Jamie L Walling
Level 2
3 weeks ago
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Yes, if there is an OR trustee (which there is) OR considers the trust an OR resident. If there are CA beneficiaries, CA has a filing requirement. So since both of these are true, I have to figure out how to get Lacerte to accomodate this and I am not having luck. Technical support can't help me after three attempts.
I was hoping someone else has run into this issue and had ideas other than manually overriding all the forms.