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

Individual

OK Form 511-NR Final Year S-Corp Loss Not Flowing to Oklahoma Source

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

Individual

US Client Letter / Filing Instructions Omit Estimate Details

Enhancement - US Form 8879 Line 5 Amount Owed Does Not Foot to the 1040-X Line 20 and the Client Letter

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

Individual

KS Form K-40 Interest and Penalties Overstated

KY Estimated Tax E-file Rejection - Agency Did Not Send An Error Code

NYC 579-UBTI Signature Form Does Not Print When Going Through e-File > Print e-File Signature Document

NY Estimates Letter Indicates Estimates will be Mailed

NY IT-370 Reject Due to Missing Drivers License Information

NY Client Letter Estimate Payment Date Overrides Not Present on Letter

NY Form IT-201 line 1 Employee Business Expense Adding Back

NY Form TR-579-IT Prints Name on Signature Line When Set to No

OH Royalties Triggering Diagnostic Ref. 54889

OH F1 Help for Override Field "Retirement income credit [O]" Screen 53.121 Outdated

OR Letter Not Showing Correct Filing Date

Partnership

NJ E-File Reject /ReturnState/ReturnDataState/FormPTE100/Body/NJAllocation

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

Change the REP Pricing Link in REP Wizard

After Update 2020 Program Can't See Certain HP Printers In Settings > Options > Print Selection.

Add Telemetry for Lacerte DB Size and Create a Dashboard

CEF Browser upgrade to version 84

Ability to Turn Off the Watermark on Return Client Copies Attached to eSignature

Post 2019 R10 and in TY20- Lacerte Login Screen Appears as a White Screen With No Way to Log In

Individual

AL Schedule E Statement Does Not Include Depreciation

Partnership

MD Schedule K-1 Section F Line 1 Not Populating

S-Corporate

CA Form 100S Line 7 Statement Includes EIDL as EDIL

Corporate

NJ Form CBT-100 Line 2 Tax Calculation Incorrect on Short Year Returns

Fiduciary

Exempt

Global

Maryland Schema, input changes, and diagnostics 

Operators

Individual

Partnership

MD e-file Financial Transaction Reject

S-Corporate

MD e-file Financial Transaction Reject

Corporate

Fiduciary

Exempt

Global

Operators

Individual

AZ Form 140X Lines 54d and 54e Not Populating Column C When D is Zero

Partnership

S-Corporate

MD e-file Financial Transaction Reject

Corporate

Fiduciary

LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12

NC Standard Client Letter Showing Amount Due When Form Not Generated

Exempt

US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd

US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

Global

Operators

Individual

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected

Partnership

AL Composite Filing Form PTE-CK1 Checkbox Missing, Unable to Populate This Page Results in E-file Reject /ReturnState/ReturnDataState
TN Estimate Rounding Not Working as Expected

S-Corporate

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected

Corporate

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected

Fiduciary

LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12

NC Standard Client Letter Showing Amount Due When Form Not Generated 

Exempt

US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd

US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

Global

Operators

Individual

CA Incorrect Subtraction Occurring on Schedule CA, line 4b for IRA Contribution
NJ Form 1040 line 20a Not Reporting 1/3rd Taxable Pension/IRA Distributions
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Partnership

MD Final Form 511 Approved
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

S-Corporate

MD Final Form 511 Approved
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Corporate

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Fiduciary

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer 

Exempt

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Global

Operators

Individual

IN Form IT-40PNR Schedule A Line 15 Column B Not Populating
LA Form IT-540 Schedule E Line 4I Not Using Overridden Amount from IT-540 Line 9
OH Generic City Return Line 8b Statement Omits Other City Details When W-2 Reported - Generic Form R

Partnership

MD Form 511 Page 2 Line 8 Calculation Does Not Add Up
OH IT 4708 Page 5 Shows 12 Dollars of PTE Credit to Each Partner Missing 1 Dollar

S-Corporate

MD K-1, Section D Line 1 Excludes Extension Payment
OK Form 511CR Not Generated and Credit Not Flowing to Form 512-S Line 3 From Form 506

Corporate

MT E-file Reject Error CIT-E107 Missing Supporting Schedule
MT E-file Reject CIT-E107 Missing Attachment

Fiduciary

VA E-File Rejection FORMS-003 with OSTC is Present, References "NY" Missing

Exempt

Global

Operators

Individual

CA Form 3801 AMT Statement Not Matching Numbers to the Related Activities

CA Form 3853 Part II Worksheet Excludes CA Differences in Income for Passthroughs

MN IND Schedule M1M Line 20 Amount Changed and No Longer Flows to K-1

MT E-file Transmission Failure Error 11: Duplicate Attachment Name Triggers Erroneously (Enhancement)

NH Input Field "Form DP-2210 (Ctrl+T)[O]" in Screen 54.312 Does Not Function

NY Form IT-215 Line 10 Amount of 10 Using Recalculated FAGI Appears to be Incorrect

NY E-File Reject Error R0129: "New York State withholding (IT-201/201X line 72 or IT-203/203X line 62) is not equal to the amount on wage and tax statements."

NY Form IT-196 Line 19 Should Be Limited to 60%

NY Form IT-201 Deducts Excess Deduction From an Estate K-1 Twice

US Form 5471 Schedule Q Not Completing Filer Information

Partnership

DC Form D-30, Page 4 Schedule G Statement Doesn't Match Total

MD Form 511 Skips Lines 3a/3b When Only Resident Individuals are Present

US Form 5471 Schedule Q Not Completing Filer Information

S-Corporate

NJ NOL Carryover Not Shown and Not Carried Over for Years Prior to 2019

NJ CBT Filling Instructions Do Not Include Payment

US Form 5471 Schedule Q Not Completing Filer Information

Corporate

CA NOL is Suspended Based on Line 17 But we Should Use Line 18

US Form 5471 Schedule Q Not Completing Filer Information

Fiduciary

NY IT 205 Page 3 Question F Statement is Masked Where it Was Not in 2019 (Masking)

OK Form 513 Line 3 Column B Does Not Populate If Multi-State/Non Res Checkbox is Checked in Screen 1

US Form 5471 Schedule Q Not Completing Filer Information

Exempt

US Form 5471 Schedule Q Not Completing Filer Information

US Form 990-N Fails Validation And Gives Exception Message When 990-T Is Present "PractitionerPINGrp\EFIN not found" (Return Header)

US E-File Exception Form 990/990-EZ/990-PF While Notes Exist in Screen 62

US Schedule L Page I Part III Column C Prints in Column B

Global

Operators