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Hello Everyone,
I am new to my job, and I was tasked to finding out why we cannot file an e-file tax return for a Grantor Type Trust to California on Lacerte. I have come up empty on searching these forumns and websites. Have these always been paper filed or no?
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first place to check is if your state accepts those efiled. This is the first year Indiana has accepted them efiled. Yeah I was so glad. If California does accept efile. then look within the program to see if it is preventing you from filing.
Michele
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Thank you so much for your response,
To my knowledge it seems like you can e-file a grantor type trust however on lacerte I get this error:
ref #37455
GRANTOR 541
CALIFORNIA GRANTOR RETURNS CANNOT BE E-FILED. FILE THE RETURN AS A CONVENTIONAL
PAPER RETURN.
I mean that seems clear to me, but my superiors would like me to dig deeper would you or anyone else know where to look. I have been researching the california ftb website and it seems like it would be okay. Also in lacerte there are the e-file authorization signature pages ready.
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Lacerte is telling you that a CA Grantor Trust cannot be efiled. It may in fact be their constraint and not CA's, but you're not going to get any clearer explanation than that.
Ex-AllStar
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A bit down the road, but I'm getting the same message. A colleague of mine has eFiled two grantor trusts with California today, so I'm assuming it's a Lacerte problem. One more reason to start looking at other software.
If anyone has a work around I'd sure like to know about it.
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Anyone find a work around or is this issue resolved for tax year 2023?
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I got the same message that it can't be e-filed, so I mailed paper.
I figure the FTB will be a much better motivator than I would be to get Lacerte to support it.