jon
Level 1

FYI, beware Lacerte E-file does not always submit the correct apartment info to CA FTB.

I recently have client contacted me for address change because she received a notice from CA FTB with incorrect address.

I reviewed the return filed, and discovered that Lacerte submitted the first 5 characters of whatever was entered in the Apartment box in the input screen to FTB, not necessary what appeared on the PDF or paper return of the CA Form 540.

For Example, on the apartment number Input Screen we entered "UNIT 26", CA Paper return / PDF will show "UN 26", however, Lacerte E-file view shows "UNIT2".  Thus my client received a letter from CA FTB incorrectly addressed to "UNIT 2", instead of "UNIT 26". Lucky she received the notice.

WONDERING HOW MANY YEARS HAS IT BEEN SUMMITTED INCORRECTLY TO CA and possibly other TAX AGENCIES.

VERY DISSAPPOINTED.

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