In most cases, a valid identification number (SSN, EIN, or ITIN) must be entered on the K1 or K1E screen for each partner, shareholder, or beneficiary.

1065

If a partner has applied for an EIN, SSN, or ITIN, enter APPLD FOR in the ID number field on the K1 screen.

See Schedule B-1 (1065) and Drake Tax - 1065 - Schedule B and Schedule B-1 for more information.

1120-S

See Drake Tax - 1120-S: Entering Officer Information - Form 1125-E .

1041

In a fiduciary return, choose the applicable scenario for a beneficiary that does not have an EIN, SSN, or ITIN:

• If a beneficiary has applied for an EIN, SSN, or ITIN, enter APPLD FOR in the ID number field on the K1 screen.

• If the beneficiary is a foreign person subject to Form 1042-S withholding, on the K1 screen, leave the ID number blank and select the Form 1042S check box instead.