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

Latest Update: Version 44.0710

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

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

Exempt

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

Fiduciary

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
• US Form 1116 Schedule B Line 1 Incomplete When VA is Added

Individual

• HI Form N-15 Line 44 Using Capital Gains Calculation - Calculation Challenge
• MO Error CalculatesTCalcset.Calculate Error Type TaxRound failed: Number Infinity
• OK Form 511-EIC, Part II, Line 15 Marked Incorrectly for Tax Year 2023
• US Diagnostic Ref. 33311 Generates When PDF Attachment is Added for Form(s) 3468
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
• US Diagnostic Enhancement When Form 8960 Adjustment Required

Partnership

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

S Corporate

• CA Form 3533-B Unable to Populate Old Additional Information

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.

Testing Subscription Notifications for "2023 Lacerte Tax Program Update is Live and Available for Download (Updated 7/15/2024)"

Latest Update: Version 44.0717

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)

Updates

• General program updates to maintain performance, e-file schema, and general security.

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 44.0724

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 Form 5471 Schedule F Statement on Line 5a & 5b Doubled

Exempt

• CA Diagnostic Ref. 30102 Generates When San Diego is Entered for Disaster Relief Explanation

Fiduciary

• US Form 5227 Amended Letter Generates Tax

Individual

• CA E-file Reject CAForm3804-CR/ElectiveTaxCredit/TotalPTETaxCredit Due to Missing PTE Name
• US Exception Error When Validating Return with 1040NR and 7203

Partnership

• RI E-file Critical Diagnostic Ref. 59149 Unable to Clear

S Corporate

• NM Interest Rate is Incorrect on Late Payment Worksheet

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 44.0731

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 Presents Disabled FAQ Link on Electronic Filing Input Screen Series 100

Fiduciary

• NY Form TR-579.2-IT Line 3 Not Including Late Payment Penalty

Individual

• US E-file Rejection F8283-042 Diagnostic Enhancement
• WV Form IT-140 Unable to Check Qualified Farmer Box

S Corporate

• NJ CBT-100S Page 3 Line 22a Negative from K-1 Rental Losses
• NM Interest Rate is Incorrect on Late Payment Worksheet
• US Form 7203 Basis Carryovers of Foreign Taxes Paid or Accrued Not Flowing to Line 46 Column B

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 44.0807 - Release 10

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

• AR Form AR3 Line 13 Doubles Contribution Amount Flowing From Schedule K-1

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 44.0807 - Release 10

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)

This update has been put on a temporary hold to address the unexpected behavior introduced with the update. Customers have reported Lacerte locks up when navigating to Forms. If you have already updated your program, the following workarounds are available to address this behavior. We are anticipating a release later today, dependent on further testing.

Individual

• AR Form AR3 Line 13 Doubles Contribution Amount Flowing From Schedule K-1

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 44.0809 - Release 10.1

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)

This update includes all items from Release 10 while also addressing previously reported behavior experienced with the initial release. 

In the prior release, some users reported Lacerte locking up when attempting to navigate to the Forms view.  This behavior has been corrected and is available in this release.

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 44.0814

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

• IA Form IA 1040 Page 4 Schedule 1 Line 15 - Calculation Challenge

Partnership

• NJ E-File Reject DisregardedEntEIN Invalid or Incomplete
• NY PTE Worksheet Line 14 Column C - Amount Should Be Positive
• US Form 8283 Unable to Populate Sec A Name and Identifying Number Where Noncash Contribution Originally Reported

S Corporate

• US K-1 Passthrough Summary Page 2 Is not Generated for All K-1's

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 44.0821

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

• CA Form 540 Lines 43 & 44 Credit Name and Code Missing When Minimum Tax Credit Carryover AMT is Present
• MT Multi-State Summary Worksheet Taxable IRA and Pension Amounts Are Reversed (Proforma)

Partnership

• GA Form 602ES Unable to Override Amount Paid
• MD Form 510 K1 Section D Line 4 Not Populating

S Corporate

• GA Form 602ES Unable to Override Amount Paid

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.