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Common questions for Fiduciary Filing Instructions

by Lacerte Tax 2023 Updated 1 month ago

Print filing instructions for separately filed forms?

  1. Open Screen 3.1, Invoice, Letters, Filing Instr.
  2. In the Sections list, select Filing Instructions.
  3. If you do not have your user option set to Yes for Filing Instructions (Settings, Options, Tax Return tab), enter 1 to print filing instructions with the return in Filing Instructions.
  4. Select the check box for any separately filed form such as Form 56 or SS-4.

Note: If there are no check boxes selected, filing instructions print for Form 1041,Grantor Form 1041, Form 1041-A, Form 1041-QFT, Form 5227 or Form 1041-ES when required to be filed. If there is an entry in one or more of the forms listed, filing instructions print only for marked forms

See Extension and Filing Instructions do Not Print (7004, 4868, 8868) for additional information regarding filing instructions.

Lacerte Tax

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