2022 Lacerte Tax Program Update is Live and Available for Download (Updated 2/8/2024)

Individual

AR - NOL and AR-OI carryover fixed
CA - Various changes
COMMON - Yes
IA - Updated the applicability expression
LA - Filing instructions for EXT, Fed dependency ICommon, Worksheet issues resolved
MN - M1NC NOL wkst, Added codes, updated calc and BAR
MT - Various changes
NC - Watermarks
NJ - Updated P633
NY - Added multi-llc efile capability to PTO
OH - Various changes
OR - MC-40/MET-40 changes
RI - Added JTI to 1099E
WA - Added Diagnostic for incomplete driver license or state ID
WI - Series 6123 Code 2, New line in WI Form, Tax summary

S-Corporation

AR - Various changes
CA - Form 3805Z updated
CO - Various changes
COMMON - Yes
CT - CT-1065/CT-1120SI wording fixed
DC - Graphic updated
IA - Graphic updated
ID - K-1 override error fixed
KS - Various changes
ME - Watermark
NC - Watermarks
NJ - PTE-160
OH - Various changes
OR - MD 1D barcode fix, OR-21 updated
SC - Schema version
US - Various changes

Partnership

AR - Various changes
AZ - Diagnostic Ref. 58332 updated, OtherAsset description updated
CA - Diag deleted, Form 3805Z updated
CO - Form DR 0106EP Critical EF Diagnostic Reference #58355 update
COMMON - Yes
CT - CT-1065/CT-1120SI wording fixed
IA - Updated e-File modifier to correctly format the date
ID - K-1 override error fixed
IL - input sheets, cleared regression and updated BAR
KS - Various changes
ME - Watermark
NC - Watermarks CD-425
NE - Updated calc and reviewed regressions
NJ - PTE-160; CBT-160
NY - eform DTF624 Watermark NYC-5UB Watermark
OH - Various changes
OR - Various changes
RI - Input Sheets
SC - Schema version
US - Various changes

Corporate

CA - Various changes
CT - Remove Watermark on CU forms
DC - Graphic updated
IA - Updated the applicability expression
NC - Watermarks CD-425
NE - Watermarks
OH - Various changes
SC - Schema version
US - Updated Line 11 XML tag
WV - Watermarks

Global

KS - Various changes
KY - Updated calc for 2023 class factors
NJ - PTE-160; CBT-160
NY - eform DTF624 and DTF-626 Watermark
OH - Graphic updated, various changes
OR - Form OR-21-MD-PT
US - Depr Changes for Diags

Fiduciary

CO - Form 8454 printing twice fixed
MA - Graphic updated

Exempt

COMMON - Yes
US - 3115 Watermark

Operators

Gift

Individual

AZ - Various Updates
CA - Various Updates
GA - Validation failure both military and retirement subtraction present
HI - Form N11 invalid formatting of GE tax id number
ID - Standard deduction
KS - Fixed K40 SVR Page 1 Prints Firm Info Above Claimant Signature line
LA - Various Updates
MD - 505X Watermark Updates
MO - Various Updates
NC - Updates to ES Worksheet
OK - Various Updates
OR - Multnomah exemption updates
SC - SC2210 Watermark Updates
US - Various Updates
VA - Reject 760-049

S-Corporation

CA - Form 7203 Line 47 is Greater than Line 29
IA - Reject X0000-006
KS - K-1 Updates
MD - Updates to FORM510-03410-010
ME - Watermark Updates
NE - Updates to Rejects S2SN-0003, S2SN-0004, S2SN-0005, S2SN-0006
NM - Updates to Entity level tax
OR - Form OR-21-MD-PT Updates
RI - Added RI-PTE in Client Letter
UT - F1 help updates

Partnership

AZ - Various Updates
IA - E-File modifiers on Schedule K
KS - K-1 Updates
MD - Filing Instruction Letter Does not Reflect the MD Main Form Filing Instructions
NM - Updates to Entity level tax
OR - Form OR-21-MD-PT Updates
RI - Added RI-PTE in Client Letter
UT - F1 help updates

