Massachusetts Electronic Trust Returns Massachsetts Trust returns when I file eleectronically if failing because I do not select entity tax. How do I cure this issue so I can file electronically?

​@Kevin D 

Massachusetts Entity Level Tax (ELT/PTE) has specific setup requirements in ProSeries, including for fiduciary returns. This article provides additional information:

How to enter Massachusetts ELT (PTE) in ProSeries

Since you're encountering an e-file issue when the Entity Level Tax election isn't selected, we recommend reaching out to ProSeries Support. Our Support team can review the return and e-file diagnostic with you to help determine the appropriate next steps for your specific situation.

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This is from google AI

In ProSeries, an e-file rejection or error indicating that you must select the entity tax type for a Massachusetts Fiduciary return (Form 2) usually boils down to a single omitted checkbox on the state's informational worksheets. [1]

To cure this error so you can successfully transmit the return, follow these steps:

Step 1: Open the Massachusetts Information Worksheet

1. Go to the Forms Index on the left side of your screen in ProSeries.
2. Scroll down to the Massachusetts state forms section.
3. Open the Form 2 Info Wks (Massachusetts Fiduciary Information Worksheet). [1]

Step 2: Set the Entity Tax Type / Income Allocation

ProSeries needs you to define how the trust's tax liability is handled—whether it is being taxed directly at the entity level or passed through to the beneficiaries. [1]

1. On the Information Worksheet, scroll down to the Tax Options or Fiduciary Information section.
2. Look for the question addressing whether the trust is taxed at the entity level or if the income is allocated to the beneficiaries. [1]
3. Check the box that designates the trust's specific classification (e.g., Resident Trust taxed at the entity level, Inter Vivos Trust, or Testamentary Trust). [1]
4. Note: If you are attempting to opt into the Massachusetts Pass-Through Entity (PTE) 
5. Excise tax for the trust under Chapter 63D, you must complete Form 63D-ELT inside the software to activate the entity-level tax calculations. [1, 2]

6. Step 3: Check the Federal Information Worksheet (E-file Settings)

   Sometimes the state diagnostic fails because the transmission wrapper isn't cleanly registering the active state modules. [1]

7. Toggle back to the Federal 1041 module.
8. Open the Federal Information Worksheet.
9. Scroll down to Part VI - Electronic Filing Information.
10. Verify that the checkbox for Massachusetts (Form 2) is explicitly selected under the "File state return electronically" section.

11. Step 4: Clear Diagnostics and Re-transmit

12. Press the F9 key on your keyboard to force recalculate the return, then press F10 to save it.
13. Open your Diagnostics tab to ensure the red error flag regarding the missing entity selection has cleared.
14. Go to the E-file menu at the top of ProSeries, select Electronic Filing, and choose Convert/Transmit Returns to resubmit your client's return