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

Individual

• TY21 Planner: Update CA (2021 changes)
• Hawaii - N-15 line 16 is not printing the Schedule J line 22 amount
• TY21 Update: OR Form 10 (Instructions) (IND) - Final 3
• Oregon - Preparer name only printing when Option name option selected
• Federal - Update acceptance letter address/salutation when a spouse has died
• Federal - Biz rule reject IND-250: MSA literal is not being included in the efile.

S-Corporation

• Fixed Alaska -Reject for NOL Carryover
• TY21 Update: CA PTE Elective Tax Calculation on Sch K-1 Columns C, D & E
• CA Worksheet for Schedule K, line 16b Not Footing
• CA Distributions Entered in Screen 27, code 120 No Longer Flow to CA Return
• Portland Metro/Multnomah County Form BIT-V Estimated Payments Added
• West Virginia Form approvals (all) and e-file go live

Partnership

• 2021 CA Check mapping on K-1 Export
• TY21 Update: CA PTE Elective Tax Calculation on Sch K-1 (565) Columns C, D & E
• Nebraska PTC Diag added
• New Jersey Letter issue and PTE Update
• Portland Metro/Multnomah County Form BIT-V Estimated Payments Added
• Fixed - If "Amended Return" or (Superseded for 1120/1120S/1120-F/1041/1065) checkbox is not checked, then taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return
• West Virginia Form approvals (all) and e-file go

Corporate

• Fixed Alaska -Reject for NOL Carryover
• Portland Metro/Multnomah County Form BIT-V Estimated Payments Added

Fiduciary

• CA Form 3461 approved
• 2021 FID CA E-file Exception Occurred AgriculturalActivityCd When Attempting to E-File
• 2021 FID US Diagnostic Ref. 53674 Informs User of NOL 80% Adjustment Without Input Options

Exempt Organization

• CA Form 3461 approved

Individual

• OH Cities Gibsonburg Generates Generic Form When Expecting RITA
• CO Client Letter Lists Estimate Voucher When Filing Instructions are Selected and No Estimates Are Present
• LA Form IT-540-2D Schedule E Line 4 Includes 2020 Disaster Carryovers 2-3 Times
• LA Form IT-540-2D Schedule E Line 4 Includes Other Retirement Benefits 2-3 Times
• MA E-file Exception Occurred AgriculturalActivityCd When Attempting to E-File
• NJ Worksheet D, Line 28a Not Completing
• NY Form IT-215 Not Pulling IT-201 Line 19a When Over Age 65 With Qualifying Child, Unable to Generate
• OH Cities Gibsonburg Generates Generic Form When Expecting RITA
• US Form 8938 Line 35c Shows PAR and Entity Selected in Screen 82.2
• US Basis Carryover Charitable Contributions Not Flowing to Return or Carryover
• VT Diagnostic Ref. 56478 An Email Address is Required on the IN 151 for E-file Purposes

S-Corporation

• CA General Info Shows a Carryover of $1 for Targeted Tax Area Credit When No Input Exists

•  

  HI K-1 Shows "Line 24" Next To K-1 Line 10 When Override Is Used
• MD Form 510D Calculates Estimates for Resident Shareholders With No Election Selected
• OH Cities Gibsonburg Generates Generic Form When Expecting RITA
• OH IT 4708ES Calculating Greater than Current Year Tax

Partnership

• KY Diagnostic Ref. 2056738 Generates for a General Partnership
• OH Cities Gibsonburg Generates Generic Form When Expecting RITA
• OH IT 4708ES Calculating Greater than Current Year Tax

Corporate

• OH Cities Gibsonburg Generates Generic Form When Expecting RITA

Individual

• AL - Added Diagnostic for pending changes to Federal Income Tax Deduction

S-Corporation

• ID - Form 41S Line 50 Minimum Tax Calculation
• LA - Watermark 
• MS - Form 84401 Income Tax Credit Summary in schema shows zero if amounts don't exist in required fields

Partnership

• MS - Form 84401 Income Tax Credit Summary in schema shows zero if amounts don't exist in required fields

