Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Fiduciary is individual not institution. Do you enter his SSN?
Fiduciary is individual not institution. Do you enter his SSN?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
bgsumrell
Level 1
02-18-2022
10:52 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This is form 1041 and diagnostic says you must have EIN
Labels
2 Comments 2
jeffmcpa2010
Level 11
02-18-2022
10:57 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My answer is how it looks in Pro Series.
In 1041 Information Worksheet - Right below the name of the estate or trust is a Check Box - Check this box if fiduciary is an individual.
Then in part V Taxpayer Signature Information it asks for the name. Title and SS
Not sure if its the same in Pro Connect
George4Tacks
Level 15
02-18-2022
12:14 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The Trust, Estate, whatever must have an EIN
The Fiduciary can be an individual and you enter their SSN, if NOT an individual there is a separate entry for EIN.
Here's wishing you many Happy Returns
