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Status Future Consideration
Workspace E-Closing Core
Categories Enhancements
Created by Cheryl Megan
Created on Feb 11, 2021

1099 - Trusts

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it pulled to the 1099 report NOT the trust. The IRS kicks those back.

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