2023 Lacerte Tax Program Update is Live and Available for Download (Updated 1/16/2025)

Latest Update: Release Version 44.0209 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• Michigan - Form Updated - changes to Watermark
• Federal PPP Loan Forgiveness Statement Not Available

Exempt

• Federal Form 990 Line 22 Jump to Input Goes to Wrong Input Field

Fiduciary

• Federal Form 8995-A Line 2 - Calculation Challenge
• Indiana eSignature Request for IT-8879 Only Includes One Page

Individual

• Ohio - Form Updated - changes to Watermark
• Federal Form 2210 Worksheet Fourth Quarter Date
• Federal Form 8995-A Line 2 - Calculation Challenge
• Indiana eSignature Request for IT-8879 Only Includes One Page

Partnership

• Federal Form 1065 Schedule B Line 10c Statement is Blank
• Federal PPP Loan Forgiveness Statement Not Available

S Corporate

• Federal PPP Loan Forgiveness Statement Not Available
• Federal - Form Updated - changes to Watermark
• Nebraska - Form Updated - changes to Watermark
• New Jersey Form CBT-100S, Schedule SJC Part I Signing Officer Name Only Displays Title

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

Latest Update: Release Version 44.0213 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• WA - Form Updated - changes to Watermark
• LA - Form Updated - changes to Watermark
• MO - Form Updated - changes to Watermark
• NE - Form Updated - changes to Watermark
• NY Form NYC-400 Estimates Not Calculating Evenly Across Quarters
• US - Form Updated - changes to Watermark 2220

Fiduciary

• DC - Form Updated - changes to Watermark

Individual

• PA Form PA-1000 Line 6 Not Pulling IRA Distributions
• DC - Form Updated - changes to Watermark
• IA E-file Reject Form 4562A XML Not Showing 'asset life' Tag From K-1 Sec 179 Entry
• ID NOL From 2021 is Triples Entry Amount
• MT - Form Updated - changes to Watermark
• OR Missing Input for Mandatory Paid Family Leave Contributions
• US - Form Updated - changes to Watermark

Partnership

• CO Filing Instructions For Estimates Not Printing With Client Copy
• GA Unable to Generate Form 700, Schedule 11 Credit Details
• DC - Form Updated - changes to Watermark

Quick Employer Forms

• QEF Customers Not Receiving Confirmation Emails When Accepted or Rejected

S Corporate

• CO Diagnostic Ref. 2059354 Generates Erroneously
• DC - Form Updated - changes to Watermark
• NE Schedule PTET and K-1N Not Matching PTET Credits for Shareholders
• US - Form Updated - changes to Watermark 2220

Latest Update: Release Version 44.0216 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• AK - Form Updated - changes to Watermark
• IA - Form Updated - changes to Watermark
• IN - Form Updated - changes to Watermark
• OH - Form Updated - changes to Watermark
• PA - Form Updated - changes to Watermark Philly Coupons

Exempt

• US - Form Updated - changes to Watermark 2220 / 8858

Fiduciary

• IA - Form Updated - changes to Watermark
• NJ - Form Updated - changes to Watermark

Individual

• AL Schedule W 2 Line 17 Includes Withholding From States Other Than Alabama
• AL Diagnostic Ref. 40647 Triggering Erroneously
• DC Form DC 8379 Instructions
• IN Unable to Populate Form IT-40PNR Page 3 Line 19b
• MI Form MI-1040 Page 3 Firm Details Truncated
• MO Printing a Missouri Government Filing Copy Gives Exception Error
• PA Form PA-1000 Line 6 Not Pulling IRA Distributions

Partnership

• ID Form PTE-12 Column E Incorrect When Exempt Member for ABE Purposes is Checked
• NE - Form Updated - changes to Watermark
• NJ Diagnostic Ref. 36850 Generates Erroneously
• NY Form NYC-204EZ E-file Error Exception Occurred Attempting to Process
• NY Form IT-204-IP Line P Omits Resident and Nonresident Indicators When Partner Numbering Gap Exists - Still Broken Past v44.0202
• US Form 3468 Solar Energy Credit Won't Special Allocate Correctly While Gaps Exist in Screen 7 Partner List

S Corporate

• AK - Form Updated - changes to Watermark Form 6000
• IA - Form Updated - changes to Watermark Form 2220
• ID Form PTE-12 Column E Incorrect When Exempt Member for ABE Purposes is Checked
• LA - Form Updated - changes to Watermark
• NE Schedule K-1N Line 19l Affordable Housing Credit Reports PTE Credit Amount
• PA - Form Updated - changes to Watermark Philly Coupons
• US Form 3468 Solar Energy Credit Won't Special Allocate Correctly While Gaps Exist in Screen 7 Partner List
• US - Form Updated - changes to Watermark Form 7207

Latest Update: Release Version 44.0220 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• IA - Form Updated - changes to Watermark

Fiduciary

• IA - Form Updated - changes to Watermark

Partnership

• NJ Form NJ-NR-A Line 7 Doubling Rental Income Resulting in Incorrect Allocation Percentages

S Corporate

• NC Form CD-401S, Schedule B, Line 17 When NC-NA Filing Date Entered

Latest Update: Release Version 44.0222

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• MA Final Form 355U Formset

Fiduciary

• LA Form R-541ES Pages 2 & 3 Display 2023
• OR Form OR-K-1 PTE Fiduciary Name Flowing to Entity Name Field

