Latest Update: Version 44.0321 (Release 5.5)

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Fiduciary

• IA Diagnostic Ref. 60085 Generates for Inter Vivos Trust
• US E-file Schema Reject Schedule K-1 Line 14 Code I Displayed in XML Incorrectly

Individual

• CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
• IA Form IA 148 E-file Reject Part IV Not Displaying Taxpayers Share of Tax Credit
• OK Estimate Dates Not Showing on Financial Transaction Summary
• OK Notice Received Due To Other Subtraction Statement Missing
• US Form 8962 Line 11 Column E Calculates Incorrectly When Noncash Contributions Present
• US Payment Date for Taxpayers Residing in MA and ME

Partnership

• CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
• OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns

S Corporate

• OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns
• OR Schedule OR-K-1 Beginning Stock Ownership Percentage is Incorrect

WinOps

• Lacerte Error "An Item with the same key has already been added" When Backing Up Clients to a Flash Drive

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.