California Estates and Trusts software not updating for Form 541-A, Trust Accum of Charitable amounts. Received an email from turbo tax stating the form is available, but the software is not updating. Close the program and reopened it with no update. ?

[ExcessTurbo]

Token 1065995

[AliciaP1]

Your trust is allowed a personal exemption based on the type of trust you are filing.  In 2022, this is required to be reported on Form CA 541-A.  This is the correct way to report your information for your trust, but because the form will not be ready for printing, you must wait until (as of today) 02/17/2023.  

See State forms availability table for TurboTax Business to watch for updates on the form's availability.

@ExcessTurbo 

[noclue1040]

@AliciaP1  Thank you for your response. Any insight as to why TurboTax is sending out "the form is ready" emails when in fact it is not? That really defeats the purpose of the notifications. I'd like to be notified when the form is actually ready and not have to keep opening up TT business and see if the form is available.

I signed up for a second notification this morning and this afternoon I received the erroneous congratulations notification.

[Bozodclown]

Thanks for your input.  So, is it the FTB that doesn't have this form ready on 2/8/23 or is this a TurboTax problem?  

[tskraus]

Dear AliciaP1,

Per your request, I have sent you my turbo tax file for your diagnostic support

[tskraus]

Forgot to add the token number 1066372

[cluetto]

My software states that I'm current with Updates but when I go to print it states that I need California Form 541A

to print my return???

[noclue1040]

Good news (and bad news)!! 

CA 541-a became available this morning.

Was able to finally complete the CA tax return for a Trust. e filed both federal and state 1041/541 this AM--feds accepted the 1041, CA rejected the 541 return.  TurboTax in the let's look at your return has this "CAFTB 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."  I had to download sign and upload the IRS 8452-FE form to turbotax before I efiled the 1041 form. TurboTax just had me download  and sign the CA 8452-FID form to keep for my records. I wonder if the state is expecting the 8453-FID form to be efiled with the 541?  I have printed out the return and will mail it in.

Very strange. Not sure if was really worth the extra $50 for the state portion of TurboTax Business.

[tskraus]

great feedback no clue 1040.

I too had the same problem with trying to e-file my California state taxes.  Re-entered TT and checked off the box that I was going to use mailing the for the filing.  Printed out the form 8453-FID and signed it, but did not include it in my mailing.  Do not know what is going to happen once received by the state.

Also what was confusing was the TT filing instructions stated that I was required to attach the schedule K-1 (541) for each beneficiary, yet the paper copy print out contained them in the mailing package.  Oh well, let's see what happens.

[alfoytek]

noclue1040, I had same experience.  Was hoping for an answer here.  Looks like the transmission to CA for From 541 is set for "testing".

Looks like I will be mailing again.  

[BillThree]

noclue1040: I also got a a rejection after trying to e-file Form 541 (unrelated to Form 541-A):

"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"

The "ETIN: 14988" just means TurboTax. My guess is "ETIN status: Testing" means TurboTax isn't ready to e-file Form 541. I guess I'll try again a few days and switch to paper if it's not fixed.