Trust return via TurboTax Business - Fed return accepted but CA rejected

I just filed the 2022 return for my Mom's Trust, for which I am the successor Trustee. She had passed in May 2022, but this is our initial return. I think I will have a final return next year.

For some reason, while the Fed return was accepted shortly after submittal, the CA return was rejected (twice now), but I am not sure why. Here is the message I get:

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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"

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I'm not clear on what could be causing this, which again is for CA only. The Fed return went through fine, and the CA data should be mostly pulled from the answers I provided doing the Fed return.

Any thoughts?

Thanks!!

Alex

805

Level 15

Feb 21, 2023 9:34:45 AM

There could be an error in the programming because the CA return is showing Print Only.

See https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotaxbusiness_ca_windows_fiduciary.html

New Member

Feb 27, 2023 12:24:45 PM

So what exactly does this mean. I am getting the same exact error, but there was no resolution here. Does this mean you cannot file CA trust through the program?

Intuit Alumni

Feb 27, 2023 1:10:31 PM

Please reach out to TurboTax Customer Support for assistance with the issue you are experiencing.

What is the TurboTax phone number?

@btehrani93

Level 2

Mar 7, 2023 11:08:04 AM

I spent 1 hour on the phone with two TurboTax support folks today and their conclusion was the issue was with CA FTB e-file software side. The underlying error code is S0000-095. So, one could wait and retry or, simply print and file by mail.

Level 2

Mar 7, 2023 12:12:28 PM

Thanks for the update cropredy. I ended up mailing the CA return. In my case, the culprit may have been the k1 forms. I’ll update this thread if I get additional news or information

Level 2

Mar 18, 2023 1:42:07 PM

This problem seems to be resolved

On March 18, 2023, I installed the latest TurboTax for Business updates and resubmitted my e-file to CA. Within 2 hours, CA FTB has accepted the Form 541s.

So clearly a software update by either CA FTB or TurboTax (or both) resolved the issue

Intuit Alumni

Mar 20, 2023 9:57:38 AM

We are happy to hear things went better after the most recent update. Please let us know if we can better assist you. @cropredy

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Trust return via TurboTax Business - Fed return accepted but CA rejected