Taxboy
Level 2
03-21-2022
06:45 PM
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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.