Fiduciary Name Control reject

kedanielsAuthor

Level 3

Checking the name change box didn't work. This is so frustrating.

Andres-VTB

Level 5

Yes, we've received way more than usual this year. Check HERE for guidelines on how to figure out the name control. Double-check your EIN letter (if you have it) to make sure you have the name correct. I've had to brute force find a few already.

kedanielsAuthor

Level 3

We don't have the original IRS letter as we got this return from another CPA about 10 years ago... and never had a problem until this year. Name control appears the same in 2020 and 2021. Whey you say you had to "brute force" it, what did you do? I'm willing to try anything to get this to work.

Andres-VTB

Level 5

I kept guessing using the guidelines, one took 6-7 different attempts until I guessed the correct name control.

Level 4

I just had this same issue with ProSeries, identical to yours. Rejected 104 e-filed for years never a problem.

Level 4

Rejected Form 1041

S

safcpa

Level 3

I had the same thing and actually got through to the efile help desk and they said that they changed the way it works, would have been nice to know.

Are you using the first 4 letters of the first name of the trust?

If not I would try tha

kedanielsAuthor

Level 3

This name control has been the same for years.

If trust is ABCD Family Trust the name control has always been FAMI . I tried changing it to ABCD and it worked..... So I guess it USED to be the first 4 of the 2nd name in the trust and they changed it to the first 4 of the 1st name. Nice of them to tell us.

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safcpa

Level 3

I had one a few days ago where the first 4 letters of the third part of the name allowed it to work

So not sure if the first 4 of the first name will always work

Drphibes

Level 6

I've had 3 trusts I've been e-filing forever have this problem but figured the name control out. However, I have one now that started in 2014 where I've have the name control on the SS-4 and it is not working. Will have to call the IRS on this one.

Level 4

So you and I and how many hundreds or even thousands of us will try to call IRS to resolve this issue? And how many hours will each of us spend to try to resolve it, what will the success rate be, and will we loose business because of it. Wake up customer support. New boss at Intuit QA/QC?

KellieW

Level 2

I contacted IRS on this issue as well. You must find the original SSA acknowledgement. At the top there is a 4 digit code to enter or it's under "for IRS use only" section in the letter. I was told this by an agent.

Level 4

Thank you Kelly. I am looking at the SS-4 letter for the trust from IRS issued 12/6/2012, no such code. I understand an IRS representative gave you this information.

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safcpa

Level 3

The 4 letters for the code are generally on the second page of the EIN letter.

Lacerte may populate with what they believe is correct but there is no consistency despite e-filing a return with no issues for several years

I said earlier it appears that the first 4 letters of the first part of the trust name generally but not always works as I just did one earlier this week where the first 4 letters of the third word in trust name worked

It is difficult to get through to the e-file help desk too

E

EdieA

Level 2

Exact same issue on several Fiduciary returns. Called the IRS, hold for 1 hour 48 minutes then disconnected because the office closed. There's no code on the SS-4. I decided to change the Name Control input, even though the prior input has worked for years. It was accepted. Had to do this for a few other returns too. Just play around until it works.

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/i-need-to-change-the-name-of-a-trust-so-that-it-matches-with/00/218151

kedanielsAuthor

Level 3

That's what I did too. Just played around with code until it accepted. Seems to have no rhyme or reason.

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tracygarvin

Level 2

I've been trying to have a trust return accepted for almost 2 months with this problem (not giving up yet! :). I tried all of the words in the trust name. On the THIRD call to the IRS (practitioner hotline), I finally got someone who told me what I have is correct but it's still being rejected. Client is looking for the EIN letter. Don't bother calling the help desk or the business lines, they won't tell you anything about the specific return even if you were the prepare for 2020.

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rernesti

Level 2

I am dealing with this issue currently. I read through all the messages to this post this morning and took the suggestion of changing the control name. I have a trust with a name like "ABCDEFGH Family 2007 Irrevocable Trust dtd...". I tried ABCD as it's been in the past, FAMI, ABC, and even 2007 to no avail. Is there any more advice anyone has to see what might work for me? I was on hold with the IRS this morning when I found this post but the wait time was long so I hung up.

Thanks!

rbynaker

Level 13

It's a mess this year. I posted some links here last night: