Error - A Financial Institution EIN is required for this return. Please enter the identification number under the Federal Information area within the Client Information input section. AZ - Ref #47610

Forum|Forum|1 year ago
May 4, 2025
1 reply
4 views

I am trying to get the trustee information entered correctly. The trustee is an individual, yet the above error is generating. Not sure how to clear / rectify in ProConnect.

ProConnect Tax

This topic has been closed for replies.

George4Tacks

Level 15

In the client information, for Fiduciary Information there are 5 entries. Did you skip #4 and make an entry in each of the other 4?

Answers are easy. Questions are hard!

T

tccpg289Author

Level 5

I do not have that 5th option listed

George4Tacks

Level 15

Contact Support and reply with what you learn.

I found https://accountants.intuit.com/community/proconnect-tax-discussions/discussion/1041-signature-line-the-ein-of-fiduciary-if-a-financial/00/161878 So you are not the first with this problem and it does not seem solved there.

This is the only article I could find and I don't think it does the job. https://accountants.intuit.com/support/en-us/help-article/employer-identification-number/resolving-diagnostic-47610-proconnect-tax/L8JqJ4RRG_US_en_US?uid=mackt3xq$srcG4T

Answers are easy. Questions are hard!

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded