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Level 4
January 29, 2021
Question

Form availibility

  • January 29, 2021
  • 3 replies
  • 20 views

the California 540 is still not "final" and will not print even after the current release.  When will the form be available?  Calling support gets me an answer like "maybe on 2/8 which is not acceptable since I can't give my clients their copy of the return.  And will stack up work for the staff trying to assemble large numbers of returns if that is the case.  Can you give me some guidance?

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3 replies

itonewbie
Level 15
January 29, 2021

If you want the form now, you'd probably need to file a complaint with FTB (about FTB and not Intuit).

Intuit may not be the greatest but they can't develop and publish a form that's not yet made available by the FTB (https://www.ftb.ca.gov/forms/).

Once the FTB finalizes the form, Intuit can then update theirs and obtain the approval for release.

In the meantime, you can check this Lacerte/PTO website periodically for status updates on forms and schedules: https://lfs.intuit.com/

---------------------------------------------------------------------------------Still an AllStar
rsowensAuthor
Level 4
January 29, 2021

Interestingly, the form does appear to be available on the FTB site.  Thanks for the link.

I cannot find any information about updates to Lacerte other than a mid Feb release date.  I'm trying to get a handle on all of this so I can plan my workflow.  I'd expect that someone at Lacerte would have an idea as to what's happening with this.

 

itonewbie
Level 15
January 29, 2021

@rsowens wrote:

Interestingly, the form does appear to be available on the FTB site...


Your eyesight must be a lot better than mine because this is what I get after clicking on Form 540:

This form is currently not available

We are making annual changes to our forms at this time. The form you are looking for may be:

•Unavailable

•Not fully functional

•In the process of being updated

Please check again later, or find forms using our Forms and Publication Search.

---------------------------------------------------------------------------------Still an AllStar
Just-Lisa-Now-
Intuit Community Champion
January 29, 2021

I saw something posted earlier for Lacerte that CA was delayed until the 29tth.    Hopefully an update tomorrow will open the gates.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
rsowensAuthor
Level 4
January 29, 2021

Thank you.  I couldn't find anything.  That would be awesome as we could start processing returns.  I'll check for updates.

George4Tacks
Level 15
January 29, 2021

Hmm - I saw this in the diagnostics.

Release dates are listed at https://proconnect.intuit.com/lacerte/forms-finder/

where it gives a definitive I DON'T KNOW

Answers are easy. Questions are hard!