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Level 2
February 19, 2025

ES Worksheets

  • February 19, 2025
  • 1 reply
  • 6 views

We have returns piling up waiting for the ES Worksheet.  Called Lacerte yesterday and they said the "within 10 days of finalizing" was the answer.  I mentioned the print date on the IRS worksheet is 1/25 so we're well beyond 10 days, but no additional clarity was given.  Anybody have any clue when it will be ready?

    1 reply

    February 19, 2025

    Hello, the Federal ES worksheet is scheduled to be available and final on tomorrow's update (Thursday 2/20). If anything changes, we will update this thread. 

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    Level 3
    February 20, 2025

    Yeah, it's available but it's not correctly calculating taxable Social Security Benefits.  Sad, sorry state of affairs.