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2020 Lacerte Tax Program Update is Live and Available for Download (Updated 09/09/2021)

IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 41.0909

 

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)


Individual

 

Partnership

OK Input In Screen 19 code 154 Causes Engine Error

S-Corporate

CA Schedule K-1 Line 16c Incorrect for Adjustment with Form 3866

MD Form 510.1 Line 19 Not Totaling Correctly When There's an Overpayment

TX Form 05-15-a Line 15 is Putting a Zero Rather Than the NDI Figure

Corporate

MD Due Date for Estimates Incorrectly Shows 7/15 for 1st and 2nd in All Scenarios

Fiduciary
Exempt
Global


Operators

Estate

US Form Schedule A-1 Line 10 Does Not Display FMV For Schedule G Items If Ratio Is Below 50%

 

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 41.0909

 

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)


Individual

 

Partnership

OK Input In Screen 19 code 154 Causes Engine Error

S-Corporate

CA Schedule K-1 Line 16c Incorrect for Adjustment with Form 3866

MD Form 510.1 Line 19 Not Totaling Correctly When There's an Overpayment

TX Form 05-15-a Line 15 is Putting a Zero Rather Than the NDI Figure

Corporate

MD Due Date for Estimates Incorrectly Shows 7/15 for 1st and 2nd in All Scenarios

Fiduciary
Exempt
Global


Operators

Estate

US Form Schedule A-1 Line 10 Does Not Display FMV For Schedule G Items If Ratio Is Below 50%

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0330

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)

Corporate

AK Carryback Input No Longer Available

MN Schedule KSNC Addback for Paid Medical Leave Incorrect

 

Fiduciary

MI Diagnostic Ref. 52115 Not Clearing When Distributions Match MI1041 Schedule 4 Amount When Using the '2' to Exclude Dispositions

 

Individual

US Amended E-file Exception Error When Capital Gain Distribution Statement is Included with the Tax Return

ME Education Opportunity Tax Credit Page 2 Lines 2a and 2b Display Issue

MN Amended Form M1X Lines 3 and 4 Amounts in Column A and B are Swapped

MN Schedule M15 Line 5 Is Not Populating The Correct Amount In All Cases

NY Amended E-file Reject /ReturnState/ReturnDataState/processBO/composition/forms/IT203/IT203OTHINCID When Unemployment Compensation Exclusion is Present

OH Diagnostic Ref. 54889 Wil Not Clear When NAICS Code is Entered

OH Form SD 2210-100 Page 2 Checkbox for Farming/Fishing Cannot Be Checked

WI Payer ID Number Input is Limited to 12 Digits (Screen 14.2 Code 815) When Number is 15 Digits

MN Schedule KPC/KPI Partners Distributive Share Percentage is Truncated

 

S Corporate

KY 740NP-WH Page 2 Line 17 Not Calculating, Line 13 less Line 8, 14, and 15

MN Schedule KSNC Addback for Paid Medical Leave Incorrect

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0331

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)

Corporate

 

Fiduciary

 

Individual

2020 IND MD Diagnostic Ref. 2055489 Generates Unexpectedly

 

S Corporate

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0401

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)

Corporate

 

Fiduciary

 

Individual

AL Form 2210AL Unable to Complete Regular Method When Boxes C and D are Checked

US Form 1116 Will No Longer Allow You to Type RIC as The Name of Foreign Country

US Form 1040 Page 2 Line 36 Will Not Populate While Return Marked Amended

US E-file Reject IND-073 When Original and Amended Return Have an Overpayment

US Diagnostic Ref. 54780 Generates for SSA-1042S Requiring Payer EIN, No Input Provided

UT Form TC-40B Will Not Populate Nonresident Home State Abbreviation

 

Partnership / S Corporate

NJ PTE-100 Line 23 Calculating Negative Amounts

 

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IntuitBettyJo
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Community Manager

 

Version 41.0405

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)

Corporate

 

Fiduciary

 

Individual

VA Tax on Form 760CG, Line 16 Incorrect When UCE Present

 

Partnership / S Corporate

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0406

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)

Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Exempt

US Form 990-T Extension (8868) Rejection Due to Books in Care of Missing

Individual

GA Schedule 1 Page 2 Line 11 IRA Distribution with Qualified Charitable Deduction Not Reduced

IA Form 1040 Line 14 Incorrectly Shows Spouse Withholding as a PAR/SCO Adjustment

KY Schedule A Contributions Line 10 Carryover From Prior Year Not Being Limited to 60% of Kentucky AGI

KY Filing Status Override Behavior (Married Filing Separate Combined)

WI E-File Reject /ReturnState/ReturnDataState/SchM/OtherAdjustments Not Pulling Amounts Entered for Spouse

WI Schedule 3K-1 B 3 Nonresident Partner Pulling From Wrong Partner When Partner Number(s) Skipped on Screen 7

 

S Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

NJ e-File Rejection /ReturnState/ReturnDataState/SchC-S/OtherDeductionsA/OtherExpenses Due to Charitable Contributions When None Present

NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Lacerte Operators

2020 Exception Occurred In The Tax Engine: Failure Saving Tax Manager Data: Unable to write to L:\Lacerte\20tax\Idata\Notes\ClientNumber.iZ0

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0408

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)

Corporate

OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

S-Corporate

OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Individual

NC E-File Rejection NCFIN-1060 Payment Contact Information Missing

PA Tax Brochure Scholarships Shown as Taxable on Line 1a

PA State if Different on W-2 Input Prints -1 on Form

US American Rescue Plan Act Results in Unexpected Amount for Schedule A and SE Health Insurance Premiums

KY Form Schedule K-1 (PTE) Page 3 Line 16 (a) Will Show "See Attached" When No Attachment Present

MD Schedule K-1 Distributive or Pro Rata Share Percentage Shows % for Wrong Partner When Partner Numbers Skip

 

Partnership 
OH City of Cincinnati Return Doesn't Print State or Zip Code on Form
 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0409

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)

Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

S-Corporate

NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Individual

Partnership 
 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0414

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)

Corporate

MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN

Fiduciary

OK Schedule K-1, Line 5b Not Including Royalties, Prints on Line 6 Instead

 


Individual

AZ Diagnostic Ref. 52389 Generates When No Arizona Amount is Due and Federal Extension Not Marked

CT Tax Summary Does Not Include All Subtractions in the Total

DC E-file Acceptance Letter Incorrectly Shows Refund Processed Through Refund Advantage

MA Tax Summary does not show Business/Profession or Farm Loss for 2020 Year

US e-File Reject Expense Amount Showing as a Negative in e-File Schema /Return/ReturnData/IRS1040ScheduleC/TotalOtherExpensesAmt

US 1040NR Reject (SNEC-F1040NR-006) Tax Rate Shows 0 When e-Filing Instructions Are Set to No

US Diagnostic Ref. 19832 Generates When the Date of 04152021 Has Been Entered and WV is Present


Partnership 

 

CT Form CT-1065/CT-1120SI Part 1 Schedule A Line 6A Interest on Underpayment Not Adjusted by Overpayment

CT Client Letter Indicates Both Deposit and Amount Due 

 

Gift

US Input Screen 3 Codes 15 and 55 F1 Help Outdated

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0420

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

NJ e-File Schema Reject /ReturnState/ReturnDataState/FormNJ1041/ResidencyStatusType/NonResidentTrust

NY IT-205 Page 3 Item A Statement Does Not Generate

 


Individual

AL Credit Carryover for Scholarships Not Showing on General Information

KY EPAY Page 4 Line 5 Has a Value of "1" in the Payment Date for April 15, 2021

MT NOL Generated When No Business Income or Deductions Present

NH BT Summary Page 2 Line 4 d Underpayment of Estimated Tax Not Flowing, Unable to Override

NY Tax Computation Worksheet 4 is Using 2019 Values

NY Worksheet 5 Displays Incorrect Percentage

OH Rita/City NOL Worksheets Do Not Generate and Override Doubles Carryover

OH IT NRC Section II Numbers Are Misaligned When Passthrough K-1 Royalties Are Not Sourced to OH

OH Cincinnati - Amount of Tax on Line 6 Drastically Understated When Final Year Rental is Present

US Form 6251 Line 2m Not Including Accelerated Depreciation From Estate Passthrough

 


Partnership 

 

ME Partner Summary Shows Blank for Line 14 When Amount is Present

MN Schedule KPC/KPI, Schedule KPINC, Page 1, Line 6 Not Populating Amounts From Screen 39 When Numbering Gaps Present

OH Special Allocations Not Working for Bonus Depreciation

 

S-Corporate

MO Form MO-1120S Page 3 Not Generating For Resident Shareholders to Report Adjustments

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0422

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

US Form 7004 Where to File Address Incorrect

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

 


Individual

AL Federal Income Tax Return Deduction Worksheet Pulls From Incorrect Line

GA Schedule 1 Page 2 Line 11 Taxable IRA Doubles Amount of QCD When Being Reported on Federal Form 8606

NC Override Field "Electronic payment date [O]" in Screen 3 Code 1601 Does Not Function

 


Partnership 

US E-File Reject SK1-F1065-002-01 When More Than One Form 8283 is Present

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

 

 

S-Corporate

AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

 

 

Corporate

CA PDF Not Included in XML For Amended Returns, Triggers E-file Reject

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0428

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)


Individual

GA Schedule 1, Page 2, Line 11 Blank When It Should Populate Post Version 41.0422

ME Schedule NRH Line 6, Column C Does Not Complete When Spouse is Filer

MO Form 1040ES Incorrectly Includes Deceased Taxpayer

NH BT Summary Page 2 Line 4 d Underpayment of Estimated Tax Not Flowing, Unable to Override - Addressed Override

PA City of Philadelphia Form BIR NTL Prints SSN on EIN Line

US Screen 4.2 Not Allowing Signature Date Override Past April 15, 2021

 


Partnership 

CA K-1 Export to IND or FID Converts 1231 Loss Into 1231 Gain for CA

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

 

 

S-Corporate

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

 

 

Corporate

US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0504

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)


Individual

OK E-file Rejection /ReturnState/ReturnDataState/FormOK538S/PartThree/OtherIncome Indicates This is a Defect

 


Partnership 

 

 

S-Corporate

 

 

Corporate

NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0506

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)


Individual


AL Schedule W-2 Fills Out Column J For Other State W-2 While Non-Resident

CA PPP and EIDL Conformity Changes

IA 1040 Line 24 Not Including 67e Final Year Deductions From Estate/Trust

MT Tax Summary Does Not Show Overpayment Applied

MT Form 2 Not Including Accrued Market Discount

MT Form 2 Page 5 Line 25 Limiting Expenses to 5000

OH City Cincinnati Line 5 Is Multiplying Line 1 By .02025 Instead Of Line 5

OR Form OR-TM Prints Date on Signature Line

US Diagnostic 55596 Is Generating After Version 41.0420

US Form 2848 Omits Name of Taxpayer When Printing Partial Return

US Amended E-file Reject /Return/ReturnData/IRS1310/PhoneNum When Number is Present

VA E-file Reject 760-060 The Tax Amount on Form 760CG Line 16 Must Match Tax Rate Schedule

VA ES Worksheet Double Counting Addback of UCE

 


Partnership 

CA PPP and EIDL Conformity Changes

KY Form PTE Doubling Employee Retention Credit

NJ Form PTE-100 Line 14b Shows 100% When NJ-NR-A Line 5 Shows 0%

NY City Form NYC-204 Schedule B Line 9 Form Doesn't Match Schema

 

 

S-Corporate

CA PPP and EIDL Conformity Changes

KY Form PTE Doubling Employee Retention Credit

NJ Form PTE K-1 Not Printing With K-1 Package

NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

 

Corporate

CA PPP and EIDL Conformity Changes

HI Form N-30 Schedule J Line 2d Incorrect Adjustment Not Included On Statement When CY 179 And Cash Contribution Deduction

 

 

Fiduciary

AL Form 41, Schedule A Line 2 Shows Gain When There is a Loss

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0511

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)


Individual

 

US Form 5471 Schedule Q, Page 4, Line 3, Column XI Not Printing Negative

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MN M1PR-AI US Form 8915 Qualified 2020 Disaster Retirement Plan Distributions Added on M1PR-AI Twice

NH Form BET Line 1 Does Not Apportion Dividends

NJ Form NJ-2210 Lines 2 and 6 Not Picking Up Amounts From NJ-1040 Line 63

NYC UBT Estimated Payments Q1 Shows $25 in Estimated Payments Wizard When Schedule C is Also SMLLC

OH form IT RC Column A Income Taxed Will not Override Correctly

RI Overpayment Applied to 2021 is overstated on letter when applying full overpayment

VA Calculating Penalties for First Quarter Payment Extended Due to Coronavirus Exceptions

 


Partnership 

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

US Form 8990 Part I Section II Line 18 Incorrectly Including Investment Income

WI Schedule 3K-1 Item L Pulling Incorrect Partner When Partner Number Gaps Exists

 

 

S-Corporate

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

NM Shareholder Summary (S/H Smry) Page for RDP-41359 Incorrect Address When Shareholder Number Gap Exists

 

 

Corporate

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

 

Fiduciary

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MI Form 4 Filing Instructions Indicates No Payment Required Incorrect

NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

 

Exempt

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

NY Diagnostic Ref. 54814 Requiring Form E-File for 990 and 990PF Generating Erroneously

 

 

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Admin Al
Community Manager
Community Manager

Version 41.0513

  • Fiduciary Louisiana - Removal of watermark for Form 6466

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0519

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)


Individual

MS Client Letter Instructs to Mail Payment When Electronic Payment Selected

MT Form 2 Line 21 Incorrect Credit Reported

NJ Form NJ-630 Populates Amount Different Than Amount Due Than Form NJ-1040

NY General Info Shows $300 Cash Contribution Addback from IT-558 as Credit for Employment of Persons with Disabilities Carryover

OH IT A Page 2 Line 25 Federal Conformity Deductions When Taking 179 on 15-Year Property

OK Form 511NR-1 Line 15 Statement Oklahoma Amount Does Not Reconcile

PA Schedule SP, Section III, Line 1 Omits Disposition Details When Married Filing Separately

 


Partnership 

US E-File Summary Report Includes 8283 SEC B(2) as an XML Only Item

 

 

S-Corporate

MO Apportionment Summary Form Displays Missouri Apportionment Percentage as Decimal

NJ Form CBT 100s Page 7 Schedule C Statement Doubles Expense for M-1 Adjustment

 

 

Corporate

MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN (e-File Schema)

OK 512, Page 3, Line 18, Column B Does Not Follow 163j Limits

 

Fiduciary

US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

MI Form 4 Filing Instructions Indicates No Payment Required Incorrect

NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

 

Exempt

US Checkbox on Form 990, Schedule H, Part V, Line 22d Will Not Check

US Form 990T Remaining NOL Carryover Amount Not Listed on General Information as Expected

US Diagnostic Ref. 55695 Not Clearing When Input Requirements Referenced Are Met

US Unable to Generate Form 8879-EO for Extensions

 

 

Global

TN Form FAE 170 Underpayment Interest Worksheet Uses Old Interest Rate

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0526

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)


Individual

 


Partnership

 

 

S-Corporate

AR Franchise Report - Line 10 Not Limiting Minimum Tax to $150 Shen Authorized Stock is Present

 

Corporate

 

 

Fiduciary



 

Exempt

US Form 2220 Page 4 Line 24 Tax Rate

 

 

Global

 

 

Operators

Lacerte Text Case Will Change From Mixed to Upper or Upper to Mixed on Forms

 

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IntuitBettyJo
Community Manager
Community Manager

 

Version 41.0603

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)


Individual

DE Extension Diagnostic Ref. 54283 Generates Requiring a Checkmark Which Causes an E-file Validation Error

MN Form M1RCR for Part-Year Return, Line 11 Worksheet Calculating Incorrect Percentage

NC E-File Reject NCD400-2800 Schedule PN-1 Must be Attached When Form Not Generating

NH BT-Summary Lines 4a-4c Not Calculated or Printed - Penalties and Interest on LLC Returns

NY Diagnostic Ref. 27813 Generating In Error

NYC UBT Schedule B Line 4 Including Non-UBT Rentals in E-file

FBAR Country Code on Form 114a Incorrect When Firm Located Outside of the US


Partnership

AL Diagnostic Ref. 14008 Generates When No Schedule C Generated

 

S-Corporate

 

 

Corporate

 

 

Fiduciary

NC Schedule K-1 Line 6 is Blank On A Nonresident With Income

 

Exempt

 

 

Global


 

Operators


 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: Version 41.0609

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)


Individual

NH Form DP-160 Does Not Generate When Credit is Present


Partnership

US Input Screen 20.1 Codes 66-69, 73,77,78, 261, and 262 Alternative Fuel Credit Not Flowing as Expected

 

S-Corporate

 

 

Corporate

 

 

Fiduciary

 

 

Exempt

US 990 T Schedule A Includes Amounts Below Zero

 

Global


 

Operators


 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: Version 41.0616

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)


Individual

AZ E-file Reject 740 Not Rounding to 3 Decimal Points

NC Diagnostic Ref. 55796 for Schedule PN Generates for Full Year Resident Returns

 


Partnership

NY Unable to Show Paid Estimates for IT-2658 on Letter Without Creating Negative Amount on the IT-2658

 

S-Corporate

 

 

Corporate

CA Form 3885 Part 1 Line 6 Statement Not Generated Consistently

 

Fiduciary

 

 

Exempt

US Form 990-T Error 479 is Out of Range for OutSeries 61

US Diagnostic Ref. 55687 Will Not Clear When Requirement is Met



 

Global


 

Operators


 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: Version 41.0623

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)


Individual

OK Form 511-NR Final Year S-Corp Loss Not Flowing to Oklahoma Source

 


Partnership

 

 

S-Corporate

 

 

Corporate

 

 

Fiduciary

 

 

Exempt


 

Global


 

Operators


 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: Version 41.0624

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)


Individual

US Client Letter / Filing Instructions Omit Estimate Details

Enhancement - US Form 8879 Line 5 Amount Owed Does Not Foot to the 1040-X Line 20 and the Client Letter

 


Partnership

 

 

S-Corporate

 

 

Corporate

 

 

Fiduciary

 

 

Exempt


 

Global


 

Operators


 

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IntuitBettyJo
Community Manager
Community Manager

 

Special Note: With the 2020 Lacerte program update today on 6/30/2021, you now have the ability to remove the “Do Not File” watermark on the Client Copy of the tax return when using eSignature. For more information on how to use this new feature, click here.

Latest Update: Winops 41.0630, Content 2020.01.64

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)


Individual

KS Form K-40 Interest and Penalties Overstated

KY Estimated Tax E-file Rejection - Agency Did Not Send An Error Code

NYC 579-UBTI Signature Form Does Not Print When Going Through e-File > Print e-File Signature Document

NY Estimates Letter Indicates Estimates will be Mailed

NY IT-370 Reject Due to Missing Drivers License Information

NY Client Letter Estimate Payment Date Overrides Not Present on Letter

NY Form IT-201 line 1 Employee Business Expense Adding Back

NY Form TR-579-IT Prints Name on Signature Line When Set to No

OH Royalties Triggering Diagnostic Ref. 54889

OH F1 Help for Override Field "Retirement income credit [O]" Screen 53.121 Outdated

OR Letter Not Showing Correct Filing Date

 


Partnership

NJ E-File Reject /ReturnState/ReturnDataState/FormPTE100/Body/NJAllocation

 

 

S-Corporate

 

 

Corporate

 

 

Fiduciary

 

 

Exempt


 

Global


 

Operators

Change the REP Pricing Link in REP Wizard

After Update 2020 Program Can't See Certain HP Printers In Settings > Options > Print Selection.