Corporate

MD - Updates to Schedule A
ME - Updates to Schedule 1 and Schedule C and Watermark Updates
OH - Various Updates

Global

KS - K-1 Updates
MO - Form RD-108 Line 4 Blank When Amount is Expected

Fiduciary

GA - Form 4136 Watermark correction
IA - K-1 Updates
NE - Various Forms updated and Watermark Updates
NM - Updates to Entity level tax
RI - Added RI-PTE in Client Letter
SC - Watermarks Removed
WV - E-File Updates

Exempt

US - Watermark Updates

Operators

Gift

Individual

AL - NR Watermarks
AR - Various changes
AZ - Gov Instructions Links, Forms Modifier Change for EF Returns
CA - Form Approval, CA 3805Z laser map update
COMMON - Spanish Letter
DE - Various changes
IA - Verified federal changes, removed placeholder diags
LA - Updated graphics
MD - 502UP watermark removal
MI - Incarcerated wages reporting updates
MN - Form M1M, Line 29 calc verified
NE - Form 2210N and OPT Out, remove watermark
NH - NH BET reviewed
NY - Various changes, IT-603, IT-558, IT204-LL
OH - Various changes
OK - Updated calc file IOKPSET for 511-EIC
US - Updated Sch 1 trigger
WA - WA validation error fixed
WI - Various changes

S-Corporation

AR - Various changes
AZ - Gov Instructions Links
CA - Form Approval, CA 3805Z laser map update
CO - Updated graphics
COMMON - Yes
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A, Various changes
IL - Added Critical Diag #58466
KS - Various changes
LA - Watermarks, Various changes
MA - Yes
MS - New Schema; Updated SMS
NC - Watermarks
NH - Yes
NY - CT-603 DTF95 and DTF96, Removed the Form CT-5.4 Filing Instruction "Payment Due" subsection, CT-5.4 FI
OR - Added EF Support for Par OR Form OR-21-MD-PT
SC - SC1120S form reviewed
US - Form 8936 to none

Partnership

AR - Various changes
AZ - Form 165 reviewed
CA - Various changes
CO - Updated graphics
COMMON - Yes
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A
KS - Various changes
MA - Yes
MD - Various changes
MS - New Schema; Updated PMS
NY - IT-603 NYC-204 Watermarks
OR - Various changes
US - 8936 Watermarks to None

Corporate

AZ - Gov Instructions Links
CA - Form Approval, CA 3805Z laser map update
CO - Updated graphics, Watermarks removed
COMMON - Yes
HI - General release
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A
LA - Watermarks, Various changes
MA - Yes
MS - New Schema
NC - Watermarks
NY - CT-603, DTF95 and DTF96
OK - OK Form 512 Schedule L Line 17 verified
US - 8936 Watermarks to None
VT - General release

Global

LA - Various changes
NY - IT-603 and CT-603
US - Yes

Fiduciary

AZ - Gov Instructions Links
CA - Form Approval
HI - General release - probably input sheets
IA - Updated the e-File modifier for the AssetLife element in the Form 4562A, Updated variable
MA - Yes
NE - Watermarks removed Watermark removal
NM - General release - probably input sheets
NY - IT-205, IT-205-J IT-2105.9 Watermarks and IT-603 change
SC - K1 Update
US - General release - probably input sheets
VA - 4136 Watermarks dna updated

Exempt

CA - Gov Instructions Links Form Approval
COMMON - OSI
NY - DTF96
US - 990-T, 3800

