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

Individual

IL - Reject ILCR-7730-1

IN - Indiana state tax summary does not match the IN Form IT-40RNR
IN - Diagnostic Updates

MA - Updates to Line 9a
MA - Extension Electronic Payment Date Incorrect

MI - 830, Signature Error. The return must contain the Michigan signature.

MN - Form M1 and Schedule M1NC updates

MT - Net Operating Loss Worksheet updates
MT - Form 461 Updates 

NY - Updates to Form IT-558 Diagnostic # 54902
NY - MCTD Estimates Unable to Generate 110% of Current Year Tax

OR - Updates to Extension

S-Corporation

KY - Electronic payments when federal and Louisville banking information differ and "electronic payment of balance due" checkboxes are checked.

NJ - CBT-200-T Line 1 does not match CBT-100 line 2 (Federal 1120S filer)

Partnership

IL - Updates to Diagnostic #56404

IN - Diagnostic updates

LA - Diagnostic and Composite checkbox removed for US Dependency

WI - Schedule 3-ET line 1 Column C pulls incorrect column from K-1 when partner type is fiduciary

Corporate

AL - PDF Attachment updates for E-File

IN - Diagnostic Updates
IN - Reject S20NOL-002

MA - Schedule DRE Updates

NJ - Estimates Table Not Shown on Letter When Estimates Overridden

US - Form 1118 Schedule H Updates

Global 

Fiduciary

IA - Net Operating Loss Worksheet updates

IN - Diagnostic Updates
IN - Reject FIT-41-015
IN - Reject FIT-41-012

LA - Watermark removal
LA - Form IT-541 Updates 

NC - E-File Blocking rule updates

NY - Updates to Diagnostic #39319

US - Form 4720 Updates
US - Form 8868 Updates 

VA - Watermark Removal

WI - Form 2 Address updates

Exempt

Individual

CA - Schedule S, not including gambling income
CA - Schedule D diagnostic
CA - Schedule CA Validation Updates

MO - Form MO-1040 updates

MT - NOL Form Updates

NC -
E-File rejection /ReturnState/ReturnDataState/FormNCD400/Partnership/andNCK1/PartNCK1
NC - Add Schedules K-1 and K-1 Supplemental to project

NY - Form NY-IT229 Updates
NY - Form NY-IT-237 Updates

OR - Form MC-40 Updates
OR - Form MET-40 Updates

US - Unable to Limit Passthrough NOL to 80%
US - Financial Transaction Summary not Reduced by Bonds

VA - Overridden itemized deductions to zero, validation updates

VT - Diagnostic "e-file: The mobile lot rent on Form HS-122 cannot be overridden for e-file returns. (ref. #4797)" Generates Erroneously

S-Corporation

AK - Reject for NOL Carryover

AL - Removed AL Form PTE-E

CA - K-1 Passthrough Summary References Incorrect Year

DE - Form 1100S: Refundable credits not included in total payments and credits

MT - Schedule K-1, Part 5 Line 3a is not being completed when Part 4 line 13 is present

Partnership

AL - Removed AL Form PTE-E

MD - Special Allocation information missing

Corporate

AK - Reject for NOL Carryover

GA - E-File Updates

Global 

OR - Form MC-40-NP Page 2 Line 15 Column F Not Pulling Federal Amount
OR - Portland Extension Form Line 2 Includes MET Tax

Fiduciary

AL - Not populating WksFCCreditDetail for 1 country

LA - Form IT-541 line 1 putting negative sign when instructions indicate not to

MT - NOL Form Updates

NC - Schedule K-1 Calculation updates

NJ - Update to E-file Blocking rules

VA - W2-G Updates

Exempt

Individual

S-Corporation

Partnership

Corporate

Global 

Fiduciary

General program updates and e-file schema

Exempt

Individual

IN - Electronic Payment information does not appear in Letter or E-File XML

MA - e-File Reject F1-1520 Line 30 Worksheet Results Differ From Schedule OJC

NC - FinTrans Summary Does Not Generate Schedule for Estimate

VA - Diagnostic Ref. 42900 Generates Due to Spouse Tax Adjustment Worksheet Line 5 Including Form 4797 1231 Loss Carryovers