Corporate

• LA - Watermark 

Individual

• AZ watermarks and e-file schema

S-Corporation

Partnership

Corporate

Individual

CA - State Impact from 100% Deductible Meals on Form 2106
CA - If someone enters a date in 3849, Part V
CA -Alternative Calculation For Year of Marriage, but does not enter Taxpayer alternative family size, was causing an error. Print still prints out the date, which was getting pulled into e-file fixed
CA - Individual CA Credit from PTE Elective Tax for Estates or Trusts"

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

LA - Louisiana updates for state impact of Form 8915

MD - Extension of 1st and 2nd quarter estimated tax due dates and the extension due dates

MO - Informational Diagnostic 8915 added

NY - E-file update for DPAD(form 8903) on New York forms

OK - Informational Diagnostic 8915 added

OR - Oregon Tax Planner updates, Fixes for Form BZT Voucher Amount

SC - Diagnostic #3509 updated us "7203 Watermark ATC-359820"

VA - ESFF child care diagnostic update
VA - Fix for Reject 760-059

VT - New Schema; Input sheet update

US - Remove watermark for Form 7203
US - E-file update for Form 8839

S-Corporation

CA - 3893 (PMT) and (ES) will only print out once for the Client Copy

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

LA - Schedule L, Line 3 - field length increased

MA - 63D-Entity Level Tax

NJ - PTE clean up; state grants code in Adjustments screen Calc update; PTE updates

NY - Watermark IT-2658

OR - Added "Oregon Corporate Activities Estimates" to General Information in Forms view 
OR - Added "Metro Business Estimates" to General Information in Forms view

TX - Updated verbiage of info diags 16753 (return) and 16754 (extension)

Partnership

CA - 3893 (PMT) and (ES) will only print out once for the Client Copy
CA - Update: CA Entity Type of Partner Nominee-Multiple for Federal

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

MA -  63D-Entity Level Tax 

NY - Form IT-2658 Watermark removed
NY - New York Capital Account reporting updates (IT204, Page 5, Lines 79 and 83 Statement)

OR - Added estimated payments information on General Information for OR-CAT & BIT-V

TX - Updated verbiage of info diags 16753 (return) and 16754 (extension)

Corporate

AL  - Watermarks

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

OR - Added "Oregon Corporate Activities Estimates" to General Information in Forms view
OR - Added "Metro Business Estimates" to General Information in Forms view

TX - Updated verbiage of info diags 16753 and 16754

VA - Amended return PDF attachment added for efile

Global

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

MA - 63D-ELT - needed with Par, Sco

OR - Add estimated payments information on General Information for OR-CAT & BIT-V

TX - Updated verbiage of info diagnostics 16753 (return) and 16754 (extension)

AL - Turned back on redaction of Drivers License Info

Fiduciary

CT - XML Validation error occurs when CT1041ESBT is present because line 10 checkbox must be set to true or false for e-file fixed.

FL - Added Miami-Dade-South to Global Florida Table 356
FL - Added address for Miami-Dade-South to GFLTangible class.

MD - Form 504 Final instructions added.

NE - Estimates K-1 main form us 1116, Sch B - Unavailable Watermark 1116 OSI

WV - E-file and forms approval

Exempt

US - XML format 990PF Line 11 ESTAXCREDIT

Individual

AZ - SBI
AZ - Additions to Form 321

CA - Diagnostic 3804 removed
CA - Conformity changes for Child Tax Credit and Deduction for Child and Dependant Care Expenses

ID - Form 43 Line 40 QBI Change

NC - Various Updates

S-Corporation

NJ - PTE updates

NC - Various Updates

OR - Request for Extension is not printing company name

Partnership

NJ - PTE updates
NJ - Client letter error message after recent program update resolved

NC - Various Updates

OR - Request for Extension is not printing company name

Corporate

OR - Request for Extension is not printing company name

Global

NC - Various Updates
NJ - PTE updates

Fiduciary

OR - Request for Extension is not printing company name

Exempt

Individual

US - K-1 with linked disposition gain and K-1 disposition loss fixed

S-Corporation

SC - Update schema version

Partnership

SC - Update schema version

Corporate

SC - Update schema version 

Global

Fiduciary

Exempt

Individual

AZ - Schedule C Line 5a updates
AZ - Schedule C Line 65a updates
AZ - SBI Allow Negative Amounts for Specific Loss Items
AZ - SBI Other State Tax Credit text edits 

