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Under Client Info, Fiduciary Information, is where I put the Trustee. The input for Trustee "Financial Institution EIN" has the EIN number entered and greyed ou...
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I haven't found a checkbox anywhere.
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1041 Signature Line - The "EIN of fiduciary if a financial institution" is filled in. The fiduciary is a person (trustee) not a financial intuition. Is that cor...
