Where in Lacerte to update form 540 to show "Attach Federal Return" for efile?

Forum|Forum|3 years ago
February 20, 2023
1 reply
5 views

Form 540 is currently showing "Do Not Attach Federal Return".

Lacerte Tax

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George4Tacks

Level 15

Attaching 1040 is automatic. Where are you seeing this DO NOT ATTACH?

Answers are easy. Questions are hard!

D

DN1Author

Level 2

Hi George,

Thank you for your feedback.

When I clicked on view form, form 540's first page shows "do not attach fed return". The screenshot is below. Advise on fixing this is appreciated.

George4Tacks

Level 15

Don't do anything. I stole this from another software site:

California Franchise Tax Board requires the federal return to be attached to the California return as follows:

Form 540: Federal return is required if federal return includes supporting forms or schedules other than Schedule A or Schedule B
Form 540NR: Federal return is required for all Form 540NR returns

Required attachments are automatically included with any electronically filed Form 540 or 540NR, regardless of whether the federal return is actually being filed electronically with the IRS.

The return you are working on does not require a 540, so just let Lacerte do it's things. Good on you for asking about things you feel are not right.

Answers are easy. Questions are hard!

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