Can I e-file a non-resident, Washington District of Columbia form D-40 after the Form 1040 has already been filed?

Forum|Forum|1 year ago
August 29, 2024
1 reply
10 views

In April 2024, I e-filed a client's 1040 and California resident return. After filing, client presented a small W-2 from DC that now requires a DC return to be filed to receive her refund. When using the Lacerte e-file wizard, it does not give me the option to e-file DC. Yes, on the client screen, I have checked the box to e-file DC. Lacerte did generate the D-40E Declaration for Electronic Filing Form, that has been signed. Thank you in advance for your help.

Lacerte Tax

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sjrcpa

Level 15

1. There's no such thing as a nonresident D-40.

2. There is provision for a part year D-40.

3. If DC tax was withheld in error, there is a short form to file for a refund. D-40B. It cannot be efiled.

The more I know the more I don’t know.

C

cmbtaxAuthor

Level 3

Thank you so much for your response. Taxpayer lived in DC while working as a paid Intern, for 77 days in 2023. Her tax liability was only $200 and she had $402 withheld. So, it appears that form D40 is required to be filed?

sjrcpa

Level 15

Yes. Part Year D-40.

The more I know the more I don’t know.

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