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bgsumrell
Level 1
February 18, 2022
Question

Fiduciary is individual not institution. Do you enter his SSN?

  • February 18, 2022
  • 2 replies
  • 7 views
This is form 1041 and diagnostic says you must have EIN
This topic has been closed for replies.

2 replies

J
jeffmcpa2010
Level 10
February 18, 2022

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
George4Tacks
Level 15
February 18, 2022

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. 

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