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Level 5
April 14, 2023
Question

Is Proseries going to fix the 1041 return so that I don't have to override the preparer date every time?

  • April 14, 2023
  • 3 replies
  • 31 views

This is aggravating. Every Trust or Estate Form 1041 return I file I have to override the box for the preparer's date signed. You cannot enter that date as in the past and if you don't override the box and enter the date, the return will not e-file!

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3 replies

Just-Lisa-Now-
Intuit Community Champion
April 14, 2023

Ive EF over a dozen 1041s in the last 3 weeks, no issues....must be something in your setup.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
April 15, 2023

Anyone else seeing this problem?

Form 8879-FID for form 541 (trust tax return) is not printed when you print the filing copy

But luckily it is printed in the client copy so I can print the client copy with sensitive data not masked so that I can get a copy that the client can sign.

Another thing:  the trust return (form 1041) has changed this week such that my trust return I did last week is now wrong.

Just-Lisa-Now-
Intuit Community Champion
April 15, 2023

I think I might have noticed that the 8879 doesnt print along with the return, but I always print the signature pages separate anyhow, so it hasnt been an issue for me.   

But when I do print the signature pages separately, it always includes a 8879PMT as if theres a electronic payment being made, even when its zero balance due, so I know they've got some quirky programming happening.

There was an update to the CA 541 this week, I saw the files scroll past during the download...what changed?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
April 15, 2023

When I open, in ProSeries 2021, a  Form1041 return that I have e-filed and had no error before.  Now if I open the same return, ProSeries 2021 specifies that there is 1 error.  The error you are seeing.  Something changed.

Level 2
March 30, 2024

Having this issue only with my 1041 returns.  My 1040 returns all find the Preparer ID, PTIN, etc.. perfectly.  This is for 2023's returns.