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

Individual

MA Tax Summary Does Not Include Excess Paid Family Leave Withholding

MN M1NR Line 14 Column B Does Not Allow Negative Override

Partnership

S-Corporate

Corporate

IN Form IT-8879C Line 2 Does Not Reflect Line 21 From IT-20

Fiduciary

Exempt

US EF Reject SA-F990T-033 Consolidated Advertising Periodical Income Statement

US Client Letter Shows US Being E-filed When Only CA is Checked for E-file

US Form 990-PF E-file Data Does Not Include the Suite Number

US Form 990-T E-file Rejection SA-F990T-025 for OtherDebtFinancedDeductionAmt when Other Expenses(Ctrl+E) is used on Screen 28

Global

Operators

Benefit

Individual

Partnership

MD Amended Form 511 Line 13d Input on Screen 70.271 Gets Included on Line 13b

S-Corporate

MD Schedule K-1 Section D, Line 1 Does Not Generate for Nonresidents When There is a Loss

Corporate

AR Net Los Carryover Not Included in General Information for Multi-state Returns

MA Form 355 Line 2 Incorrectly Includes Date of Incorporation

Fiduciary

Exempt

US Form 990-T E-File Rejection Error SA-F990T-025 When Amounts Required Are Present

US Diagnostic Ref. 56030 Generating On All Returns With A 990-PF

MN Form M1SA Line 16 Not Pulling Amount from Schedule A Line 12

Global

Operators

Benefit

Form 5500 E-File Signer ID and PIN Updated

Individual

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

Program Security Enhancement

Individual

Partnership

OK Input In Screen 19 code 154 Causes Engine Error

S-Corporate

CA Schedule K-1 Line 16c Incorrect for Adjustment with Form 3866

MD Form 510.1 Line 19 Not Totaling Correctly When There's an Overpayment

TX Form 05-15-a Line 15 is Putting a Zero Rather Than the NDI Figure

Corporate

MD Due Date for Estimates Incorrectly Shows 7/15 for 1st and 2nd in All Scenarios

Fiduciary

Exempt

Global

Operators

Estate

US Form Schedule A-1 Line 10 Does Not Display FMV For Schedule G Items If Ratio Is Below 50%

Individual

NH IND BT-Summary Page 2 Line 2d Tax Paid With Original Return Does not Print for SMLLCs
NJ Form 1040NR Line 62 Statement Math Does Not Total the Amount on Line 62

Corporate

IN Form IT-20 p2 Doubling Estimated Payments on Short Year Returns

Exempt

US Form 990-T E-file Reject /Return/ReturnData/IRS4466/RecordOfEstimatedTxDepositsGrp/DepositAmt

US 990-T Schedule A Part IX not Calculating Direct Advertising Costs

Gift

US Spouse's Form 709 Schedule A Attachment for Spouse (taxpayer) Does Not Show Gifts With 0 Value

Individual

US E-File Exception Error Validating Return Containing Both Forms 1040NR and 926

Partnership

CA Schedule EO (568) Statement Not Formatted Correctly When Displayed in Portrait

S-Corporate

Corporate

US Form 5471 Schedule I Line 1e, 1f, and 1g Not Flowing to Form 1120, Schedule C, Line 16c

Fiduciary

Detail Tab and Index Identifier in Screen 71.2 Incorrectly Indicates Form 8936

WI Schedule NR Overrides Not Allowing Negative Input Amounts

Exempt

Global

Proforma/Organizer

Operators

Estate

Gift

Exempt

US General E-File Schema Updates for 990-T Filings

Individual

AR Form AR3 Line 15 Duplicating Noncash Charitable Contributions

Global

Slip Sheets - Landscape Return Mailing Slip Sheets Misaligned After Update

Individual

US Schedule 1 Line 19 IRA Deduction Worksheet Not Including IRA Distributions (Screen 13)

Individual

US Passthrough K-1 Section 199a Rental/Royalty Income Does Not Split with MFJ Split

US Diagnostic Ref. 45035 Cannot Be Resolved For Amended Return

Partnership

NJ Form PTE-100 Line 2 Reduced When Schedule A Tiered Partnership Details Present

S-Corporate

NJ E-File Reject /ReturnState/ReturnDataState/SchA-S/CBTSchA-SPartIType/GrossRentInc From Passthrough Income

Corporate

NY CT 3.4 Line 7a Has Amount When Qualified Innovation Hot Spot Elected