LucyK
Level 1
‎12-07-2019
06:04 AM
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Solved! Go to Solution.
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George4Tacks
Level 15
‎12-07-2019
06:04 AM
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Each return must be one of the nine choices in the dropdown in Screen 1, right below the preparer selection.
Do you have a fiduciary that is more than one type? If you have an estate and a trust - each would (or should) have their own separate EIN and each would file a separate tax return unless the trust elects to be treated as an estate.
ex-AllStar
5 Replies 5
George4Tacks
Level 15
‎12-07-2019
06:04 AM
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Each return must be one of the nine choices in the dropdown in Screen 1, right below the preparer selection.
Do you have a fiduciary that is more than one type? If you have an estate and a trust - each would (or should) have their own separate EIN and each would file a separate tax return unless the trust elects to be treated as an estate.
ex-AllStar
LucyK
Level 1
‎12-07-2019
06:04 AM
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My client started out with a defective Grantor Trust and upon her Date of Death, the grantor trust was terminated. I need both Grantor Trust and Complex Trust checked. Do I file two returns (Grantor being final) both with the same FEIN number or just paper file and manually check the box?
George4Tacks
Level 15
‎12-07-2019
06:04 AM
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sjrcpa
Level 15
‎12-07-2019
06:04 AM
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I don't have time to research this but George's answer sounds good.
ex-AllStar
ex-AllStar
abctax55
Level 15
‎12-07-2019
06:04 AM
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I agree with George/Susan. Sounds like two returns are needed.
Former Chump..umm... AllStar.
"the game of life is hard to play"
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"the game of life is hard to play"
If a post answers your question, click on *Accept as solution* for future searches