Operators

Gift

Individual

WV - Fixed Schedule FTC-1 Uses Incorrect Percentage on line 6 for 2022

S-Corporation

Partnership

Corporate

Global

Fiduciary

Exempt

Operators

Gift

Individual

CA - Various changes, Tax Planner, 3805Z approved
COMMON - Verified changes to Form 5329
DC - Govt. Form Links
DE - Updated disclosure statements, Various DE forms updated
IA - Updated XML tagging
IL - Various changes
MN - Various updates
MO - Updated disclosure statements, Updated diagnostic
NC - Watermarks D-422, D-422A
OH - Updated graphics, Various verifications (Toledo), Program update
OK - Added max zero to calculation, OK Form 511 updated
PA - Reviewed and updated PA Schedule DC for Part Year Residents
US - Various changes
VA - Watermarks
WI - Various changes

S-Corporation

AZ - Program updated
CA - 3805Z approved
COMMON - Yes
DC - Govt. Form Links
IN - Various verifications
KS - Various changes
KY - Updated diagnostics
LA - Form CIFT-620 barcodes update
MA - Various changes
MO - MO PTE, Dependencies
MT - Various changes
NM - Entity level tax updates
OR - Govt. Form Links OR-21 Diag (HK002)
US - Program updated

Partnership

AZ - Various changes
CA - 3805Z approved
COMMON - Yes
DC - Govt. Form Links
IN - Various changes
KS - Various changes
KY - Updated diagnostic
LA - Watermarks, PLA pdf attachment updates
MA - Various changes
MO - MO PTE, Dependencies
NM - Entity level tax updates
US - Tag updates, Program update
UT - PAR UT PTE update

Corporate

AK - Added diag
CA - 3805Z approved
IL - Various changes
NY - Various changes
OR - Govt. Form Links
US - Yes

Global

KS - Various changes
LA - Reviewed and updated calc
MA - Yes
MO - MO PTE
MT - Various changes
US - Yes

Fiduciary

COMMON - Yes
DC - Govt. Form Links
IN - Various verifications
LA - Updated diag
MA - Various changes
MT - Updated the program to use the correct Foreign Country Table
NC - Watermarks
NJ - NJ-1041 Watermarks
NM - Entity level tax updates
OR - Govt. Form Links
US - Changed to use OD(28) for final year returns; Diagnostic added
VA - Watermarks

Exempt

US - INI

Operators

Gift

Individual

IL - IND IL - ILEIC-760-1 fix
MN - M1MT graphic updated and M1SA 100%, Sch M1MT line 12 flow fixed
OH - Fixed defect, Updated release record, cleared regressions
US - MN Conformity Changes
LA - Tax planner updated, IT-540B updated
MA - IND MA print issue resolved
OR - Various changes

S-Corporation

NJ - Yes
CA - Diag issue resolved
MT - Various changes
OR - Input Sheets
US - Added diag

Partnership

OR - Input Sheets
US - Diag issue resolved; F1 Help on the Force K-2 Part IX code 581 not included in 3/1 remake

Corporate

Global

COMMON - NJ Depr
NJ - Yes
MT - Various changes
US - Yes

Fiduciary

MT - Updated the program to use the correct Foreign Country Table
MA - MA Exception Error resolved

Exempt

Operators

Gift

Individual

AL - Updated incarcerated wages
AZ - Various changes
CA - Various changes
CO - Updates, Tax Planner Underpayment Tax Rates updates, Govt. Form Links
CT - Updates, removed diag (Planner)
DC - Updated graphics
GA - esff conditional modifier QeeTP2
HI - ESFF HI tax ID no. updated
IL - Removed beta diag, Tax Planner updated
IN - input sheets, Various changes Tax Planner, Tax Planner updated and diag removed, Disclosure
MA - Updates, removed diag (Planner)
MN - Updated BAR and dependencies (Planner)
MO - Various changes
NE - Filing instructions updated
NJ - Schema v0.2; NJ-1040 Stmt; Filing instructions updated Dup NJ-1040NR FI
OH - Updated calc, Worksheet updated (Generic and Toledo)
OR - Updates
SC - 1040-ES
US - Remove 1045 Watermarks; Various changes
WA - General release

