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Level 2
May 6, 2025
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for a grantor fiduciary MA state docusign -docusign should pull the grantor M-8453F form and not the Form 2 M-8453F form

Related products:Lacerte
  • May 6, 2025
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We had a few instances when in a grantor 2g e-file form being docusigned , docusign pulled in the Form 2 M-8453F form and not the Grantor 2G M-8453F form .  We had work around to load the grantor form in the docusign process, but when I posed the question to Lacerte today they stated to keep working the workaround and write the question on the feedback page.  Example below.