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Resolving diagnostic 47610 in Lacerte

by Intuit Updated 2 weeks ago

If you're seeing this diagnostic pop up:

"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."

This means a Financial Institution EIN is required for this return.

To resolve:

Enter the identification number under the Federal Information area in the Client Information section on Screen 2.2. Electronic Filing.

  1. Scroll down to the section, Taxpayer Authentication
  2. Find the subsection Signing Fiduciary (state returns only)
  3. Enter the SSN/EIN in Federal ID Number (SSN or EIN) [O]
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