CT - Diagnostic #56901 added
CT - 1040x Line 26 does not allow negative amount for e-file 

DE - Various updates to Form (PIT-RES)
DE - Form PIT-NON Spouse Displays Taxpayer SSN in the 'Your Taxpayer ID' Field Causing Mis-match With 'Your First Name'

HI - Diagnostic added 8915-F Conformity

MO - Form MO-PTS Updates

MS - Diagnostics for 8915 Changes added

NC - Blocking rule updates

OK - Diagnostics for 8915 Changes added

SC - Business meal updates

US - Form 7203 Page 2 Part 2 Column 2 of line 27 not calculating
US - Premium Tax Credit updates (publication 974)

S-Corporation

IL - Schedule B updates
IL - Estimates will automatically create the filing instructions with out check the box just like the main return
IL - Fixed Reject IL477-5400-4

MA - E-File reject F63ELT-050 Fixed
MA - E-File reject F63ELT-030 Fixed
MA - Form 355-ES Final 

NC - Watermark Removal and blocking rule updates

NJ - PTE Updates

SC - Modifier updates

Partnership

AR - Schedule AR 1050A Updates

ID - Schedule K-1, page 2, line 41 statement grid fixed

LA - Form R-6467V Final , Watermark Removed
LA - Form IT-565 E-file hold 

MA - E-File reject F63ELT-050 Fixed
MA - E-File reject F63ELT-030 Fixed

NC - Blocking rule updates

NJ - Includes Dashes in Partner SSN/EIN in XML Causing E-file Schema Rejection

WI - Foreign Diagnostics checked

Corporate

MA - Form 355-ES Final
NC - Watermark Removal

Global

MA - 63D-ELT Calculation updates

NJ - PTE Updates

Fiduciary

AR - Schedule C Update to meal deduction

MA - E-File reject F63ELT-050 Fixed

Exempt

Individual

AZ -140 Reject 791, Line 49 allowing credit which should be phased out by income fixed

CA - Form 3514 Updates

CO - E-File donated to charity e-file error fixed

KS - Schedule A, Line 3 updates to schema
KS - Schedule A, Line 8b diagnostic for Multiple Mortgage Interest

MO - Form MO-1040 Signature Area Does Not Display the Preparer's PTIN
MO - Form 1040V Generates When Electronic Payment Selected

MS - Form 2106 adjustment updates

MT - Updates to form images

NY - IT-231 Page 2, Line 7 Worksheet updates

OR - City of Portland & Multnomah County Oregon (Form SP) tax updates

PA - Philly vouchers Rd 3, NPT, School Tax now unapproved

US - 1040ES-NR Form Updates

S-Corporation

KS - E-File Schema updates

KY - Reject Code ML_005: Final Return Date is Missing updated
KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank.

NC - Blocking rule updates

NJ - PTE-150 Watermark removed

US - Form 8830 Draft

Partnership

CA - Form 568 Updates

KS - E-File Schema updates

KY - Reject Code ML_005: Final Return Date is Missing updated
KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank.

MD - Blocking rule updates

NC - Blocking rule updates

NJ - PTE-150 Watermark removed

PA - Philly vouchers Rd 3, NPT forms now unapproved

US - Form 8830 Draft

Corporate

KS - E-file schema updates

KY - Reject Code ML_005: Final Return Date is Missing updated
KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank.

NC - Blocking rule updates

NJ - CBT-100U Watermark print issues

US - Form 8830 Draft

Global

KY - Reject Code ML_005: Final Return Date is Missing updated

NC - Diagnostic #56980 When Screen 23 Has Missing Partnerships

US - QBI Loss Info Does Not Show on General Info When Carryover Present

Fiduciary

HI - Schedule CR, Line 28 missing from e-file
HI - Schedule CR, Line 7A is not calculated into line 8 total 

IA - Form IA-148 Updates

ND - Updated W2G E-File validation error

NY - Updates to Form IT-205A and form images

US - Form 7203 Updates

Exempt