Here is the issue in more detail:
The partner's tax return is filed under their revocable trust. So, if you are in "Business Info" "Partner/Member Information" and you edit one of the partners, you will see that the partner name is an individual with the initials "RLT" added to the end to designate that the partner is a revocable trust. The partner is not a person, so the box is checked "This partner is not a person. It is an LLC or other business entity" Under the drop down box selection "R - Revocable Trust (See Help)" is selected. This is done for both partners. The SS# is used for both partners because it is a Revocable Trust.
This is how we have filed this tax return using Turbo Tax for many years without an issue.
When you go to e-file, Turbo Tax requires you to "Check Entries" or to "File by Mail"
When you select "Check Entries", it brings you to the "Designation of Partnership Representative" page and requires you to fill in an individual's name, which is the name of the partner.
You are then offered the option to "Transmit Returns Now", which when selected BRINGS YOU BACK to the "Check Entries"/"File By Mail" options. The error message now changes to "Form 1065 p1-3: Designated Indiv Addr should not be entered since the taxpayer identification number of PR is a SSN."
This is the bug. You should be able to have a PR name here and not fail on this error because with a revocable trust the SSN is the same as the individual partner's.
I suspect that this is a relatively small issue for TurboTax but it is a bug and needs to be addressed so that I can file my partnership returns. I suspect more people will bring this to your attention over the next week or so. As I mentioned, this is the first year filing this way where Turbo Tax puts you in an endless loop. I'd appreciate it if you could escalate this issue to the development team so it can be addressed before these returns end up being late.
