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Level 4
July 23, 2025
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1041 Virginia 770 letter

Related products:ProSeries
  • July 23, 2025
  • 5 replies
  • 10 views

The standard client letter coding does not pick up that there is a balance due to Virginia. It only picks up the estimated payments. Please fix this so that the letter works.

Also, the Form 770-PMT is not available in Proseries. This voucher allows the fiduciary to pay a balance due by check after e-filing.

Thanks.  

5 replies

Accountant-Man
Level 13
July 23, 2025

That stinks, but can you modify the VA 1041 letter to include the tax due?

** I'm still a champion... of the world! Even without The Lounge.
BethPAuthor
Level 4
July 23, 2025

Yes, it can be edited manually each time, but the current letter coding does not recognize that there is a balance due, so there is no way to edit the letter template to reflect a balance due.

sjrcpa
Level 15
July 23, 2025

Doesn't VA require electronic payment? Hence no voucher?

The more I know the more I don’t know.
BethPAuthor
Level 4
July 23, 2025

Even if that were the case, shouldn't the letter state "You have a balance due to Virginia of $xxx. Payment must be made electronically at tax.virginia.gov"  The letter does not indicate a balance is due.

It was the case for a short period of time (2017 and 2018 tax years), when a waiver was required for a fiduciary to pay other than electronically, but that changed for tax year 2019. Here is a link to the VA tax website https://www.tax.virginia.gov/fiduciary-income-tax which states:

Return Payments

If paying after you file your return, you can make an electronic return payment using the 770-PMT eForm or Web Upload

If you prefer to pay by mail, complete the 770-PMT voucher and send it to us with your check or money order.

 

 

Accountant-Man
Level 13
July 24, 2025

You can edit and save the template.

** I'm still a champion... of the world! Even without The Lounge.