Screen Auth - Electronic Filing Authentication Information (1041)

Overview

The fields on this screen are currently
not
required to electronically file. The
Grantor Name
and
Grantor SSN
fields are currently not defined by the IRS. We are awaiting further guidance from the IRS regarding the information for these fields.

Prior Year Authentication

Complete the information for the first and last estimated payments that were actually filed for the prior tax year. This may not be the first and fourth quarter if those estimates were not filed.
Last four digits of account number (Force)
This field automatically populates with information from the Bank screen. Enter the last four digits of the bank account number if this field is blank.
Confirmation code for payment through EFTPS
Enter the 15-digit confirmation code that your client received for the first EFTPS payment.
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