Welcome back! Ask questions, get answers, and join our large community of tax professionals.

for a grantor fiduciary MA state docusign -docusign should pull the grantor M-8453F form and not the Form 2 M-8453F form

cancel
Showing results for 
Search instead for 
Did you mean: 

for a grantor fiduciary MA state docusign -docusign should pull the grantor M-8453F form and not the Form 2 M-8453F form

Lturpin13

We had a few instances when in a grantor 2g e-file form being docusigned , docusign pulled in the Form 2 M-8453F form and not the Grantor 2G M-8453F form .  We had work around to load the grantor form in the docusign process, but when I posed the question to Lacerte today they stated to keep working the workaround and write the question on the feedback page.  Example below. M-8453F Grantor 2G Form 2025-05-06 173035.pngM-8453 F Form 2 for same Fiduciary Trust 2024 Tax Return 2025-05-06 173154.png

Status: New
0 Votes
Vote now if this is a good idea