Kathyd
Level 2
‎01-22-2020 10:41 AM

Can I use Lacerte to finish state estate tax return if no necessary to file federal estate tax return? I also cann't choose the state like Washington state.

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Just-Lisa-Now-
Level 15
Level 15
‎01-22-2020 10:57 AM

Does WA state have a state estate tax return?  I know they dont have an individual income tax return.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15
‎01-22-2020 10:58 AM

https://lfs.intuit.com/#/s/WA/T says to be patient. Lacerte is pedaling as fast as they can. 


Answers are easy. Questions are hard!
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sjrcpa
Level 15
‎01-22-2020 10:58 AM

Very few state estate tax returns are offered. Washington is not one of them.I prepare the 706 in Lacerte (most states want a pro forma copy) and then get the state forms from the state website or my forms service (eformrs).


The more I know the more I don’t know.
Kathyd
Level 2
‎01-22-2020 11:15 AM

Thanks for your answer. It helps a lot.

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Kathyd
Level 2
‎01-22-2020 11:18 AM

WA state does have a state fiduciary tax return and threshold is $2.193 million for 2019. 

kgreen8393
Level 5
‎01-22-2020 04:47 PM

I file a lot of State of Washington Estate Tax Returns.  I usually prepare the main part of the return in Lacerte Form 706 software and then attach Schedules A, B, C... etc to the Washington Return (pages 1-3).  I use a Forms software for the Washington portion of the return, however you can probably complete these pages on the State of Washington website.  Since the return must be paper filed, this hasn't been an issue.  In addition, I contacted the State to make sure they had no issue with using the Federal Forms for the Schedules.

I hope this helps!

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