2021 Lacerte Tax Program Update is Live and Available for Download (Updated 2/2/2024)

General Performance Updates

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

EFIN Auto Populate Not Completing as Expected for Multi-Prep Firms

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual

NY Form IT-204-LL Preparer Signature Prints Misaligned

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Partnership

CA Form 565 Page 4 Line 21(B)(1)(e) Totals Incorrectly

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual

US Diagnostic Ref. 4009 and Ref. 42190 Triggering With No Input

AR Wages Proforma to 2021 as NOL on screen 15.351 Arkansas Net Operating Loss as a Negative

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual

CA Diagnostic 5218 Generates When You Use Delete Next Year In Screen 10

S-Corporation

GA Form 600 Schedule 9 Line 4 Not Limiting NOL to 80% of Current year GA Income on Line

MN Schedule PTE Line 8 is Adding 179 Instead of Deducting

ME Form 1120ME Line 12a Adds Back Underpayment Penalty Amount to Refund Applied to Next Year

Corporation

GA Form 600 Schedule 9 Line 4 Not Limiting NOL to 80% of Current year GA Income on Line 2
 

Partnership

CA 565 Sch M-2 Line 4 Statement Does Not Agree With Line 4 Amount When Screen 25 Code 101 is Checked

MN Schedule PTE Line 8 is Adding 179 Instead of Deducting

US Sch B-2 and K-1 Not Showing Entity Type if Type of Entity in Screen 7 Has Never Been Changed

Operators

Lacerte Freezes When Going to Certain Detail Screens When Opening Return by Viewing Forms First 

Individual

• LA Form IT-540-2D Schedule E Line 4 Includes 2020 Disaster Carryovers 2-3 Times
• US NOL Absorbed In 2021 Override isn't Reflected on Schedule 1 Line 8

S-Corporation

• HI No Input for Deductions Allowable for Federal Purposes but not Hawaii

Partnership

• CA Schedule D 1 Line 2 Gross Sales Price Truncated

Individual

• NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021
• AR Form AR2106 Line 9 Multiplying by 90% Instead of 80%
• AZ Transmission Failure Indicating Federal Return Must be Accepted, Despite US 1040-NR Being Accepted
• US Form 8903 DPAD From Cooperative Not flowing to Line 23
• US List Index Out of Bounds Error When Form 8821 is Generated With Return
• Database Report Error "Not a valid date and time" When DOD with 2021 is Present for TP or SP
• eOrganizer - Lacerte Crashes When Importing E-org Data a Second Time

S-Corporation

• CA Schedule K / K1 Reconciliation Shows Difference When None Exist
• CA LLC Form 3893 PMT and EST Missing From Client Letter
• NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Partnership

• CA LLC Form 3893 PMT and EST Missing From Client Letter
• NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Corporate

• NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Fiduciary

• US Form 8903 DPAD From Cooperative Not flowing to Line 23

Individual

• Nebraska - Add diagnostic for Property Tax Year
• California - TY21 Ind CA Reject SCHCA/NR-043

S-Corporation

• Nebraska - Add diagnostic for Property Tax Year
• New Jersey - PTE-200 Watermark

Partnership

• Nebraska - Add diagnostic for Property Tax Year

Corporate

• Nebraska - Add diagnostic for Property Tax Year