Drake Tax - IA - EF Message 2033 or 2037

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.