Add Telemetry for Lacerte DB Size and Create a Dashboard

CEF Browser upgrade to version 84

Ability to Turn Off the Watermark on Return Client Copies Attached to eSignature

Post 2019 R10 and in TY20- Lacerte Login Screen Appears as a White Screen With No Way to Log In

 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: 41.0714

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)


Individual

AL Schedule E Statement Does Not Include Depreciation


Partnership

MD Schedule K-1 Section F Line 1 Not Populating

 

 

S-Corporate

CA Form 100S Line 7 Statement Includes EIDL as EDIL

 

Corporate

NJ Form CBT-100 Line 2 Tax Calculation Incorrect on Short Year Returns

 

Fiduciary

 

 

Exempt


 

Global

Maryland Schema, input changes, and diagnostics 

 

Operators

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: 41.0715

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)


Individual

 


Partnership

MD e-file Financial Transaction Reject

 

 

S-Corporate

MD e-file Financial Transaction Reject

 

Corporate

 

 

Fiduciary

 

 

Exempt


 

Global



 

Operators

 

 

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IntuitBettyJo
Community Manager
Community Manager

 

Latest Update: 41.0721

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)


Individual

AZ Form 140X Lines 54d and 54e Not Populating Column C When D is Zero


Partnership

 

 

S-Corporate

MD e-file Financial Transaction Reject

 

Corporate

 

 

Fiduciary

LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12

NC Standard Client Letter Showing Amount Due When Form Not Generated

 

 

Exempt

US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd

US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

 

 

Global

 

Operators

 

 

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Admin Al
Community Manager
Community Manager

Latest Update: 41.0728

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)


Individual

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected


Partnership

AL Composite Filing Form PTE-CK1 Checkbox Missing, Unable to Populate This Page Results in E-file Reject /ReturnState/ReturnDataState
TN Estimate Rounding Not Working as Expected

 

S-Corporate

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected

Corporate

AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer
KY Amended E-file Reject KYSUB-0064 Federal Copy Required
TN Estimate Rounding Not Working as Expected

 

Fiduciary

LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12

NC Standard Client Letter Showing Amount Due When Form Not Generated 

 

Exempt

US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd

US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

 

Global

 

Operators

 

 

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Admin Al
Community Manager
Community Manager

Latest Update: 41.0804

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)


Individual

CA Incorrect Subtraction Occurring on Schedule CA, line 4b for IRA Contribution
NJ Form 1040 line 20a Not Reporting 1/3rd Taxable Pension/IRA Distributions
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer


Partnership

MD Final Form 511 Approved
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

 

S-Corporate

MD Final Form 511 Approved
US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Corporate

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

 

Fiduciary

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer 

 

Exempt

US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

 

Global

 

Operators

 

 

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Admin Al
Community Manager
Community Manager

Latest Update: 41.0811

 

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)


Individual

IN Form IT-40PNR Schedule A Line 15 Column B Not Populating
LA Form IT-540 Schedule E Line 4I Not Using Overridden Amount from IT-540 Line 9
OH Generic City Return Line 8b Statement Omits Other City Details When W-2 Reported - Generic Form R

Partnership

MD Form 511 Page 2 Line 8 Calculation Does Not Add Up
OH IT 4708 Page 5 Shows 12 Dollars of PTE Credit to Each Partner Missing 1 Dollar

S-Corporate

MD K-1, Section D Line 1 Excludes Extension Payment
OK Form 511CR Not Generated and Credit Not Flowing to Form 512-S Line 3 From Form 506

Corporate

MT E-file Reject Error CIT-E107 Missing Supporting Schedule
MT E-file Reject CIT-E107 Missing Attachment

Fiduciary

VA E-File Rejection FORMS-003 with OSTC is Present, References "NY" Missing

Exempt

 

Global

Operators

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: 41.0818

 

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)


Individual

CA Form 3801 AMT Statement Not Matching Numbers to the Related Activities

CA Form 3853 Part II Worksheet Excludes CA Differences in Income for Passthroughs

MN IND Schedule M1M Line 20 Amount Changed and No Longer Flows to K-1

MT E-file Transmission Failure Error 11: Duplicate Attachment Name Triggers Erroneously (Enhancement)

NH Input Field "Form DP-2210 (Ctrl+T)[O]" in Screen 54.312 Does Not Function

NY Form IT-215 Line 10 Amount of 10 Using Recalculated FAGI Appears to be Incorrect

NY E-File Reject Error R0129: "New York State withholding (IT-201/201X line 72 or IT-203/203X line 62) is not equal to the amount on wage and tax statements."

