Skip to main content
Level 3
June 30, 2022
Discussion ongoing

Filing instructions for fiduciary extension payment for California

Related products:Lacerte
  • June 30, 2022
  • 2 replies
  • 6 views

Just blank, why can't the fiduciary program function just like the individual program when it comes to generating an instruction letter to pay the extension amount?  Unlike an individual who files every year, often times you have a grieving trustee who is doing this for the first time and it would be nice to be able to send a nice letter telling them the payee and address.

This topic has been closed for replies.

2 replies

August 5, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

CPACathyAuthor
Level 3
August 8, 2022

fiduciary instructions!