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Level 3
March 20, 2024
Question

Trust return rejects

  • March 20, 2024
  • 4 replies
  • 9 views

It would appear that Lacerte's trust e-filing has a problem.  I sent in 5 trust returns and all were rejected.  I have updated the software twice and still am getting rejects.  These are all former trust returns that I have done and never had problems in the past few years.  The reason for rejects indicate that the problem is with the software provider.  Anyone else having this problem?

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    4 replies

    sjrcpa
    Level 15
    March 20, 2024
    sjrcpa
    Level 15
    March 20, 2024
    valeriebach
    Level 3
    March 21, 2024

    It was NOT solved on the state level. The update a few minutes ago fixed the issue with the IRS, but not California.

    valeriebach
    Level 3
    March 21, 2024

    I just got an update and the Federal 1041 was accepted, but California was rejected. I hope they'll fix this!

    Level 2
    March 21, 2024

    Same here all my Federal Trust returns are rejecting.  The message says a new update is due today or soon.  Very annoying.