NY Form IT-196 Line 19 Should Be Limited to 60%

NY Form IT-201 Deducts Excess Deduction From an Estate K-1 Twice

US Form 5471 Schedule Q Not Completing Filer Information

 

Partnership

DC Form D-30, Page 4 Schedule G Statement Doesn't Match Total

MD Form 511 Skips Lines 3a/3b When Only Resident Individuals are Present

US Form 5471 Schedule Q Not Completing Filer Information

S-Corporate

NJ NOL Carryover Not Shown and Not Carried Over for Years Prior to 2019

NJ CBT Filling Instructions Do Not Include Payment

US Form 5471 Schedule Q Not Completing Filer Information

 

Corporate

CA NOL is Suspended Based on Line 17 But we Should Use Line 18

US Form 5471 Schedule Q Not Completing Filer Information

Fiduciary

NY IT 205 Page 3 Question F Statement is Masked Where it Was Not in 2019 (Masking)

OK Form 513 Line 3 Column B Does Not Populate If Multi-State/Non Res Checkbox is Checked in Screen 1

US Form 5471 Schedule Q Not Completing Filer Information

Exempt

US Form 5471 Schedule Q Not Completing Filer Information

US Form 990-N Fails Validation And Gives Exception Message When 990-T Is Present "PractitionerPINGrp\EFIN not found" (Return Header)

US E-File Exception Form 990/990-EZ/990-PF While Notes Exist in Screen 62

US Schedule L Page I Part III Column C Prints in Column B

Global

Operators

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Release 10 Version 41.0825

 

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)

Individual

MA Tax Summary Does Not Include Excess Paid Family Leave Withholding

MN M1NR Line 14 Column B Does Not Allow Negative Override

Partnership
S-Corporate
Corporate

IN Form IT-8879C Line 2 Does Not Reflect Line 21 From IT-20

Fiduciary

Exempt

US EF Reject SA-F990T-033 Consolidated Advertising Periodical Income Statement

US Client Letter Shows US Being E-filed When Only CA is Checked for E-file

US Form 990-PF E-file Data Does Not Include the Suite Number

US Form 990-T E-file Rejection SA-F990T-025 for OtherDebtFinancedDeductionAmt when Other Expenses(Ctrl+E) is used on Screen 28

 

Global

Operators

Benefit

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Release 10.5 Version 41.0901

 

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)


Individual

 

Partnership

MD Amended Form 511 Line 13d Input on Screen 70.271 Gets Included on Line 13b

S-Corporate

MD Schedule K-1 Section D, Line 1 Does Not Generate for Nonresidents When There is a Loss

Corporate

AR Net Los Carryover Not Included in General Information for Multi-state Returns

MA Form 355 Line 2 Incorrectly Includes Date of Incorporation

Fiduciary
Exempt

US Form 990-T E-File Rejection Error SA-F990T-025 When Amounts Required Are Present

US Diagnostic Ref. 56030 Generating On All Returns With A 990-PF

MN Form M1SA Line 16 Not Pulling Amount from Schedule A Line 12

Global


Operators
Benefit

Form 5500 E-File Signer ID and PIN Updated

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Release 10.6 Version 41.0902

 

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)


Individual

 

Partnership

 

S-Corporate
Corporate
Fiduciary
Exempt
Global


Operators

Program Security Enhancement

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 41.0909

 

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)


Individual

 

Partnership

OK Input In Screen 19 code 154 Causes Engine Error

S-Corporate

CA Schedule K-1 Line 16c Incorrect for Adjustment with Form 3866

MD Form 510.1 Line 19 Not Totaling Correctly When There's an Overpayment

TX Form 05-15-a Line 15 is Putting a Zero Rather Than the NDI Figure

Corporate

MD Due Date for Estimates Incorrectly Shows 7/15 for 1st and 2nd in All Scenarios

Fiduciary
Exempt
Global


Operators

Estate

US Form Schedule A-1 Line 10 Does Not Display FMV For Schedule G Items If Ratio Is Below 50%

 

 

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