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Level 1
March 13, 2021
Question

OR fiduciary return-efile

  • March 13, 2021
  • 1 reply
  • 9 views

A diagnostic for an OR fiduciary return to be efiled requires verification that PTIN has not changed from last year.  I have confirmed that there was no change, but can't locate the place in Lacerte to release the hold.  (There is no auto jump from the diagnostic to the correction site.)  Thanks

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1 reply

Level 6
March 13, 2021

I saw this in the 2019 program, but not in the 2020. In the 2019 program there is a check box on screen 2.2, file Misc > Oregon Electronic Filing.  It's the third statement in that section.