Federal and state filing instructions and slip sheets are blank in Lacerte
by Intuit• Updated 9 months ago
Why are my Federal and State Filing Instructions and Slips Sheets generating but not printing any text?
Any checkboxes marked in the Invoice, Letter, Filing Instructions screen in the Filing Instructions sections for federal and state override the default settings and generate filing instructions for those forms only.
If no filing instructions are generated for a form, slip sheets aren't completed either.
To check for checkboxes interfering with the default settings:
- Go to the Invoice, Letter, Filing Instructions screen:
- Individual: Screen 5.1
- Fiduciary: Screen 3.1
- Partnership: Screen 2.1
- Corporate: Screen 5.1
- S-Corporate: Screen 4.1
- Exempt Org.: Screen 3.1
- Benefit Plan: Screen 2.1
- Scroll down to the Filing Instructions section and State Filing Instructions.
- If no checkbox is checked, then filing instructions (and slip sheets) are printed only for the tax return's main form (e.g., 1040) and estimates (and the state equivalents.)
- If some checkboxes are checked, then filing instructions and slip sheets are generated for each specified form.
For example, if the Tax Return checkbox is checked under Filing Instructions, but not under State Filing Instructions, then only federal filing instructions will be generated. (The state filing instructions will still be generated but blank.)
To print the instructions and slip sheets, either:
- Check the Tax Return box under State Filing Instructions section, or
- Uncheck all boxes under the Filing Instructions sections.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to resolve Lacerte diagnostic ref. 45535 - Copy of state's tax return requiredby Intuit•27•Updated April 03, 2024
- Extension Form and Filing instructions for forms 7004, 4868, 8868 are not printing in Lacerteby Intuit•31•Updated April 23, 2024
- How to resolve Lacerte diagnostic ref 47040, 47039 and 47310 for Form 1042-Sby Intuit•7•Updated November 20, 2023
- Common questions about Invoice, Letter, and Filing Instructions in Lacerteby Intuit•7•Updated 2 weeks ago
- Entering Form 1095-A in Lacerteby Intuit•866•Updated July 15, 2024