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

Individual

OK - Form 511 Line 18 Pulling Wrong Line Number From the 511CR

AZ - Schema Updates Implemented, Program Update Required to E-file

S-Corporation

NJ - CBT 100S Page 4 Schedule A Line 37b Includes Deduction for Wage Reduction

Partnership

NJ - Schedule NJK-1 Swapping EIN's Entered in Screen 7 and Screen 32.1 For the Disregarded Entity Partner

Corporate

NJ - CBT 100S Page 4 Schedule A Line 37b Includes Deduction for Wage Reduction

Global 

Fiduciary

OK - Form 511 Line 18 Pulling Wrong Line Number From the 511CR

Exempt

Operators

Individual

• CO - Military Spouse Not Calculating Subtraction for Military Pension
• NY - Form IT-196 Line 16 is Being Reduced Unexpectedly
• US - Taxpayer Social Security Benefits Doesn't Export to Tax Planner - Spouse Exports Correctly
• US - Schedule 1 Line 8 is Not Matching the Amounts Showing on the Worksheet

S-Corporation

• US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number

Partnership

• CA  - Form 3534 APT Appearing at the End of Street Address When Preparer Selected
• US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number
• CT - Form CT-1065 Part 1, Schedule A, Line 3a Not Generating Additional Payment

Corporate

• CA - Form 3534 APT Appearing at the End of Street Address When Preparer Selected
• US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number

Global 

Fiduciary

• CA - Form 3534 APT Appearing at the End of Street Address When Preparer Selected

Exempt

Operators

• Individual and Partnership Client List - Unable To Use the Ctrl+I Search
• ALL MODULES Filter Conditions for Status Date In the Partnership and Individual Modules Generate Zero Results

Individual

S-Corporation

Partnership

Corporate

Global 

Fiduciary

Exempt

Operators

• 2020 Organizer "Client Failed during processing - error message" When Printing Organizers or Sending eOrganizers

Individual

• Filtering Error 43988F6AEF37627E2ADB Not a Valid Floating Point When Filtering by Client Password
• US Database Reports - Tax Practice Summary Takes Hours to Calculate
• US E-file History Vanishes When Copying or Renumbering a Partnership or Individual Client

S-Corporation

Partnership

• Filtering Error 43988F6AEF37627E2ADB Not a Valid Floating Point When Filtering by Client Password
• US E-file History Vanishes When Copying or Renumbering a Partnership or Individual Client

Corporate

Global 

Fiduciary

Exempt

Operators

Individual

NY - Amended Form IT-201-X Does not Include Interest Penalties on Line 81

VA - Diagnostic Ref. 42900 Generated When Spouse Tax Adj. Worksheet Line 5 is Incorrect

S-Corporation

GA - Form 600S Page 5 Schedule 11 is Blank

IL - Diagnostic Ref. 0 E-File Payment Not Included

Partnership

Corporate

KY - Client Letter Not Reflecting Electronic Payment

Global 

Fiduciary

NY - Client Letter on Grantor Trust Includes Incorrect Signing Location on Form IT-205

Exempt

US - Form 990-T Reject SA-F990T-029 Includes Bad Message and Missing Statement

Operators

Individual

AR - E-file Reject /ReturnState/ReturnDataState/SchAR3/TotalMiscDedNoLimit/MiscDedNoLimitDetail/OtherMiscellaneousDeduction

AZ - EF Acceptance Letter Prints No Taxable Payable Twice

MI - Group 2 NOLs Do Not Show As Carryforward On General Info

NY - Form IT 225 Page 2 Line 10 for Subtraction Code 217 Does not Appear in Column B

US - E-file Rejection F1040NR-034-02 When Numbers are Matching

US - Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp

S-Corporation

Partnership

US -  Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp

CT - Diagnostic 40601 Generates With No Way to Enter Explanation

Corporate

Global 

Fiduciary

Exempt

US - 990-T E-file Rejection SA-F990T-012

US - Client Letter FDD Keyword Pulls Wrong Date When E-filing

US - Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp

Operators

Individual

VA - Unable to Clear Critical Diagnostic Ref. 54723

S-Corporation

US - Diagnostics Ref. 10742 and Ref. 56056 Generating Erroneously

Partnership

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

IL - Schedule K-1-P Step 4, Line 27 is Mirroring Step 3, Line 18 When it Should Not

