Jamie L Walling
Level 2

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.

0 Cheers