2024 Lacerte Tax Program Update is Live and Available for Download (Updated 4/1/2026)

Latest Update: Version 45.0128

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AZ Input Sheet Updates
• OH Update to Watermarks
• TN Form FAE 170 Page 5 Line 36 Populates Erroneously
• US Client Letter Indicates Paper File When E-file is Marked

Fiduciary

• GA Release with Watermarks Form 501/501X

Individual

• OH Release with Watermarks
• IA Late Penalty and Interest Input is Labeled as 2022 instead of 2023

Partnership

• IA Late Penalty and Interest Input is Labeled as 2022 instead of 2023
• NY Update to Watermarks
• OH Update to Watermarks

S Corporate

• GA Update to Watermarks
• NJ E-file Schema Updates
• NY Update to Watermarks

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0129

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Today's update includes general program updates for Individual, Partnership, and S Corporation in preparation for the 2024 tax year.

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0131

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate & S Corporate

• AK Updates to Watermark

General 

• This update also includes general program updates including e-file schema updates and regular security updates.

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0203 Release 3.6

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operator Program Updates

• All Tax Types Printing Any Return to DMS Duplicates All Bookmarks
• Printing Email (PDF) Prints “DEMO” Watermark on All PDFs When No Watermark Set

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0204

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AZ Government Instructions
• CA Input Sheets, Form 3840, and Watermark Updates
• DC Input Sheets and Watermark Updates
• HI Form 4684 Watermark Updates
• IA Watermark Updates
• IN Input Sheets
• KY Watermark Updates
• LA Watermark Updates
• MA Watermark Updates
• ME Watermark Updates
• MI Watermark Updates
• MO Watermark Updates
• ND Watermark Updates
• NE Watermark Updates
• NM Watermark Updates
• NY Form NYC-200V Watermark Updates
• OR Government Instructions
• PA Philadelphia Watermark Updates
• RI Schedule D Watermark Updates
• TN Watermark Updates

Exempt

• CA Form 3840, Watermark Updates
• US 990-T Graphics

Fiduciary

• AR Federal W-2 Updates
• AZ Form 4136 Updates
• CA Form 3840, Watermark Updates
• DC Form 4136 Updates
• GA Form 4136 Updates
• IA Watermark Updates
• ID Form 4136 Updates
• IN Form 4136 Watermark Updates
• LA Watermark Updates
• MA Form 8826 Updates
• ME Watermark Updates
• MI Watermark Updates
• MN Input Sheets
• MO Watermark Updates
• MS Form 4136 Updates
• MT Watermark Updates
• NE Watermark Updates
• NM Watermark Updates
• NY Form NYC-200V, Form 4136, Watermark Updates
• OR Government Instructions, METBIT
• US Watermark Updates
• UT Form 4136 Updates
• VA Watermark Updates
• WI Form 4136 Watermark Updates

Gift

• US Form 709 Letter Instructs Spouse to Sign Line 18
• US Form 8892 Updates

Individual

• AL Watermark Updates
• CA Watermark Updates
• DC Input Sheets, Watermark Updates
• IA Form IA 1040, Schedule 1, Line 7 Includes Military Retirement Income Reported on Line 4
• IA Watermark Updates
• IN Form 8879 E-file Instructions
• LA Watermark Updates
• MN E-file Schema Updates
• MO Watermark Updates
• MT Form 2 Suppresses When Entry is Made in Client Organizer Type
• NE Watermark Updates
• NY Form IT-653 Suppresses Subsequent PTET Credits From Same PTET Entity
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT
• OR Form OR-VSI Generates E-File Diagnostic Ref. 60943 and Ref. 60944 Indicating Missing Details
• PA Philadelphia Watermark Updates
• US Watermark Updates
• UT Input Sheets
• WA Watermark Updates
• WI Form 2441 Updates

Partnership

• CA Form 3840, Watermark Updates
• DC Watermark Updates
• IA Watermark Updates
• ID Government Instructions
• IL Schedule K-1 Instructions
• IN Input Sheets
• KS Removed Form K-34
• LA Watermark Updates
• MA Form 8824 Update
• ME Watermark Updates
• MO Watermark Updates
• MT Input Sheets
• NE Watermark Updates
• NY Form IT-611.2 Not Generating When Requirements Met
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT
• PA Philadelphia Watermark Updates
• TN Watermark Updates
• US Watermark Updates
• WV Form TC

S Corporation

• CA Form 3840, Watermark Updates
• DC Watermark Updates
• IA Watermark Updates
• ID Government Instructions
• IL Schedule K-1 Instructions
• IN Schedule Comp
• KS Removed Form K-34
• LA Watermark Updates
• MA Form 8824
• MO Watermark Updates
• ND Watermark Updates
• NJ Watermark Updates
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT and Form METBIT20S Instructions
• TN Watermark Updates
• WV Form TC

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0206 - Release 4

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators:

• US Link to View Previously Imported E-organizer Data Missing From Client Contents Tab
• General updates to program performance and general security updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0206

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• CA Watermark Updates
• CO Watermark Updates

Exempt

• CA Watermark Updates
• US E-file Reject Error "/Return/ReturnData/IRSPayment/PaymentAmt" When Return Not on Extension

Fiduciary

• CA Watermark Updates
• CO Government Instructions and Watermark Updates
• CT Watermark Updates
• KS Watermark Updates
• NC Form 4136 Watermark Updates
• ND K-1 Instruction and Watermark Updates
• RI PTE Instructions

Individual

• CA Watermark Updates
• CO Watermark Updates
• MT EIC Incorrect For Tribal Members Unable to Override
• MT Schedule 2EC Gross Household Income Amounts form Lines 2, 4 and 6 Are Incorrect
• NH Diagnostic Ref. 46264 Generates When Name of Payer is Entered
• GA Exception Error When Printing Return

Partnership

• IA Form IA 1065 Page 4 Part 5 Line 29 PTET is Negative
• OK Watermark Updates

S Corporation

• CA Form 3840 Watermark Updates
• IA Form IA 1065 Page 4 Part 5 Line 29 PTET is Negative

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0211 - Release 4.1

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators:

• Lacerte Appointment Manager - When Browsing Appointments Clients Slow to Load
• Trial Balance Utility - Indicates Posted Data to Return Successfully When No Data Present

Corporate

• KS Diagnostic Ref. 59631 Generates Erroneously
• US Federal "e-file Instructions" Form Will Not Generate

Individual

• CA E-file Validation Error ATEExceptionMessage: OtherPropertyGivenUpDesc Not Found
• CA Diagnostic Ref. 60808 Generates When IRA Deduction Appears to be Incorrect
• CT Diagnostic Ref 30029 Triggering Erroneously
• IA E-file Acceptance Letter Indicates No Amount Due When Amount is Due

Partnership

• NJ Form NJ-1065 Partner's Directory Line K Not Allocated Based on Partner Percentages (Schedule NJK-1 Line 4 Also Affected)

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0213

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual

• VT Child Care Contribution Calculated Incorrectly When Section 179 Present
• WV Diagnostic Ref. 45535 Generates for Schedule SAAM-1 When Not Applicable to the Return

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0218

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Fiduciary

• MD Form 504 Truncates the Decedent's Social Security Number

Individual

• US Dates on Screens 26.2 (Series 8284) and 26.3 (Series 8285) Default to 2025

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.