Filing a FED only foundation return (990-PF) - Lacerte wants to file a CA return for a non-CA foundation. How do I suppress the CA return

mtlmihelich · ‎05-31-2022

The Foundation is a non-CA entity but Lacerte keeps reverting to CA mailing address of President creating critical diagnostic issues. I need a FED only return.

PhoebeRoberts · ‎06-01-2022

From the Client Information screen, in the Returns section at the very top left, delete California.

Note also that California may disagree with your conclusion regarding the need for a CA return.

Filing a FED only foundation return (990-PF) - Lacerte wants to file a CA return for a non-CA foundation. How do I suppress the CA return

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