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Comparing Lacerte and ProSeries and ProConnect Tax

SOLVEDby IntuitProConnect Tax91Updated November 23, 2021

Down below we will go over the key differences in features between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:

Complex Calculations in Intuit Products Comparison:

Form ProConnect Tax
ProSeries Lacerte
SEP/Keogh/SIMPLE Contribution X X X X
Passive Activities X X X X
Alternative Minimum Tax X X X X
Household Employment Taxes X X X X
Suspended Losses X X (not at risk) X X
Partial Rental Ownership X X X X
Tax Preference Items (AMT) X X X X
Amended Returns X X X X
Estimated Payments X X X X
Charitable Contribution Limitations X X X X
Lump Sum Distributions X X X X
Carryovers X X (not at risk) X X
Business Use of Home X X X X
Education Optimizer X X X X
Employee Stock Options X X
401(k) Optimizer X X
Vacation Homes X X X X
Like-Kind Exchanges X X X X
Net Operating Losses X X X
Publicly Traded Partnerships X X X
At-Risk Limitations Form 6198 X X X
Form 8271: Tax Shelter reporting form X X X
Married Filing Joint /Split Report X X X
Form 1045: Application for Tentative Refund
(and related worksheets)
Form 5884: Work Opportunity Credit X X X
Form 6765: Increasing Research Credit X X X
Form 8845: Indian Employment Credit X X X
Form 8846: Employer Tip Credit X X X
Form 8861: Welfare to Work Credit X X X
Form 8594: Asset Acquisition Statement X X X
For 4970: Tax on Accumulation Distribution of Trusts X X X
Form 4852: Substitute Form W-2 or Form 1099-R X X X
Form W-7P: Application for Preparer Tax Id Number X X
Form 8821: Tax Information Authorization X X X
Late Penalties and Interest Worksheet X X X
Form 2848: Power of Attorney X X X
Form 8850: Prescreening notice for Work Opportunity
Form 8859: DC First-Time Home buyer Credit X X X
Form 8881: Credit for Small Employer Pension Plan
Startup Costs
Oil & Gas Depletion X
Consolidated Corporate Returns X

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