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You can uncheck the box for error checking when you efile so program does allow it.
Are you sure Name Control is correct - was this a return prepared in your office last year or by a preparer at another firm ?
"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.
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.
It was another firm. They provided a copy of their input forms, which had the code that they used last year.
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.
You can uncheck the box for error checking when you efile so program does allow it.
Got it - didn't realize the error checking could be turned off. Thanks.
I found the error check box to uncheck and allow the return to be filed, but I need to obtain an eSignature first, and the same 'error' is preventing me from sending the request. How do I override error check within the return?
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