Drake Tax - K1 or K1E Screen: ID Number
Article #: 13353
Last Updated: October 18, 2024
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.
Important Per IRS, the entry FOREIGNUS is no longer a valid entry for e-filing purposes starting with 2023. EF Message 0301 generates to prevent e-file until a valid entry is made.
1120-S
If a shareholder has applied for an EIN, SSN, or ITIN, enter APPLD FOR in the ID number field.
Important Per IRS, the entry FOREIGNUS is no longer a valid entry for e-filing purposes starting with 2023. EF Message 0701 generates to prevent e-file until a valid entry is made.
1041
In a fiduciary return, choose the applicable scenario for a beneficiary that does not have an EIN, SSN, or ITIN:
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If a beneficiary has applied for an EIN, SSN, or ITIN, enter APPLD FOR in the ID number field.
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If the beneficiary is a foreign person subject to Form 1042S withholding, leave the ID number blank and select the Form 1042S check box instead.
Important Per IRS, the entry FOREIGNUS is no longer a valid entry for e-filing purposes starting with 2023. EF Message 0207 generates to prevent e-file until a valid entry is made.