When will we be able to e-file CA FTB Form 3509

Forum|Forum|5 years ago
May 5, 2021
2 replies
12 views

It's a simple one page form. But they have a special tax rule that blocks the entire e-filing of Form 199 (so we can't even attach as a PDF).

Super frustrating that it hasn't been implemented yet given the impacts.

Lacerte Tax

This topic has been closed for replies.

sjrcpa

Level 15

I complained about it starting when we first efiled CA nonprofit returns. So 15+ years ago?

Obviously not a priority for Lacerte.

The more I know the more I don’t know.

P

privatetaxprep4Author

Level 2

Normally not supporting a form isn't a problem. But this is a simple form and it BLOCKS the ENTIRE Form 199 e-filing process. You can't do the attach PDF thing or anything.

So annoying. They probably spent more time on the diagnostics and waiver request instructions than it would have taken to implement the darn form.

K

Koreshko

Level 2

When will anyone from Lacerte read all these comments? It is frustrating. Considering to move to UltraTax CS because of it.

P

privatetaxprep4Author

Level 2

Does UltraTax support this form for e-file? Maybe it's a state level issue instead?

K

Koreshko

Level 2

Yes, UltraTax CS has the form 3509 and supports it for e-filing. It is a non-calculating form, so the firm has to fill out the form manually, but it e-files.

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