Grantor Type Trust California: can you e-file this tax return or no?

Forum|Forum|4 years ago
March 21, 2022
1 reply
14 views

Hello Everyone,

I am new to my job, and I was tasked to finding out why we cannot file an e-file tax return for a Grantor Type Trust to California on Lacerte. I have come up empty on searching these forumns and websites. Have these always been paper filed or no?

Lacerte Tax

This topic has been closed for replies.

M

michele

Level 6

first place to check is if your state accepts those efiled. This is the first year Indiana has accepted them efiled. Yeah I was so glad. If California does accept efile. then look within the program to see if it is preventing you from filing.

Michele

T

TaxboyAuthor

Level 2

Thank you so much for your response,

To my knowledge it seems like you can e-file a grantor type trust however on lacerte I get this error:

ref #37455

GRANTOR 541
CALIFORNIA GRANTOR RETURNS CANNOT BE E-FILED. FILE THE RETURN AS A CONVENTIONAL
PAPER RETURN.

I mean that seems clear to me, but my superiors would like me to dig deeper would you or anyone else know where to look. I have been researching the california ftb website and it seems like it would be okay. Also in lacerte there are the e-file authorization signature pages ready.

sjrcpa

Level 15

Lacerte is telling you that a CA Grantor Trust cannot be efiled. It may in fact be their constraint and not CA's, but you're not going to get any clearer explanation than that.

The more I know the more I don’t know.

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