Corporate

NJ - Unable to Clear E-file Critical Diagnostics Ref. 40721 When Auto Attach Set to 'No'

Global 

Fiduciary

NE - Form ESBT Line 11 Income Tax Much Higher Than Expected

Exempt

Operators

Gift

US - Form 709 Spouse Form Unable to Change Allow Preparer/IRS Discussion

Individual

US - Diagnostic Ref. 2057515 When Short-Term and Long-Term Overrides are Used

HI - Conformity to 2020 Qualified Disaster for Both 2020 and 2021

S-Corporation

Partnership

Corporate

Global 

Fiduciary

US - Diagnostic Ref. 2057515 When Short-Term and Long-Term Overrides are Used

Exempt

Operators

Gift

US - Form 709 Spouse Form Unable to Change Allow Preparer/IRS Discussion

Individual

CA - Excess Business Loss Not Adjusting as Expected on Schedule CA, Section B

IA - E-file Reject /ReturnState/ReturnDataState/IA4562/FormIA4562A/TotalState179Expense

US - Form 8915F (2020) Doubles Amount on Page 3 Line 14

S-Corporation

IA - E-file Reject /ReturnState/ReturnDataState/IA4562/FormIA4562A/TotalState179Expense

MA - E-File Critical Diagnostic Ref. 2056935 Generates Erroneously

US - Form 5471 Page 6 Schedule I Not Completed for Category 5b Filer

Partnership

IA - E-file Reject /ReturnState/ReturnDataState/IA4562/FormIA4562A/TotalState179Expense

MN - Form Schedule PTE Does Not Mask SSN When Printing

ND - Schedule KP Does Not Print Partners Percentage When Partners Are Out of Order

US - Form 5471 Page 6 Schedule I Not Completed for Category 5b Filer

Corporate

IA - E-file Reject /ReturnState/ReturnDataState/IA4562/FormIA4562A/TotalState179Expense

US - Form 5471 Schedule E Numbering Gap Causing Incorrect Information on Returns

US - Form 1118 Section 951A Page 4 Schedule D Part II

US - Form 5471 Page 6 Schedule I Not Completed for Category 5b Filer

Global 

Fiduciary

US - Form 5471 Page 6 Schedule I Not Completed for Category 5b Filer

Exempt

US - Form 5471 Page 6 Schedule I Not Completed for Category 5b Filer

IA - E-file Reject /ReturnState/ReturnDataState/IA4562/FormIA4562A/TotalState179Expense

Operators

Gift

Individual

KS - Form 200 Line 2 Will Not Print Riley County - Missing Dropdown

KS - ES Worksheet Does Not Properly Reflect the OSTC in Calculations

US - Schedule 1 Line 8o Section 461(I) EBL Adjustment Differs from QBI Worksheet Amount

US - When Schedule F is Linked to Form 1116 Income Amount Doubles

NY - Unable to Clear E-file Diagnostic Ref. 44604 PDF Attachment for Form IT-612 Sale or Transfer Documents

S-Corporation

CT - Diagnostic Ref. 56580 Generates for Non-Amended Returns

Partnership

US - Form 4797 Line 2 Statement Not Produced When 5 or More QOF Present

NY - Form IT-398 Part 1, Line 1, Column F Amount Incorrect

Corporate

AK - NOL 80% Limitation Not Applied to Form 6000 Line 2 Calculation

NY - Exception Error Referencing Container 8832 When E-filing NY Consolidated Return

Global 

Fiduciary

HI - Form N-40 Schedule G Passthrough Withholding Applied Twice

ID - Form 66, Schedule A, Line 15 Column A Not Reduced by NOL Carryover Amount

ID - Form 66, Line 8 Worksheet Refers to Lines Referencing Prior Years

MN - Beneficiary Override for Backup Withholding Doesn't Allow -1 (Series 2622, Code 84)

Exempt

US - Form 4720 US E-file Exception Occurred ReturnHeader\BusinessOfficerGrp\OfficerTrusteePersonGrp\PersonNm Not Found

US - Form 990 Out of Balance After Recent Update

Operators

Tax Planner

CA - Tax Planner PTE Tax Credit Remains Subject to Phaseout Resulting in Tax Accuracy Issue