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

Latest Update: Version 45.0219 Release 4.5 (Available 2/20)

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

• Print to DMS - Drops PDF File in Random Locations on File System Instead of Sending to DMS Database

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 45.0220

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

Individual

• NE Form 2210N Line 2 Excludes 2023 Prior Year School District Tax Credit From Screen 8
• US Dates on Screens 26.2 (Series 8284) and 26.3 (Series 8285) Default to 2025

Partnership

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%
• NY Form IT-204-LL Indicator Check Mark on Client List Not Present When NY Not Set as Database State

S Corporate

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

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 45.0221

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

• PA Form RCT-101 Section C Line 3 Additions Not Displayed When Entities Owned by a Corporation is Present

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

Latest Update: Version 45.0221

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

• PA Form RCT-101 Section C Line 3 Additions Not Displayed When Entities Owned by a Corporation is Present

Latest Update: Version 45.0222

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

Individual

• Updates to Montana

Latest Update: Version 45.0225

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

• CT Form 1041-V is not printed When Print Setting for Only E-File Forms in Complete Return is Yes
• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

S Corporate

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

Individual

• IA General Info Shows $1 Iowa "Prior AMT Net Operating Loss" Carryover
• NY Form IT-204-LL Indicator Checkmark on Client List Not Present When NY NOt Set as Database State
• NY CT 200 V Prints twice

S Corporation

• NY CT 200 V Prints twice

Latest Update: Version 45.0227

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

Partnership

• MN Schedule KPI/KS Page 3 Lines 40 Not Matching Federal K-1 When Disposition of Prior 179 Exists
• OR E-file Wizard Indicates "Paper Check" Payment Method on Oregon PTE Return With Overpayment Applied

S Corporation

• AR Form AR1100S Section 179 Depreciation Incorrectly on Line 20
• MN Schedule KPI/KS Page 3 Lines 40 Not Matching Federal K-1 When Disposition of Prior 179 Exists

Latest Update: Version 45.0304

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.

Exempt

• US Form 990-T Schedule A Line Part 1 Line 12 Statement Blank When Using Other Income Override

Partnership

• OR Exception Error Validating Oregon PTE With V45.0227

S Corporation

• PA BIRT Filing Instructions Include Conflicting Information

This update available March 4, 2025.

Latest Update: Version 45.0306 - Release 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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators

• Error When Printing to PDF or DMS "Printer Not Activated Error -41" (2024 ONLY)
• US K-1 Export Not Prompting to Import When Changes Present

Corporate

• IA Exception Error Validating Iowa IA 1120 For Homeowners Association And De Minimis Election

Fiduciary

• DE Form FID-TAX, Schedule A, Line 6 Worksheet Includes Non-Delaware Expense of Sale
  IN IT-41 Indiana Fiduciary Firm Info Printing With Entity Name

S Corporate

• MO Form MO-PTE Page 4 Doesn't List PTE Credit Amount When Shareholders with EINs Are Present

Individual

• NM Form RPD-41359 Not Generating When Composite or Entity Level Tax is Withheld
• OK Schedule 511-NR-A Line 7 Federal Amount Displayed for Bonus Depreciation Addback
• US Form 8853 Page 2 Line 21 Overstated

Partnership

• MD Form 510 Page 3 Code Number Incorrect For Investment Partnership And Sch K-1 Line D1 Incorrectly Completing

This update available March 6, 2025.

Latest Update: Version 45.0311 - Release 5.1

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.

Fiduciary

• DE Form FID-TAX, Schedule A, Line 6 Worksheet Includes Non-Delaware Expense of Sale
• US Nonpassive Farm Partnership K-1's QBI Loss Disallowed Overstated

Individual

• AZ Form 321 Missing Qualified Charity Code
• CO Form DR 0104PN Page 3 Line 26 Includes DR 0104 Page 3, line 4 Standard or Itemized Deduction
• HI State Tax Refund Worksheet Shows Incorrect Amount

S Corporate

• CO Form DR 0106K Incorrectly Generating Column B for Residents With SALT Election

Operators

• Trial Balance Utility - Indicates Posted Data to Return Successfully When No Data Present - Issue Persists After R4.1 release on 2/11/2025
• SSO Sign In Widget Skipped When Other Years Not Open
• Exception Error When Printing K-1 Package

This update available March 11, 2025.