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Level 1
February 26, 2021
Question

Form 1041 for Estate Return calender year issue

  • February 26, 2021
  • 2 replies
  • 37 views

When submitting my completed 1041Return for Estates and Trusts for e-file keeps giving me three errors. This return is for calendar year 2020, but it prompts me to fill in beginning date, ending date, and year of return like this was a shortened year. Wither I leave three places blank, or put in dates and year, gives me the same error.  Will not let me file electronically. How do I fix so I can file electronically?

    2 replies

    Level 2
    February 26, 2021

    MAKE SURE YOU HAVE CALANDER YEAR BOX MARKED ON GENERAL INFORMATION RETURN. 

    Level 15
    February 26, 2021

    Enter Forms Mode and check your Fiduciary Information Worksheet. Clear any entries (including checkmarks) for fiscal and short years.