MD - Form 510 Page 2 Lines 5 - 8 Completed for Investment Partnership

NC - Schedule NC K1 Supplemental Page Reflects Incorrect Partner Name When Partners In Screen 7 Are Not In Order

S-Corporation

Partnership

Corporate

NY - e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT3_4/CT3_4SCHCAPPBUSLSS/appBusLssInfo

Global 

Fiduciary

NC - e-File Reject /ReturnState/ReturnDataState/FormNCD407/Header/NameOfFiduciary/Business

Exempt

Individual

IA -  Diagnostic Ref. 55189 Should Not Exist

OK -  Exception Error When OK 576 Oklahoma Natural Disaster Tax Credit is Included

S-Corporation

WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Partnership

WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Corporate

IA - Diagnostic Ref. 34483 Generating in Error

IN - IT-20 NOL Does Not List Years and Deduction Used Correctly for Fiscal Year Filers

Global 

OR - Form MC-40-NP Page 2 Line 15 Column F Not Pulling Federal Amount
OR - Portland Extension Form Line 2 Includes MET Tax

Fiduciary

WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Exempt

Individual

NY - Statement on Form IT-2016 Line 16 Does Not Match Amount

US - 1040NR Reject (SNEC-F1040NR-006) Tax Rate Shows 0 When e-Filing Instructions Are Set to No

US - E-File Reject Error /Return/ReturnData Data in the Filing is Missing or Invalid

S-Corporation

Partnership

LA -  Form IT-565 Schedule A Attachments Capital Acct at Beg of Year Blank

US - Automatic Capital Account Percentages Calculate Over 100% Unexpectedly

Corporate

Global 

Fiduciary

US - NOL Diagnostics Ref. 33920 and Ref. 54063 Are Present When No Longer Applicable

Exempt

US - Form 990 PF Page 8 Part IX Line 6 is not Prorated When Short Year is 1 Month

US - Screen 5.1 (Code 91) F1 Help References Incorrect Form 8453-EO

US - Form 990PF Letter Reflects Electronic Filing When Not Indicated

Individual

• MD E-file Wizard Doesn't Show Amount Due When Result of Underpayment Penalty

S-Corporation

Partnership

Corporate

• NE NOL Worksheet is Populating the Year Ending Dates Incorrectly

Global 

Fiduciary

Exempt

• US Form 990-T, Schedule A, Part II Line 17 Statement Corresponding Years Incorrect

Individual

• IA E-File Reject /ReturnState/ReturnDataState/FormIA1040/Primary/GrossIncome/FormIA4562A/DisposedProperty

• OR Critical E-file Diagnostic Ref 57339 Generating with Version 42.0609 When Self-Prepared or Non-Paid Preparer Selected

S-Corporation

• CA Diagnostic Ref. 10609 for CA Corporation Number Limitation

Partnership

• NJ Name on Partner's Directory Doesn't Match Name on K-1 for Disregarded Entity

Corporate

Global 

Fiduciary

Exempt

Individual

KS - Auto Depreciation Taking Full Amount Instead of Expected Business Use

CO - Form 0204 Line 2b Not Picking up NR Real Estate Withholding

NY - New York City Form 1127 Shows a Refund While e-File Data Shows Same Figure as Amount Due
NY - IT 215 Line 6 Worksheet Line 1 for Clergy or Church Employee Calculation Challenge

S-Corporation

SC - Schedule D Diagnostics Ref. 53365, Ref. 53367, Ref. 53372, Ref. 53373, Ref. 53375, and Ref. 53377 Generate When No Stocks Entered

Partnership

Corporate

Global 

Fiduciary

Exempt

Individual

S-Corporation

Partnership

Corporate

Global 

Fiduciary

Exempt

US - Tax Summary Displays Total Assets at End of Year as Zero on Version 42.0622

US - Form 990-T E-file Reject Error SA-F990T-025 Requires Debt Financed Expense Schedule When Missing Other Debt Financed Deduction Amt is Present

Operators

• Client Group Selection, Other, Client Status by 'Current Status Date' Not Working
• NYC Resident Info Reverts to 'No' in Screen One on Client Exit Only After Importing eOrganizer