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

Individual

GA Schedule 1, Page 2, Line 11 Blank When It Should Populate Post Version 41.0422

ME Schedule NRH Line 6, Column C Does Not Complete When Spouse is Filer

MO Form 1040ES Incorrectly Includes Deceased Taxpayer

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

PA City of Philadelphia Form BIR NTL Prints SSN on EIN Line

US Screen 4.2 Not Allowing Signature Date Override Past April 15, 2021

Partnership 

CA K-1 Export to IND or FID Converts 1231 Loss Into 1231 Gain for CA

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

S-Corporate

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

Corporate

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

Individual

OK E-file Rejection /ReturnState/ReturnDataState/FormOK538S/PartThree/OtherIncome Indicates This is a Defect

Partnership 

S-Corporate

Corporate

NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

Individual

AL Schedule W-2 Fills Out Column J For Other State W-2 While Non-Resident

CA PPP and EIDL Conformity Changes

IA 1040 Line 24 Not Including 67e Final Year Deductions From Estate/Trust

MT Tax Summary Does Not Show Overpayment Applied

MT Form 2 Not Including Accrued Market Discount

MT Form 2 Page 5 Line 25 Limiting Expenses to 5000

OH City Cincinnati Line 5 Is Multiplying Line 1 By .02025 Instead Of Line 5

OR Form OR-TM Prints Date on Signature Line

US Diagnostic 55596 Is Generating After Version 41.0420

US Form 2848 Omits Name of Taxpayer When Printing Partial Return

US Amended E-file Reject /Return/ReturnData/IRS1310/PhoneNum When Number is Present

VA E-file Reject 760-060 The Tax Amount on Form 760CG Line 16 Must Match Tax Rate Schedule

VA ES Worksheet Double Counting Addback of UCE

Partnership 

CA PPP and EIDL Conformity Changes

KY Form PTE Doubling Employee Retention Credit

NJ Form PTE-100 Line 14b Shows 100% When NJ-NR-A Line 5 Shows 0%

NY City Form NYC-204 Schedule B Line 9 Form Doesn't Match Schema

S-Corporate

CA PPP and EIDL Conformity Changes

KY Form PTE Doubling Employee Retention Credit

NJ Form PTE K-1 Not Printing With K-1 Package

NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

Corporate

CA PPP and EIDL Conformity Changes

HI Form N-30 Schedule J Line 2d Incorrect Adjustment Not Included On Statement When CY 179 And Cash Contribution Deduction

Fiduciary

AL Form 41, Schedule A Line 2 Shows Gain When There is a Loss

Individual

US Form 5471 Schedule Q, Page 4, Line 3, Column XI Not Printing Negative

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MN M1PR-AI US Form 8915 Qualified 2020 Disaster Retirement Plan Distributions Added on M1PR-AI Twice

NH Form BET Line 1 Does Not Apportion Dividends

NJ Form NJ-2210 Lines 2 and 6 Not Picking Up Amounts From NJ-1040 Line 63

NYC UBT Estimated Payments Q1 Shows $25 in Estimated Payments Wizard When Schedule C is Also SMLLC

OH form IT RC Column A Income Taxed Will not Override Correctly

RI Overpayment Applied to 2021 is overstated on letter when applying full overpayment

VA Calculating Penalties for First Quarter Payment Extended Due to Coronavirus Exceptions

Partnership 

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

US Form 8990 Part I Section II Line 18 Incorrectly Including Investment Income

WI Schedule 3K-1 Item L Pulling Incorrect Partner When Partner Number Gaps Exists

S-Corporate

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

NM Shareholder Summary (S/H Smry) Page for RDP-41359 Incorrect Address When Shareholder Number Gap Exists

Corporate

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

Fiduciary

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MI Form 4 Filing Instructions Indicates No Payment Required Incorrect

NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

Exempt

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

NY Diagnostic Ref. 54814 Requiring Form E-File for 990 and 990PF Generating Erroneously

