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loricpa100
Level 5
March 23, 2025
Question

Form 1041 (Trust) has credit carryforward (Form 3800) - work around for form not provided?

  • March 23, 2025
  • 1 reply
  • 6 views

Carryforward of small employer healthcare credit (Form 8941).  Would be on Form 3800 which is not released yet.  Called Lacerte that said it would be in the next release for Trusts (Form 1041), yet 2 releases later, not there.  Is there a workaround?  Is anyone else awaiting Form 3800 for a Trust?  Can I just footnote if we get too late?  Beginning to think not on their list...

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1 reply

March 24, 2025

Hi @loricpa100. It looks like the date for this form got pushed back. On the Forms Finder page it says 3800 for 1041 will be ready on 3/25/25. Keep me updated if you're able to access it after tomorrow's update. 
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loricpa100
Level 5
March 27, 2025

Alas, that update did not solve the problem.  They keep giving me dates of updates that will and it does not.  So how to work around and / or push up the Intuit / Lacerte list?