S-Corporation

AR - Updated grid column
AZ - Sch K-1, Line 6 error fixed
IA - Fixed XML error, IA 2220
IL - Various changes
KS - Various changes (WrapUp)
LA - Updated Schema
MT - Updated calc, regressions, BAR
NH - Fixed DP160 Reject
OR - Print issues fixed, Added diag

Partnership

AZ - Various changes
HI - General release
IA - Updated modifiers
IL - Various changes
KS - Updated modifiers (ESFF bug); Various changes (WrapUp)
LA - Various changes, Watermarks
NC - ESFF Updated calc (rounding Form D-403TC)
OR - Print issues fixed, Added diag
US - Updated F1 help
VA - 502 PTET error fixed

Corporate

IL - Various updates, REV Name update
LA - Various changes
ME - Updated calc
MO - Updated modifiers
PA - Updated depreciation

Global

KS - Various changes (WrapUp)
LA - Updated Schema

Fiduciary

AZ - Input Sheets
CA - Input Sheets
CO - Input Sheets
DC - Input Sheets
HI - Updated modifiers
IA - Various changes
ID - Input Sheets
IL - TC-399953 K-1 Transfer
LA - Fix for blocker added
MO - Updated modifiers - (has dep)
NM - General release
NY - Added diag
OK - Updated modifiers
OR - Input Sheets
RI - Input Sheets
US - Remove NOL Diag Wks Watermarks
UT - Input Sheets
VT - General release

Exempt

US - 990-T line 1 negative

Operators

Gift

Individual

AL - Watermark, Updated calc
CO - Updated calc
DE - Various changes
HI - Input sheets
IA - Updated surtax rate
IN - Various changes
LA - Updated calc, Watermarks Watermarks
MI - ITC-1422
MN - Disclosures added, updated
MO - Various changes
NE - Added diag
NJ - Form NJ-1040 updated, Child TC bug
NM - Added diag
NY - ITA request
OH - Updated calc & Toledo Watermarks Tax Planner Update/Remove Planner Beta diagnostic
OK - Tax Planner update
PA - Added fed forms, Philly forms watermark
TN - Added code, updated code and calc (fed dependency, also need IUS), Added Screen topics (has OSI dependency), Various fixes
US - Various changes; State planner beta diags I-OH Beta Diag
WI - Disclosure, Tax Planner
WV - pdf attch diag

S-Corporation

AR - Updated calc, Fixed diag
CO - Removed dated attachment, Form DR 0106 update
IN - Updated input text and BAR
KS - Updated calc
KY - Various changes
LA - Watermarks
MA - Efile payment record fix
MS - Tax Credit flow fix
NE - Added diag
OH - Various changes (Tol Watermarks)
OR - Various changes
PA - Remove watermark for Philly forms, Fixed XML mods
US - Added diag
UT - Sch N box updated
WV - pdf attch diag, Attch fed rtn diag for par/sco

Partnership

AR - Updated calc
CO - Removed dated attachment
IL - Verified and updated graphics
IN - Updated input text and BAR
KS - K-120S update
KY - Various changes
LA - Watermarks
MN - input sheet; Fixed condition in ODT containers
NE - Added diag
NY - Updated graphic
OH - Various changes (Tol Watermarks)
OR - Various changes
PA - Remove watermark for Philly forms watermark
US - Added diag, K-3 update
WV - pdf attch diag, Attch fed rtn diag for par/sco

Corporate

CO - Removed dated attachment
LA - Watermarks
NE - Added diag, NOL NOL Worksheet Watermark issue for PTO
OH - Various changes (Tol Watermarks)
PA - Philly forms watermark
WV - pdf attch diag

Global

NE - Added diag
OR - Form OR-21 update
US - ITA request
WV - pdf attch diag, Attch fed rtn diag for par/sco

