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

Latest Update: Version 44.0314

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

• OK Estimate Dates Not Showing on Financial Transaction Summary
• MO Payment Dates FinTrans Summary Uses Computer Date Client Letter Uses Deadline Date
• US Form 3468 E-file Critical Diagnostic Ref. 59592 Requiring IRS-Issued Registration Number

Partnership

• AL E-file Reject Error WksSchK65-AL65-003 OtherInvestmentItems/OtherInvestItem/OtherInvestAmt
• AR Federal Copy Not Printing With Arkansas Government Filing Copy
• MN Schedule PTE Unable to Designate Non-Grantor Trust

S Corporate

• MN Schedule PTE Unable to Designate Non-Grantor Trust
• NY Form(s) IT-2658 Estimates for 2024 Are Calculated on Final Year Return
• NY Input Sheets Form CT-34-SH Article 24A & 24B Entries Not Included

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 44.0315

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)

Partnership & S Corporate

• TX E-file Reject 5205 Invalid Combination of Tax Forms

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 44.0318

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 & Exempt

• US E-file Schema Updates

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 44.0319

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

• TX Form 05-169 Generates When Only the 05-102 is Needed

Fiduciary

• MA Printing Schedule 2K-1 Includes SSN When Masking Set
• MA Form 2 Line 50 Pulls Other State Withholding Amounts
• MD Form EL102B Not Printing With Return

Individual

• TX Form 05-169 Generates When Only the 05-102 is Needed

Partnership

• TX Form 05-169 Generates When Only the 05-102 is Needed

S Corporate

• TX Form 05-169 Generates When Only the 05-102 is Needed
• MD Form EL102B Not Printing With Return
• US Form 8283-Sec B Line 3a Column I Amount Displayed in Date Format
• US E-file Critical Diagnostic Ref. 2040259 Form 8283 Required PDF Attachment Selections Missing

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 44.0321 (Release 5.5)

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 Diagnostic Ref. 60085 Generates for Inter Vivos Trust
• US E-file Schema Reject Schedule K-1 Line 14 Code I Displayed in XML Incorrectly

Individual

• CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
• IA Form IA 148 E-file Reject Part IV Not Displaying Taxpayers Share of Tax Credit
• OK Estimate Dates Not Showing on Financial Transaction Summary
• OK Notice Received Due To Other Subtraction Statement Missing
• US Form 8962 Line 11 Column E Calculates Incorrectly When Noncash Contributions Present
• US Payment Date for Taxpayers Residing in MA and ME

Partnership

• CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
• OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns

S Corporate

• OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns
• OR Schedule OR-K-1 Beginning Stock Ownership Percentage is Incorrect

WinOps

• Lacerte Error "An Item with the same key has already been added" When Backing Up Clients to a Flash Drive

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 44.0326

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

• OR Schedule OR-K-1 Address Lines Swapped for Shareholders and Benes When Numbering Gaps Exist

Individual

• MD E-file Reject Form502CR-50000-026 502CR /TaxesPaidOtherStates/OtherState[1]/LocalTaxRate
• US Form 8283 Diagnostic Ref. 2060119 When Not From Passthrough Entity

Partnership

• NC E-file Reject NCD403-1174 When Line 20 is Zero
• NJ Extension Wizard Does Not Display Account Number for PTE 200 T

S Corporate

• NJ Schedule PTE K-1 Will Not Generate the Checkmark for Disregarded Entity
• OR Schedule OR-K-1 Address Lines Swapped for Shareholders and Benes When Numbering Gaps Exist

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 44.0328

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)

Benefit

• US Initial Release Available

Corporate

• IA Form IA-128, Part 3, Line 34 Reducing Credit Amount by 10 Percent
• IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form

Exempt

• US E-file Reject Error F990T-028 When Attachment For 1118 is Present

Fiduciary

• OK Schedule K-1 Line 5a Column B for Nonresident Beneficiaries - Calculation Challenge

Individual

• AL Form 40NR Part I Column B (All Sources) Line 3 Not Flowing
• IA Form IA 134 Does Not Generate Unless State if Different is Utilized
• MA OSTC Not Including 4 Percent Surtax From Line 18b - Calculation Challenge
• MD Form 502R Line 1a/b Reduced by Nonqualified Plans

Partnership

• AL PTE C K1 Diagnostic Ref. 59996 Percentage of Ownership Generated Erroneously
• IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form

S Corporate

• IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form
• NC Form CD-429 Estimate Amounts Not Reflected In Filing Instructions
• PA Critical Diagnostic Ref. 58595 Generates When "Force Schedule H" is No Longer Available

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 44.0329

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

• eSignature Sending Request Generates Form 8879-TE

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 44.0402

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

• DC Client Letter Displays Two Refund Sentences

S Corporate

• NM Form S-CORP Page 6 Displays Blank Lines 3d and 7 When More Than Seven Shareholders Listed
• SC Schedule SCK-1 Line 16 Credit Description is Incorrect vs Input Available on Screen 47

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 44.0404

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

• OH E-file Validation Error \FTIAdjustmentsSchedule\IncomeAddition\IRC168AdjAdd\TimeFrame

S Corporate

• FL Form DR-405 County Appraiser for Duval County is Incorrect

Individual

• AL Schedule RS Taxable Pension Using 8906 Amount
• HI Form N-11 line 21d Not Picking Up New 8283 Form Amount(s)
• IA Form 126 Line 23 Subtracting a Negative Adjustment
• MA Schedule D Line 1 Amount Overstated Due to Pension Distribution
• NY E-file Wizard for Form IT-204LL Routing and Account Numbers Transposed When Multiple Filings Present
• OH Columbus Form IR-25 Part D Line 8 Deducting Taxes Paid to Non-Taxing City
• OK Form 511 Schedule 511-A Line 1 Not Matching Statement
• PA Schedule E Expenses Not Adding Up Correctly
• US Diagnostic Ref. 6665 Unable to Select Arabian Peninsula to Satisfy Requirement
• US Vehicle Expense Worksheet Printing When Blank
• VT Financial Transmission Summary Doesn't Include Estimate Payment Dates

Partnership

• NJ Form NJ-NR-A Does Not Generate When Percentage is 0
• NJ Extension Wizard Does Not Display Account Number for PTE 200 T
• OK E-file Diagnostic Ref. 45641 Triggers for Resident Partners

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.