37468

The following diagnostic is generating: Contract and Straddles (Form 6781) aare not allowed for Electronic filing on the Schedule D . I am getting this Critical Diag on a Trust tax return. I had same form on 2020 return, but with out the diagnostic. 2020 return was successfully efiled with this form. What has changed?
Comments
trueacct2
‎03-20-2022 07:14 PM
‎03-20-2022 07:14 PM

Same issue for me.

AndreaSReich
‎04-03-2022 07:59 PM
‎04-03-2022 07:59 PM

Same problem.  How did you fix this.

trueacct2
‎04-03-2022 08:25 PM
‎04-03-2022 08:25 PM

I efiled return with diagnostic and return was accepted.

trueacct2
‎04-03-2022 08:28 PM
‎04-03-2022 08:28 PM

I believe you need to disable critical diagnostic first, then efile

gavin_mdp
‎10-13-2023 10:11 PM
‎10-13-2023 10:11 PM

Diagnostic refers to at least California trust returns.  Possibly other states, but of the 20 state returns in my trust return, only California triggers the critical e-file diagnostic. Paper-file California and you can likely e-file the others.

sjrcpa
‎10-13-2023 10:30 PM
‎10-13-2023 10:30 PM

Doesn't CA mandate efiling?

Or not for trusts.

gavin_mdp
‎10-14-2023 01:49 PM
‎10-14-2023 01:49 PM

E-filing is not required for California estates or trusts.  From the Form 541 instructions:

e-filing – The FTB offers e-filing for fiduciaries filing Form 541, California Fiduciary Income Tax Return. Check with the software provider to see if they support fiduciary (estate or trust) e-filing.

Even if it were, you would have reasonable cause for not e-filing.