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Level 3
March 18, 2021
Question

Does Lacerte attach the Federal Tax Return when filing an Oregon State Tax Return?

  • March 18, 2021
  • 1 reply
  • 3 views

I'm filing multiple State returns for my client...CA & OR.  The Oregon tax return, OR-40-N indicates a copy of the Federal Form 1040, 1040-SR, etc. must be included.  Does Lacerte automatically attach a copy of the 1040?  If not, how do I flag my efile to include the Federal Return?

 

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1 reply

George4Tacks
Level 15
March 18, 2021

e-file >E-file support tools > View E-file > Go to +OR and the first thing you see is

<?xml version="1.0" encoding="UTF-8" ?>
- <ReturnState xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" stateSchemaVersion="ORIndividual2020v2.1"
Which translates to Send irs efile; send ORIndividual2020v2.1 
That is send fed with State. You can see similar schema for each state.
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