brian-raleighac
Level 1
05-03-2021
06:12 PM
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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 correct that the EIN shows up? Or is there an override that should happen?
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IRonMaN
Level 15
05-03-2021
06:22 PM
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I don't use the online software, but it sure sounds like you missed checking a box or put some bad information in a box somewhere.
Slava Ukraini!
brian-raleighac
Level 1
05-03-2021
06:26 PM
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I haven't found a checkbox anywhere.
sjrcpa
Level 15
05-03-2021
06:39 PM
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Check your input for the Trustee.
Ex-AllStar
brian-raleighac
Level 1
05-03-2021
06:51 PM
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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 out, and I cannot change it. Is there a different spot that should have been entered?
