Answered: If you mark the box as an Individual, is it still asking...

Christopher · ‎12-07-2019

There is a diagnostic generating asking for a financial institution EIN in the fiduciary information section (client info. page 1 of 1041).

Just-Lisa-Now- · ‎12-07-2019

If you mark the box as an Individual, is it still asking for an EIN?

Oh, sorry, I'm using ProSeries...didn't realize this was Lacerte. we've got a box to check right on the Information worksheet if the fiduciary is an individual.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

Just-Lisa-Now- · ‎12-07-2019

If you mark the box as an Individual, is it still asking for an EIN?

Oh, sorry, I'm using ProSeries...didn't realize this was Lacerte. we've got a box to check right on the Information worksheet if the fiduciary is an individual.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

FINANCIAL INSTITUTION EIN FOR FORM 1041-WHY IS LACERTE ASKING FOR THIS UNDERNEATH THE FIDUCIARY (WHICH IS NOT AN INSTITUTION)?

©1997-2025 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.