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December 6, 2022
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Arizona Individual E-file Limitation

Related products:Lacerte
  • December 6, 2022
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One of my more complex individual clients (multi-state returns, etc.) requires Form 338 (a relatively simple credit form, in my opinion.)  Lacerte's diagnostic acknowledges that Form 338 is allowed for Arizona e-file, but then continues, "However, the program does not support this form.  This return must be filed as a conventional paper return."

Unfortunately, the inability to e-file the AZ return also means all of the other (nonresident) state returns must also be paper-filed.  A huge headache.

PLEASE consider adding Form 338 to the Arizona credit forms supported by the Lacerte e-file program.

 

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