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Level 3
June 23, 2026
Question

Is it possible to generate a Form 843 in the Fiduciary module? Cannot find input screen for it...

  • June 23, 2026
  • 2 replies
  • 35 views

I have filled out many Forms 843 in the Individual module but cannot find it in the Fiduciary. Maybe I’m overlooking it, but the “Help” function did not, in this case. 😜 

I could probably find a fillable pdf version online, but having Lacerte populate the parts it does on Individuals would be better.  Has anyone found it for 1041’s in Lacerte yet? 

Thanks!

2 replies

Moderator
July 1, 2026

Hi ​@KTinFranklin  Thank you for posting about this. You can make a request for manual entry form on Screen 100 by following the instructions in this help article: Manual entry forms available in Lacerte. Scroll down to the section that reads: Requesting a manual entry form.

Level 3
July 2, 2026

Thank you, Kate.  I had seen the state forms there but didn’t notice the ‘Request a Form’ button.  Good to know!

 

KT