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Level 3
October 14, 2024
Question

Does Lacerte's Filing Instructions tell you what forms need to be attached to each state return when you have a multi state return

  • October 14, 2024
  • 1 reply
  • 4 views

I would like to know for each state what they require in terms of potentially attaching a copy of another state's return (if you are filing multiple  states)  or possibly a copy of the Federal tax return.

 

For instance California requires you to attach a copy of the Federal income tax return when you file an individual tax return. Does Lacerte have instructions that tell me that?

Thanks.

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    1 reply

    Level 5
    November 30, 2024

    For multi-state, yes, each one tells you for each one.  ("AZ diagnotic: AZ requires a copy of the NV return or K-1 or withholding.")  My CPAs would include a sheet saying "attach US to CA"in each e-file signature form folder for CA.