Form 1041 for 2019

Forum|Forum|6 years ago
April 17, 2020
2 replies
22 views

I'm trying to prepare a 1041 for a short year ending 12/31/19. The program will not generate a Schedule D or a Form 8949. "This form is not available for this release" Huh? Both forms are available at the IRS website. And when I generate the complete return, it is marked "DO NOT FILE". Does anyone know what is going on with this?

Lacerte Tax

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Best answer by Kathi_at_Intuit

Thank you for stopping by the community and posting a questions. It sounds like your Lacerte is not up to date. Please see this knowledge base on how to update it:

Downloading and Installing Lacerte Program Updates

https://proconnect.intuit.com/community/help-articles/help/downloading-and-installing-lacerte-program-updates/00/5618

George4Tacks

Level 15

Is this a first year? Maybe began 3/1/19 and electing to file year end 12/31/19. All of that is input in Screen 1. Yes, but I am not sure it is necessary since this is first year

Screen 2 - Short year for depreciation? I don't think this is necessary, since this is the first year

Screen 2 - Tax Year Information? - You already entered that in Screen 1

Screen 2 - Initial return - check that box

Is this your scenario?

Answers are easy. Questions are hard!

K

KatherineZAuthor

Level 2

Thank you for taking the time to reply. It turned out I needed a software update. Duh.

Kathi_at_Intuit

Answer

Moderator

Thank you for stopping by the community and posting a questions. It sounds like your Lacerte is not up to date. Please see this knowledge base on how to update it:

Downloading and Installing Lacerte Program Updates

https://proconnect.intuit.com/community/help-articles/help/downloading-and-installing-lacerte-program-updates/00/5618

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