debradaz
Level 1
03-19-2022
01:27 PM
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The error that a financial institution EIN is required is STILL an issue and it has nothing to do with capital gains or losses. It is strictly a Fiduciary issue and the same work around is needed this year. You ignore it, check off the diagnostic and it should not prevent you from filing. However, I have also used the Estate/Trust EIN in that section along with the Trustee name and SS#. Either of them resolve the issue.
The Arizona $3,000 issue is unrelated to the EIN number. If the Trust or Estate has losses exceeding $3,000 you must file a paper return.