Fiduciary

AZ - Diag updated
IA - DNI
IN - input sheet, Updated input text and BAR
LA - EFDEF
MA - MA Form 2 updated
MN - input sheet; Various changes
MT - Fixed defect, Updated release record
NE - Added diag
SC - 1041ES 1041 ES watermark issue for PTO
US - Request from Team 4 (F-LA)
WI - input sheet; Updated BAR, Various changes
WV - pdf attch diag

Exempt

IL - Input sheets; Various changes

Operators

Benefit

US - 8955 completion; Remove fatal diags

Individual

AZ - AZ 2023 QCO(321) & QFCO(352) update
CA - Added new DB field
CO - Resolved calc issue
LA - LM
VA - Diag fix

S-Corporation

MD - Graphic update
RI - Letter changes
VA - Added diag

Partnership

IA - Updated PTE-C
MD - Various changes
VA - PTET Estimates, Added diag

Corporate

MD - Updated expression in ODT

Global

IA - Updated PTE-C, page 3
US - 5227 SWID

Fiduciary

IA - Updated calc & DNI (cap gains)
US - Updated Lacerte to avoid reject; Updated codes file
WI - Various updates

Exempt

Operators

Benefit

Individual

AR - Various changes
CA - Various changes
CT - Form CT-1040X Line 22 fix
DC - D40 Filing Instructions generation fixed
IA - Updated calc
LA - Lasermapped form 540B
MA - Sch FCI; Sch 1 updates
MD - Form 502R Line 11 fix
ME - Various changes
MT - Various changes
NC - NC NOL
NY - Eform Watermarks removals for PTO, Updated calc IT-203-A; Flow fix for IT-196
OH - Various changes, Watermarks
OR - Various changes
US - Various changes
VT - Added diag
WA - Various changes
WI - Updated e-file mods

S-Corporation

AL - Updated calc
AZ - Fixed rounding issue
CO - Par CO Sch K-1 updated
COMMON - Removed high limit in codes file
IA - Updated IA form 8453-PTEC, Updated calc, regressions, BAR
KY - Various changes
LA - Lasermapped form 540B
MA - Sch. FCI, Client letter updated
MO - Various changes
NC - NCBUS-1215(wrong O), NCCD401S-1420(QSSS), NCCD401S-2670(Apport)
NJ - Print update, Preparer name; CBT-100/100S
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
OR - Various changes
US - Added diag

Partnership

AR - Added AR-specific explanation field, Updated condition on both SSN and EIN fields
AZ - Updated diag
CO - Added overrides, Removed invalid diag
COMMON - Removed high limit in codes file
IA - Updated IA form 8453-PTEC; Updated override in program
KY - Various changes
MA - Sch. FCI, Client letter updated
NC - New schema version
NH - Business Rule Reject NHDP160-017 update, DP 160-017
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
NY - Eform Watermarks removals for PTO
OR - Various changes
US - Added diag

Corporate

COMMON - Removed high limit in codes file
LA - Lasermapped form 540B
MA - FCI
NC - New schema version
NJ - Print update, Preparer name; CBT-100U/100/100S Remove Watermarks
NM - Schema version update - no changes for corp
NY - Updated calc, Diag NYC-2 page 7
OR - Various changes
TN - Updated diag triggers
US - Watermarks: 1120-F & 1120-F Sch P; 1120-F Sch M-3

Global

FL - Updated address
MA - Sch FCI
MO - MO-PTE
NY - Eform Watermarks removals for PTO
OR - OR-CAT updated, Updated estimates
US - Updated diag

Fiduciary

IA - Updated diag, Updated IA form 8453-PTEC
LA - Various changes
MA - Sch FCI; Client letter updated
NM - Form RPD-41367, Page 2, Line 9 field length updated; Updated for new schema
NY - Eform Watermarks removals for PTO
OH - Updated program to validate OH returns with W2G
OR - Updated estimates
SC - SC Grantor Trust output updated
US - Various changes

Exempt

COMMON - Removed diag
US - 5471 Defect

Operators

Benefit