Why does Turbo Tax show an error in the Special Name Control in the Fiduciary Information Worksheet?

[KatrinaB48 · Accepted solution]

What state are you filing in?

[rlindsey2]

New Jersey

[MonnaJean]

Turbo tax auto-inputs the first four letters of the entity. The IRS uses the first four letters of the last name (or first two or three if  shorter last name).

I found this site helpful because it explains how the Special Name Control is established:

https://www.irs.gov/businesses/small-businesses-self-employed/how-your-name-control-is-assigned

[GGearing]

I had to call The IRS Business Specialty line for this answer and I didn't believe it but it worked.  TTax would not allow me to file form 1041.  The IRS guy said to put in the first 4 letters of the Trust or Estate.  This is the official name you put in when you applied for the EIN# for your Estate or Trust.  It WORKED!!  and TurboTax finished filing my return electronically.  Leave it to IRS to through in a secret code that you would never guess.

[myersjb111]

My estate return is all ready to send electronically, but there is an error in the worksheet.  ESTA is on it.  What does that mean and what control should I enter.  I am in Virginia

[CarissaM]

It would be best to give us a call here, so we can look at the return. @myersjb111