Using the TurboTax Business for the tax year 2022 on Windows 10, when I, as the fiduciary, try to eFile the California return, I get the following message. Is eFiling in California for trusts even supported? If it is, when is it supposed to work? The trust is complex with only DIV income.
Description of error:
Our records indicate that you are not authorized to submit a tax return of a type and for a tax year specified in the Submission manifest (CA-SubmissionManifest).DataValue=Transmission Category: P. ETIN: 14988. ETIN status: Testing.XPath=/CA-TransmissionManifest/TransmissionCategoryDocumentID=NotApplicableErrorID=1
What needs to be done:
The California Franchise Tax Board records indicate that you are not authorized to submit a tax return of a type and for a tax year specified in the Submission Manifest.
Please review the reason for the reject. If necessary, make the appropriate change and re-submit this return electronically. However, if the reject continues, you may want to file this return via U.S. Mail. To file your state return, print it and mail to the appropriate taxing authority.
@Quercus wrote:
Is eFiling in California for trusts even supported?
No. According to the site linked to below, CA fiduciary is print only.
Thank you. I will print the return and send.
It seems to me that TurboTax should disable the eFile option for California trusts. And extra credit for explaining why.
TURBOTAX DOESN'T YET HAVE A VALID ELECTRONIC TRANSMITTER ID. Could somebody from Turbotax reply on this topic. When will TT get a valid ETID, and how should we resubmit?
Previous to the 2022 Turbotax version, e-filing was not an option for CA form 541. I am having the exact same issue that the OP is having. I assumed since e-file came up as an option, that Turbotax had properly enabled the interface. Looks to me to be a Turbotax software issue and that they tried to add additional functionality without proper testing. Nothing wrong with the return itself or info contained in it as I have filed these by mail for the past eight years with no issues.