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Level 3
January 23, 2020
Solved

Schedule 2 not generating for Exempt-Form 4029 taxpayers

  • January 23, 2020
  • 1 reply
  • 10 views

I've tried other avenues and don't think they've gotten anywhere, so let's try this one.

(Individual 1040 module)

If on input screen 45.1 I select the option for Exempt & Filed Form 4029, Lacerte should print "EXEMPT-FORM 4029" on line 4 of Schedule 2 and generate Schedule 2 to be filed with the tax return.  This informs the IRS as to why no self employment tax was included on the return.

In Lacerte 2019 as of 1/23/2020, Schedule 2 is not being generated.  If I check the box to view all forms, I can view Schedule 2.  "EXEMPT-FORM 4029" is being printed on the form.  However the form is not in bold in the forms list, thus will not print with the tax return or be sent with the e-file. 

This worked as it should in the 2018 software, although it was on Line 57 of Schedule 4 in the 2018 forms.

Please correct this before e-filing starts.  We have a lot of Amish clients and I don't want them to get letters from the IRS stating that they owe self employment tax.

This topic has been closed for replies.
Best answer by Dan7

We were able to get an actual investigation going via phone support this morning.

Hopefully it can be resolved.


Resolved 2/12/2020.

1 reply

George4Tacks
Level 15
January 23, 2020

Thank you for sharing all of this on the user forum. The quickest way to get any programming errors corrected is to highlight the client and use Ctrl + L to start a Lacerte Email Support ticket. This will allow you to attach the actual client data for them to see and to copy and paste all of what you have in this post.  If they respond with a simple data entry fix, please post it here. If it is a programming issue, they should fix it in an upcoming release.

 

Answers are easy. Questions are hard!
Dan7Author
Level 3
January 23, 2020

Thank you.  I submitted a support ticket.

Dan7Author
Level 3
January 30, 2020

1/30/2020 - Problem still exists and I have received no communication from Lacerte.