ProConnect HelpIntuit HelpIntuit

How to resolve Lacerte Diagnostic Ref. 4989 CA date of death and representative type requirements

SOLVEDby IntuitLacerte Tax5Updated August 03, 2021

The following e-file critical diagnostic is generated when a CA resident taxpayer is filing as a qualifying widow:

  • e-file: California requires a "Date of Death" and "Representative Type" on all decedent tax returns. The date of death is missing. (Ref. #4989)

To clear this diagnostic:

  1. Go to Screen 1, Client Information.
  2. Make sure that a Date of Death isn't entered for the taxpayer, or spouse (if applicable), under Taxpayer Information or Spouse Information.
  3. Go to Screen 4, Electronic Filing.
  4. Select E-file PDF/Miscellaneous.
  5. Scroll to the California Miscellaneous section.
  6. Locate the Decedent Information subsection, and remove any entries in either the field Return representative type or Guardian name.
    • Note: These fields should only be populated during the decedent tax year.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.