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Level 3
February 12, 2024
Solved

Can't access "manage standard letters" in Form 1041

I cannot access the "Manage Standard Letters" or the ""Manage Client Specific Letters" in Form 1041 platform. These menu items are greyed out.  

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    Level 3
    February 12, 2024

    That solved it!  Thank you... that was amazing  I opened the return, then accessed the State return, then closed the client from the State return (don't go back to Federal)  Then re-opened the return and was able to access the letters.

     

     

    3 replies

    Just-Lisa-Now-
    Intuit Community Champion
    February 12, 2024

    Theres some weird letter glitch, either switch over to the state return, then go back to the fed, or save and exit then reopen the return and it will be accessible.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Attorney CPAAuthorAnswer
    Level 3
    February 12, 2024

    That solved it!  Thank you... that was amazing  I opened the return, then accessed the State return, then closed the client from the State return (don't go back to Federal)  Then re-opened the return and was able to access the letters.

     

     

    Level 3
    May 24, 2024

    Thanks for posting this issue & THANKS to the issue-solver.  I had the same problem in the 1040,but did not have the time to address it/call ProSeries. Used the solution and, voila!