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

[Taxboy]

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?

[michele]

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

[Taxboy]

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]

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.

[Taxboy]

yeah that is what I figured as well, but now I can at least tell the bosses I tried.

Thank you soo much

[willatbird]

A bit down the road, but I'm getting the same message. A colleague of mine has eFiled two grantor trusts with California today, so I'm assuming it's a Lacerte problem. One more reason to start looking at other software.

If anyone has a work around I'd sure like to know about it.

[hcklau]

Anyone find a work around or is this issue resolved for tax year 2023?

[jerry]

I got the same message that it can't be e-filed, so I mailed paper.

I figure the FTB will be a much better motivator than I would be to get Lacerte to support it.