Sending an e-file directly to the state or with the federal e-file in Lacerte

Some states support both piggyback, and direct e-filing. For most states, Lacerte defaults to piggyback, and will send the state return with the federal return. After the IRS processes the return, they will forward the state return to the applicable state.

To change if a state is being sent directly:

1. Select the E-file menu
2. Select Step 2: Start e-file Return Wizard.
3. Right-click on the state that has the red asterisk (*).
4. Select Send directly to state authority (This will remove the asterisk and make this state as a state only e-file return).

To set a state to send with the federal return:

1. Right-click on the state you want to send as piggyback.
2. Select Send to IRS with Federal return (This will make the asterisk appear)