1041 Efile Auth Info

[KenO]

To e-file a 1041 is the fiduciary SSN required on the Auth Info tab? I have a trustee that doesn't want to provide it so I'm afraid I'll be stuck paper filing.

Thanks,

Ken

[WITAXLADY]

I would just use the EIN and skip that step - do you get a red warning?

[Abby Normal]

It's not required. Just the name. Do an error check before entering anything on the Auth Info form and you see what the required fields are on that form.

[SaraEA]

This must be a trust because I have the same issue in UT.  The trustee must provide an EIN or SS# to efile.  This is a requirement in some states but not the IRS, yet the software won't let you file without it.  (Similar to how our state does not require ID like a driver license but we either have to provide it or mark the box that no ID was provided.)  I have seen suggestions to use the trust EIN reported to look like a SS#, e.g., instead of 06-1234567, use 061-23-4567.  Or paper file and let the trustee wait and wait and wait.  Be sure to attach Form 8948 and lay the blame on him or her.

[Abby Normal]

If you create the federal efile while there is no state return included, will it efile? We have to paper file most state fiduciary returns, but MD doesn't even want you to file if there's no tax due.

[mwrightea]

We can now file 1041 in Colorado with just the name.  I agree with Abby Normal run error check and see what pops up.