18107: IA - EF Message 2033 or 2037

EF Message 2033 states: 

For estate, bankruptcy estate and testamentary returns, the following are all required entries:

1. Decedent SSN
2. County in which estate is pending
3. Probate Number
4. Decedent Date of Death.

To enter the Decedent SSN and Date of Death, ​​go to federal screen 1 and enter the details under the section A Type of Entity > Decedent's estate. To enter the County in which estate is pending and the Probate Number, go to IA > screen 1, and make the necessary entries in the fields Probate number and County Code for Estate. The County Name for Estate field may be needed for part-year resident or nonresident entitles.

The selection for type of trust (testamentary or inter vivos) is made on the States tab > screen 2, however, an override is available on IA > screen 1. Note that a testamentary trust is created upon a person's death, which is why the above information is required when that type of trust is selected. If the trust was created prior to their death, review your selection for trust type. An inter vivos trust is also referred to as a living trust. EF Message 2033 is not generated when Inter vivos is selected.

EF Message 2037 is generated if you entered decedent information, but selected Inter vivos as the type of trust. Review your selection for trust type or remove decedent information to clear the message. 

Decedent information can only be used with Entity Types: Estate, Bankruptcy Estate, or Testamentary. However, either Grantor Trust or Inter Vivos has been selected. Either Inter Vivos must be unselected on the IA Fiduciary Tax Return screen, or all of the following Decedent information must be removed:

Probate Number on the IA Fiduciary Tax Return Screen

IA Schedule A screen

Decedent SSN, Decedent Date of death, Decedent First Name, and Decedent Last Name located on the Federal Estate or Trust General Information screen.