Generating Massachusetts Fiduciary returns in Lacerte

This article will help you generate the Form 2, Grantor 2G or Charitable 2G for Fiduciary returns.

To add Massachusetts to the return:

1. Go to Screen 1 Client Information.
2. In the Returns section, select Add.
3. Select Massachusetts and then OK.

To generate the Grantor 2G

1. Go to Screen 1 Client Information.
2. From the Sections select Miscellaneous Info.
3. From Type of Entity select Grantor Trust.

To generate the Charitable 2G

1. Go to Screen 1 Client Information.
2. From the Sections select Miscellaneous Info.
3. From Type of Entity select Charitable Trust.
4. Select the appropriate Type of Charitable Trust that requires the 2G.
   • Remainder Annuity
   • Remainder Unitrust
   • Pooled Income Fund
   • Other 4947(a)(2)

Charitable Lead Trusts will not generate the 2G.

Adjusting the Massachusetts return:

To make adjustments to the Massachusetts return select the State Dropdown and use screens 54-60 to make adjustments as needed.