NY E-File Mandate Question about EINs

[dtlee]

I am being told by Drake Software that New York State requires any EROs who wish to e-file a Fiduciary return, to have a Federal EIN assigned (to the ERO). As a sole proprietor, I have never needed an EIN and, while I see no harm in getting one, question if anyone else has been told of this requirement.

I have contacted New York State and they have no idea what I am talking about or assume I am asking if the Fiduciary Return itself needs an EIN.

[BOB W]

I did some searching but couldn't find anything on this....???

[dtlee]

Drake has now posted a message on their forum that New York DOES NOT require an EIN for e-filing an IT-205 However, they insist that their forum is not official support and that only their phone is official, so I am confused as to how to interpret the contradiction. Official support says it is needed and unofficial support says it isn't and they are fixing it with a patch.

Two calls to New York State tells me it is not required. It is nowhere in their Publication 90.

I am re-entering the entire return in another software package that does not have the EIN requirement for an ERO just in case.

[dtlee]

Both New York State and Drake now concur that there is no such requirement that an ERO have an FEIN in order to e-file an IT-205.

Thanks.

[BOB W]

You are good to go.....................