started. I manually entered the code, but it doesn't like it. I'm certain that the code I entered is correct, but am concerned that if ProSeries shows it as an error, it will not let me file the return.

dkhAnswer

Level 15

You can uncheck the box for error checking when you efile so program does allow it.

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