Individual

• AR Diagnostic Ref. 45535 Generating Erroneously
• CA Form 8454 Displays 2022
• IA 1040 Step 6 line 24 unable to mark Early Childhood Development Credit
• IA Form IA 124 NOL Not Carrying Correct Amount Over
• IN Diagnostic Ref. 456825 is Generating Erroneously
• MD Form 502 Taxpayer Date of Death Missing After Last Name
• VA Form 760C Line 1 Reduced by PTE Credit

Partnership

• NC E-file Reject /ReturnState/ReturnDataState/FormNCD403/Part4/Partners/PartA/DeductionsFromInc
• US Lacerte is Not Following IRS Notice 88-81 for Installment Sales - Calculation Challenge
• US Schedule K-3 Page 6 Line 49 Statement Missing Detail

S Corporate

• IA Diagnostic Ref. 59944 Message is Incomplete
• NC Form NC-NA Does Not Generate Unless Forced
• US Lacerte is Not Following IRS Notice 88-81 for Installment Sales - Calculation Challenge
• US Form 7203 Line 28 - Calculation Challenge

Latest Update: Release Version 44.0227

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• FL E-file Reject /ReturnState/ReturnDataState/FormF1120/AccountingRecordsLocAddress/USAddress/ZIPCd

S Corporate

• AR Schedule AR K-1 Prints Nonresident State Name Missing Leading Characters
  TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

Individual

• AL 40 page 2 line 16 Statement
• CO Critical EF Diagnostic Ref. 59909 Unable to Clear
• TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

Partnership

• AR Schedule AR K-1 Prints Nonresident State Name Missing Leading Characters
• NJ Diagnostic Ref 41323 for Seat of Partnership Management
• NJ Statement for Schedule SJC Generates When Not Required
• TN Form FAE-170 Line 14 and 15 Unexpected Penalties and Interest Calculated
• TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

Latest Update: Release Version 44.0229

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Fiduciary

• IA Form IA 1041 Page 8 Schedule C Line 8 Generates Blank Statement
• Massachusetts - Form Updated - Changes to Watermarks

 Individual

• WI Schedule OS Informational Diagnostic Ref. 17412
• MN Schedule M1DQC Box 8 Unable to Check Box When Dependent is 18
• NH Filing Instructions Show No Payment Required When Payment is Due
• NY Form IT-225 Part 1, PTE Allocation
• US Form 3800 Watermark Removed - Diagnostic Added
• UT Form TC 40 Page 2 Line 33 Withholding Doubled

 Partnership

• NJ Schedule A, Column C Unable to Indicate Passthrough K-1 Entity as Unitary
• NC Form CD-401S Schedule B Line 19 Doubles Tax When Both Taxed S-Election and Composite Indicated

 S Corporate

• NJ Schedule NJ K-1 Page 1 Part 2 Line 1 Appears to Pull Incorrect Figure

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

Latest Update: Release Version 44.0305

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

• US Forms 8891, 8835, 3468 Watermark Removal

Fiduciary

• MS Form 81-110 Line 2 is Incorrectly Calculating Tax Based on Instructions Table
• NE - Form Updated - changes to Watermark

Individual

• GA Informational Diagnostic Ref. 59621 Unable to Satisfy Requirement
• PA Filing Instructions Include Main Form With Payment
• SC Form 1040ES Watermark Removal

Partnership

• NC Schedule NC K1 Line 6 Using Non-Apportionable Income Includes 100% of Apportionable Income

S Corporate

• NJ (Non-MidYear) Form PTE-160 Part I Line 7 Column A Populating Incorrect Date as 6/15/23
• US Schedule K-1 Line 17 Code AA Does Not Have Statement on K-1 Page 2
• US Forms 8835 Watermark Removal

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

Latest Update: WinOps Release 5 Version 44.0307 

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Fiduciary

• HI Diagnostic Ref 40824 Generates When Checkbox is Not Marked
• LA Dates for Begun and Ended on Form IT-541 Cuts Dates Off
• US Form 3800 Watermark Removal

S Corporate

• DE Form SCT-TAX Tax Payer ID Number Displays First Number Multiple Times
• NC E-file Diagnostic Ref. 56985 Referencing Beginning and Ending Dates Generates in Error

Individual

• MA Schedule SC, Page 2, Lines 8, 9, & 14 - Calculation Challenge
• MA Override Field "Charitable contributions deduction [O]" Screen 51.192 Code 79 Doesn't Work
• NJ Form NJ-2450 for Taxpayer Does Not Show City Name
• US Form 8283 Section A, Line 1, Column H FMV Not Flowing When Override is Present

Partnership

• AR Federal Copy Not Printing With Arkansas Government Filing Copy
• IA Exception Error When E-filing Refers to Grid 457
• MD Schedule K-1 Page 1 Section D Line 5 Excludes Line 4 From Total
• ND Partner Type IRA Should Be Updated to Trust

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

Latest Update: Version 44.0312

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

• MA Override Field "Charitable contributions deduction [O]" Screen 51.192 Code 79 Doesn't Work (additional update)
• OH Form IT-NRC Prints Spouse Residency Dates on Single Return

S Corporate

• US Form 7203, Line 8b Not Reduced by Depletion in Excess of Basis - Calculation Challenge

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.