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How to resolve diagnostics ref. 3808 and ref. 3810 in Lacerte

SOLVEDby IntuitLacerte Tax21Updated September 15, 2021

When working on an Individual (1040) return, you may encounter one or both of the following diagnostics:

"Although the taxpayer has an overpayment of [current tax year] taxes, absent the estimated tax payment(s) made after April 15th, the taxpayer would have owed taxes on April 15th." (ref. #3808)

"Absent the taxpayer's estimated tax payment(s) made after April 15th, the taxpayer would have owed more taxes on April 15th." (ref. #3810)

  1. Click on the Detail tab.
  2. Go to Screen 8, Penalties & Interest (2210).
  3. Enter a Filing Date under the Underpayment Penalty (2210) section.
  4. Scroll down to the Late Return Penalty & Interest section.
  5. Enter calculated amounts in:
    • Interest (1= automatic) (if applicable).
    • Late payment of tax (1= automatic) (if applicable).

Please note that these diagnostics will not disappear, but they will not prevent you from e-filing the return. Payments made after the April 15th deadline are not included for purposes of calculating late payment penalty and interest.

  1. Click on the Detail tab.
  2. Navigate to Screen 6, 20XX Estimated Tax Payments.
  3. Scroll down to the Additional Estimated Tax Payment section.
  4. Delete the date in the Date field, If the date entered is 04/16, 04/17, or 04/18.
    • Lacerte defaults to 04/15, so you can leave the Date field blank.
  1. Click on the Detail tab.
  2. Go to Screen 6, 20XX Estimated Tax Payments.
  3. Scroll down to the Paid with Extension (not later than 04/15/XX) subsection.
  4. Delete the date in the Date field, if the date entered is 04/16, 04/17, or 04/18.
  5. Enter 04/15/20XX in the Date field.

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