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How to produce 2021 Form IL-1040-PTR

Happy Dan
Level 1

All the info to complete the new Form IL-1040-PTR for our affected clients is in Lacerte.  I wish Lacerte would promptly add it so we don't have to manually prepare this form. The forms are due 10/17/22.

Also, it would be nice if Lacerte added a data mining  filter to produce a list of potentially affected clients.  (IL resident, IL property taxes on Sch A, no Sch IL_ICR included in original return.)

How are your firms handling this issue?

RE: Illinois Department of Revenue, 2021 Form IL‐1040‐PTR, Property Tax Rebate