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

Latest Update: Version 44.0408

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

• US Spouse Authentication Section Unable to Complete and ID Type Changes

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 44.0418

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)

Exempt

• US Dispositions Screen 24 Missing Grid After Recent Update (Version 44.0321)

Fiduciary

• AR Form AR1002NR Line 16 (Column B) Totals Not Matching Schedule K-1FE
• IA Exception Error Validating Return With Sale of Asset Present
• KY Diagnostic Ref. 52632 Generates When NOL Present
• MD E-file Reject /Form504/Decedents/DecedentFinalReturn When Federal Return is Marked Final
• NM Grantor Fid 1 Page 2 Lines 28 - 32 Not Completed

Individual

• AR Form AR1100PET Section A Line 1 Not Including Federal Rental Real Estate Income
• AL Tax Summary Not Listing Taxable Retirement Distributions in Income Total
• IA Form IA 126 Line 12 Reporting Other Non-Iowa Income From Federal 8853
• NM Form PIT-ADJ Line 16 Including Short Term Gains
• NY E-File Reject R0251 for Form IT-267
• TX E-file Critical Diagnostic Ref. 60173 Triggers When Form Referenced Are Not Present
• TX Form 05-102 Reject /ReturnState/ReturnHeaderState/Filer) Version 44.0404
• US Form 8911 Unable to Generate When Calculating 6% on Line 5a
• VA Reject Error 763-128 Return Isn't Itemizing

Partnership

• AR Form AR1100PET Section A Line 1 Not Including Federal Rental Real Estate Income
• WI Schedule 3K/3K-1 Showing Foreign Tax Paid or Accrued Erroneously
• WV Schedule C Pulls Wrong Name of Entity

S Corporation

• KY 8879(C)-K(740NPWH) Tax Data Not Flowing

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 44.0425

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

• 2023 PAR AL E-file Reject Error WksSchK65-AL65-003 OtherInvestmentItems/OtherInvestItem/OtherInvestAmt

Latest Update: Version 44.0501

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

• NJ Diagnostic Ref. 38281 Requires Date With No Related Input Field

Fiduciary

• US Form 1041 Schedule G When Line 11a is "No" Line 11b Should Remain Blank

Individual

• ME ES Worksheet Calculating Incorrect Tax Based on 2023 Rates
• MN Client Letter Lists Incorrect Amount Due When Penalties Are Present
• US Form 8283 Contributions Not Flowing to the 7203
• US Form 1116 Part IV Carryover Worksheet and Line 35 Inconsistent
• US Exception Error When 1040NR and 1099-Q Present Together

S Corporate

• NJ Client Letter Includes NJ PTE-100 Payment Details When Not Elected

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

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

Latest Update: Version 44.0508 - Release 8

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

• AR E-file Wizard Not Displaying Amount of Auto-Withdraw
• GA E-file Critical Diagnostic Ref. 2050914 Generating Erroneously

S Corporate

• GA E-file Critical Diagnostic Ref. 2050914 Generating Erroneously

Gift

• US Interest Rate Options Show Incorrect Quarter Dates

Individual

• AL Schedule RS Part II Reporting Non-Taxable Pension Rollover Distribution
• US Exception Validating Client With Form 1040-NR And S-Corp Loss With Basis
• US Exception Error When Validating Return when 4797 Has a Worksheet for 1231 from Multiple K-1s
• US E-file Exception Error Form 1040NR ATEExceptionmessage: Tag Scorporation\Businessnameline1txt

Partnership

• IA Acceptance Letter Shows No Balance Due When There is an Amount Due
• WV Schedule SP Skips Partners 11 and 12

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

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

Latest Update: Version 44.0515 

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 Contribution Limitation Calculation and Carryovers to 2024
• MD Reject Error Form502CR-50000-026 On Version 44.0418
• MI Form MI-1040 Line 27a and 27b Doesn't Calculate
• OH City Dayton Client Letter Mailing Address Incorrect

Partnership

• NJ Schedule NJK-1 Part II Line 1B Not Pulling NJ Nonoperational Activity From NJ-1065 Line 22

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

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

Latest Update: Version 44.0612 

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)

Exempt

• CA E-File Reject F199-140 Missing Form 3885 When No Overrides Utilized

Individual

• NY IT-203-F Allocation Period Not Printing

Partnership

• ID Form 65 Line 60 Not Adding Line 57 When Amended

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

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

Latest Update: Version 44.0620 

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

• NY Form NYC-2S Not Showing Checkboxes For Federal Form Filed

Exempt

• US Form 114 Validation Error ATEExceptionMessage ActivityPartyTypeCode Not Found

Fiduciary

• MN Diagnostic Ref. 46008 Generates Erroneously When Schedule M2MT Line 6b is Blank

Individual

• CA 3804 CR K-1's Marked Delete This Year are Still Displayed When A Carryover from Prior Year Exist
• NJ Form NJ-1040X Filing Instructions Omit the Refund Amount
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
• US Form 8915-F Unable to Indicate FEMA-4759-DR in Box C1

Partnership

• NJ E-file Reject DisregardEntName Form NJ-1065

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

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

Latest Update: Version 44.0624 

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 & Individual

• US E-file Exception Error During Batching - The Given Key Was Not Present in The Dictionary

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

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

Latest Update: Version 44.0626

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

• NC Form NC-NOL Part 2B Line 16 Column B Not Flowing to Line 17
• OH Overpayment Applied However E-file Wizard Indicates Refund Paper Check

S Corporate

• NJ Form CBT-100S, Page 16, Stock Owned Incorrect When Gaps Present in Shareholder Numbering
• US E-file Reject /Return/ReturnData/IRS1120SScheduleK1/CorpTotBeginTaxYearSharesCnt

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

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