Dan7
Level 2

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.

0 Cheers