37468 The following diagnostic is generating for trust

Forum|Forum|10 months ago
August 29, 2025
1 reply
8 views

Contract and Straddles (Form 6781) are not allowed for Electronic Filing on the Schedule D? Have this on a trust tax return and doesn't make any sense, literally had the same thing last year and no diagnostic and e-file was fine?

Lacerte Tax

BobKamman

Level 15

Seems to be a California problem.

https://accountants.intuit.com/community/lacerte-diagnostics/37468/ta-p/211146/show-comments/true

S

sfmelissAuthor

Level 4

Lacerte needs to fix this. Straddles happen all the time and in 2023 the same trust had a straddle and it wasn't an issue, paper filing is not a solve. I will try to override or move entry to not have to paper file but Lacerte should address.

BobKamman

Level 15

What part of "The above diagnostic is specific to California electronic filing of Fiduciary returns. It will trigger for any CA resident Fiduciary return, or for any CA non-resident Fiduciary return that has a Contract and Straddle entry . . .If the amounts are supposed to be sourced to CA, then you can e-file the Federal return, but you will have to paper file the California return" do you not understand?

If you want to complain, contact the Franchise Tax Board, don't expect Lacerte to break state rules.

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