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GiantFan
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  • The schedule linked in Lacerte's reply to me says no e-filing for 709 or 706, so I am guessing no. Based on prior experience, Lacerte seems to be one to two yea...
    GiantFan
    Jan 26, 2026
  • Does anyone know if Lacerte will offer e-filing of 2025 Form 709s, since the IRS says that it can now be done through the Modernized E-file System?
    GiantFan
    3
    Jan 26, 2026
  • Does anyone know if Lacerte will have direct deposit of refunds for Federal 2025 fiduciary returns ?I know IRS draft forms have that available, but Lacerte tech...
    GiantFan
    1
    Dec 16, 2025
  • And the answer is not file on paper. Because for Form 5227 filing on paper is not considered a valid filing and so you have not filed the return.
    GiantFan
    Mar 06, 2024
  • The following diagnostic is generating: The "Signing Officer of Fiduciary (Form 5227 only)" fields in the Electronic Filing screen are required for efile purpos...
    GiantFan
    2
    Mar 06, 2024
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