2020 Lacerte Tax Program Update is Live and Available for Download (Updated 09/20/2022)

Corporate

AK Carryback Input No Longer Available

MN Schedule KSNC Addback for Paid Medical Leave Incorrect

Fiduciary

MI Diagnostic Ref. 52115 Not Clearing When Distributions Match MI1041 Schedule 4 Amount When Using the '2' to Exclude Dispositions

Individual

US Amended E-file Exception Error When Capital Gain Distribution Statement is Included with the Tax Return

ME Education Opportunity Tax Credit Page 2 Lines 2a and 2b Display Issue

MN Amended Form M1X Lines 3 and 4 Amounts in Column A and B are Swapped

MN Schedule M15 Line 5 Is Not Populating The Correct Amount In All Cases

NY Amended E-file Reject /ReturnState/ReturnDataState/processBO/composition/forms/IT203/IT203OTHINCID When Unemployment Compensation Exclusion is Present

OH Diagnostic Ref. 54889 Wil Not Clear When NAICS Code is Entered

OH Form SD 2210-100 Page 2 Checkbox for Farming/Fishing Cannot Be Checked

WI Payer ID Number Input is Limited to 12 Digits (Screen 14.2 Code 815) When Number is 15 Digits

MN Schedule KPC/KPI Partners Distributive Share Percentage is Truncated

S Corporate

KY 740NP-WH Page 2 Line 17 Not Calculating, Line 13 less Line 8, 14, and 15

MN Schedule KSNC Addback for Paid Medical Leave Incorrect

Corporate

Fiduciary

Individual

2020 IND MD Diagnostic Ref. 2055489 Generates Unexpectedly

S Corporate

Corporate

Fiduciary

Individual

AL Form 2210AL Unable to Complete Regular Method When Boxes C and D are Checked

US Form 1116 Will No Longer Allow You to Type RIC as The Name of Foreign Country

US Form 1040 Page 2 Line 36 Will Not Populate While Return Marked Amended

US E-file Reject IND-073 When Original and Amended Return Have an Overpayment

US Diagnostic Ref. 54780 Generates for SSA-1042S Requiring Payer EIN, No Input Provided

UT Form TC-40B Will Not Populate Nonresident Home State Abbreviation

Partnership / S Corporate

NJ PTE-100 Line 23 Calculating Negative Amounts

Corporate

Fiduciary

Individual

VA Tax on Form 760CG, Line 16 Incorrect When UCE Present

Partnership / S Corporate

Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Exempt

US Form 990-T Extension (8868) Rejection Due to Books in Care of Missing

Individual

GA Schedule 1 Page 2 Line 11 IRA Distribution with Qualified Charitable Deduction Not Reduced

IA Form 1040 Line 14 Incorrectly Shows Spouse Withholding as a PAR/SCO Adjustment

KY Schedule A Contributions Line 10 Carryover From Prior Year Not Being Limited to 60% of Kentucky AGI

KY Filing Status Override Behavior (Married Filing Separate Combined)

WI E-File Reject /ReturnState/ReturnDataState/SchM/OtherAdjustments Not Pulling Amounts Entered for Spouse

WI Schedule 3K-1 B 3 Nonresident Partner Pulling From Wrong Partner When Partner Number(s) Skipped on Screen 7

S Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

NJ e-File Rejection /ReturnState/ReturnDataState/SchC-S/OtherDeductionsA/OtherExpenses Due to Charitable Contributions When None Present

NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Lacerte Operators

2020 Exception Occurred In The Tax Engine: Failure Saving Tax Manager Data: Unable to write to L:\Lacerte\20tax\Idata\Notes\ClientNumber.iZ0

Corporate

OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

S-Corporate

OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Individual

NC E-File Rejection NCFIN-1060 Payment Contact Information Missing

PA Tax Brochure Scholarships Shown as Taxable on Line 1a

PA State if Different on W-2 Input Prints -1 on Form

US American Rescue Plan Act Results in Unexpected Amount for Schedule A and SE Health Insurance Premiums

KY Form Schedule K-1 (PTE) Page 3 Line 16 (a) Will Show "See Attached" When No Attachment Present

MD Schedule K-1 Distributive or Pro Rata Share Percentage Shows % for Wrong Partner When Partner Numbers Skip

Partnership 

OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

S-Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Individual

Partnership 

Corporate

MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN

Fiduciary

OK Schedule K-1, Line 5b Not Including Royalties, Prints on Line 6 Instead

Individual

AZ Diagnostic Ref. 52389 Generates When No Arizona Amount is Due and Federal Extension Not Marked

CT Tax Summary Does Not Include All Subtractions in the Total

DC E-file Acceptance Letter Incorrectly Shows Refund Processed Through Refund Advantage

MA Tax Summary does not show Business/Profession or Farm Loss for 2020 Year

US e-File Reject Expense Amount Showing as a Negative in e-File Schema /Return/ReturnData/IRS1040ScheduleC/TotalOtherExpensesAmt

US 1040NR Reject (SNEC-F1040NR-006) Tax Rate Shows 0 When e-Filing Instructions Are Set to No

US Diagnostic Ref. 19832 Generates When the Date of 04152021 Has Been Entered and WV is Present

Partnership 

CT Form CT-1065/CT-1120SI Part 1 Schedule A Line 6A Interest on Underpayment Not Adjusted by Overpayment

CT Client Letter Indicates Both Deposit and Amount Due 

Gift

US Input Screen 3 Codes 15 and 55 F1 Help Outdated

Fiduciary

NJ e-File Schema Reject /ReturnState/ReturnDataState/FormNJ1041/ResidencyStatusType/NonResidentTrust

NY IT-205 Page 3 Item A Statement Does Not Generate

Individual

AL Credit Carryover for Scholarships Not Showing on General Information

KY EPAY Page 4 Line 5 Has a Value of "1" in the Payment Date for April 15, 2021

MT NOL Generated When No Business Income or Deductions Present

NH BT Summary Page 2 Line 4 d Underpayment of Estimated Tax Not Flowing, Unable to Override

NY Tax Computation Worksheet 4 is Using 2019 Values

NY Worksheet 5 Displays Incorrect Percentage

OH Rita/City NOL Worksheets Do Not Generate and Override Doubles Carryover

OH IT NRC Section II Numbers Are Misaligned When Passthrough K-1 Royalties Are Not Sourced to OH

OH Cincinnati - Amount of Tax on Line 6 Drastically Understated When Final Year Rental is Present

US Form 6251 Line 2m Not Including Accelerated Depreciation From Estate Passthrough

Partnership 

ME Partner Summary Shows Blank for Line 14 When Amount is Present

MN Schedule KPC/KPI, Schedule KPINC, Page 1, Line 6 Not Populating Amounts From Screen 39 When Numbering Gaps Present

OH Special Allocations Not Working for Bonus Depreciation

S-Corporate

MO Form MO-1120S Page 3 Not Generating For Resident Shareholders to Report Adjustments

Fiduciary

US Form 7004 Where to File Address Incorrect

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

Individual

AL Federal Income Tax Return Deduction Worksheet Pulls From Incorrect Line

GA Schedule 1 Page 2 Line 11 Taxable IRA Doubles Amount of QCD When Being Reported on Federal Form 8606

NC Override Field "Electronic payment date [O]" in Screen 3 Code 1601 Does Not Function

Partnership 

US E-File Reject SK1-F1065-002-01 When More Than One Form 8283 is Present

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

S-Corporate

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

Corporate

CA PDF Not Included in XML For Amended Returns, Triggers E-file Reject