Derrick
Level 3

There appears to be a bogus critical diagnostic "a financial Institution EIN is required for this return" that appeared for me when I added a second state, Arizona, to a California based Trust.  After digging for answers for a while, I concluded that mine is a bug in PTO/Lacerte, clicked ignore to bypass the bug, e-filed all of the returns, and all have been accepted now for several days without a problem.