How to notify and ask Lacerte for an incomplete efiling?
For the life of me, I cannot find how / where to raise this issue with Lacerte. And it raises many concerns as there was no diagnostic or notification the efiling would be incomplete. I want to address this with Lacerte / Intuit and cannot see how or where to do so.
I have 2 CA Trusts, both efiled and accepted on March 4. I received tax notices from the Franchise Tax Board on March 12 where they assessed a much higher underpayment penalty.
We had included and calculated Form 5805 to annualize as there were large capital gains on the last week of the year. In my copies there is the 5 page form and worksheet for these calculations that should have been sent with the efiled return.
Per the FTB today - Part III (on page 3) was blank. There was NO annualization calculations submitted or included with either trust.
What in the world happened? More work for everyone when an incomplete return is efiled. Especially when I think the complete form and return was filed properly.
I would like to discuss this issue with the powers that be. Thank you for letting me know how and to whom to address this concern. Thank you
