Using the E-File Wizard for state returns in Lacerte

During the e-filing process, state returns for states marked with an asterisk will be sent to the IRS along with the federal return.

The IRS recommends this process for the following reasons:

• The IRS recommends sending state returns along with federal returns. This method ensures that your federal return is error-free before your state return is filed.
• If you file your state return directly with the state taxing agency and the IRS rejects your federal return, you'll likely need to paper-file an amended return with the state.
• Some states, like California or Massachusetts, can process returns on a standalone basis, so there's no need for you to send returns directly to the state taxing agency. Lacerte's processing center will route returns for standalone states automatically.