Question
Cannot efile an old return for a decedent?
Decedent's heir came to me. They need to file their decedent father's 2019 income tax return. Lacerte has a critical diagnostic that the taxpayer's date of death must equal either 2019 or 2020. This seems silly. (He died in 2021.)
I imagine this is a efile limitation, not a Lacerte imposed limitation. Is that correct? Although I think the year of the death has to be the current or future year, and 2021 is future to 2019.
If it is a Lacerte limitation, can it be overridden?
(I have never overridden a Lacerte efile error code, so the idea makes me nervous. When you override, does the return just go through, or will the IRS still reject if there is a problem?)
