Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.

cancel
Showing results for 
Search instead for 
Did you mean: 

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.

contador1

Trust has an apartment building and is installing solar skylights which qualify for the 30% Federal energy credit.  The credit is claimed on form 3468, which goes to form form 3800.  You have these forms for other modules relating to business entities, but not for fiduciary returns.

As it is right now, I have to create form 3468 from another program, put the credit into form 3800, insert form 3468 into the trust return and paper file it.  This is a major nuisance, and Lacerte is better than this.

Please add the form 3468 to the fiduciary module for 2023.

 

Status: New
Vote now if this is a good idea