turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Natsen
Returning Member

Partnership EFile fail because general partner is a living trust. How to override dilemma?

Because the general partner (GP) is a living trust, its EIN is a social security number (SSN). (A) because GP is an entity, an individual must be designated to represent it. (B) because GP has an SSN, an individual must NOT be designated. (A) and (B) are mutually exclusive so it is a dilemma. Need to choose (A) and force the EFile. How can I do that? 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

Partnership EFile fail because general partner is a living trust. How to override dilemma?

You need to expand on your question.

Are you referring to the designated partnership representative?

*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.
Natsen
Returning Member

Partnership EFile fail because general partner is a living trust. How to override dilemma?

Yes, "designated individual for the PR"

Partnership EFile fail because general partner is a living trust. How to override dilemma?

The Designated Partnership Representative can be anyone; this individual does not even have to be a current partner.  The IRS wants a specifically designated individual to be listed as this person will be the contact person who the IRS will deal with if audited or has questions; correspondence, etc.

See the attached from the instructions:

On Form 1065, provide the name, address, and phone number of the PR. If an entity is designated as the PR, the partnership must also appoint an individual to act on the entity's behalf (a designated individual (DI)). To be a DI, the appointed person must also have a substantial presence in the United States.

*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.
Natsen
Returning Member

Partnership EFile fail because general partner is a living trust. How to override dilemma?

This is a software problem. The software designers apparently never imagined that a PR entity would have a SSN. Consequently, the program will not carry out electronic filing if the PR has a SSN and (A) representative is designated or (B) a representative is NOT designated. My question is how can I override this software issue? Hopefully, one of your software designers can offer a solution.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question