Individual

MS Client Letter Instructs to Mail Payment When Electronic Payment Selected

MT Form 2 Line 21 Incorrect Credit Reported

NJ Form NJ-630 Populates Amount Different Than Amount Due Than Form NJ-1040

NY General Info Shows $300 Cash Contribution Addback from IT-558 as Credit for Employment of Persons with Disabilities Carryover

OH IT A Page 2 Line 25 Federal Conformity Deductions When Taking 179 on 15-Year Property

OK Form 511NR-1 Line 15 Statement Oklahoma Amount Does Not Reconcile

PA Schedule SP, Section III, Line 1 Omits Disposition Details When Married Filing Separately

Partnership 

US E-File Summary Report Includes 8283 SEC B(2) as an XML Only Item

S-Corporate

MO Apportionment Summary Form Displays Missouri Apportionment Percentage as Decimal

NJ Form CBT 100s Page 7 Schedule C Statement Doubles Expense for M-1 Adjustment

Corporate

MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN (e-File Schema)

OK 512, Page 3, Line 18, Column B Does Not Follow 163j Limits

Fiduciary

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MI Form 4 Filing Instructions Indicates No Payment Required Incorrect

NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

Exempt

US Checkbox on Form 990, Schedule H, Part V, Line 22d Will Not Check

US Form 990T Remaining NOL Carryover Amount Not Listed on General Information as Expected

US Diagnostic Ref. 55695 Not Clearing When Input Requirements Referenced Are Met

US Unable to Generate Form 8879-EO for Extensions

Global

TN Form FAE 170 Underpayment Interest Worksheet Uses Old Interest Rate

Individual

Partnership

S-Corporate

AR Franchise Report - Line 10 Not Limiting Minimum Tax to $150 Shen Authorized Stock is Present

Corporate

Fiduciary

Exempt

US Form 2220 Page 4 Line 24 Tax Rate

Global

Operators

Lacerte Text Case Will Change From Mixed to Upper or Upper to Mixed on Forms

Individual

DE Extension Diagnostic Ref. 54283 Generates Requiring a Checkmark Which Causes an E-file Validation Error

MN Form M1RCR for Part-Year Return, Line 11 Worksheet Calculating Incorrect Percentage

NC E-File Reject NCD400-2800 Schedule PN-1 Must be Attached When Form Not Generating

NH BT-Summary Lines 4a-4c Not Calculated or Printed - Penalties and Interest on LLC Returns

NY Diagnostic Ref. 27813 Generating In Error

NYC UBT Schedule B Line 4 Including Non-UBT Rentals in E-file

FBAR Country Code on Form 114a Incorrect When Firm Located Outside of the US

Partnership

AL Diagnostic Ref. 14008 Generates When No Schedule C Generated

S-Corporate

Corporate

Fiduciary

NC Schedule K-1 Line 6 is Blank On A Nonresident With Income

Exempt

Global

Operators

Individual

NH Form DP-160 Does Not Generate When Credit is Present

Partnership

US Input Screen 20.1 Codes 66-69, 73,77,78, 261, and 262 Alternative Fuel Credit Not Flowing as Expected

S-Corporate

Corporate

Fiduciary

Exempt

US 990 T Schedule A Includes Amounts Below Zero

Global

Operators

Individual

AZ E-file Reject 740 Not Rounding to 3 Decimal Points

NC Diagnostic Ref. 55796 for Schedule PN Generates for Full Year Resident Returns

Partnership

NY Unable to Show Paid Estimates for IT-2658 on Letter Without Creating Negative Amount on the IT-2658

S-Corporate

Corporate

CA Form 3885 Part 1 Line 6 Statement Not Generated Consistently

Fiduciary

Exempt

US Form 990-T Error 479 is Out of Range for OutSeries 61

US Diagnostic Ref. 55687 Will Not Clear When Requirement is Met

Global

Operators