Latest Update: Version 45.0005 - Operators Release 1.1

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Global:

• 2022 Through 2024 Lacerte Tax Opens Without Requiring Sign-In and/or Displays a 2019 Splash Screen
• Lacerte Appointment Manager: Appointments in 2023 Disappear After Bridging

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

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

Latest Update: Version 45.0006 - Operators Release 1.5

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Global:

• General program updates in preparation of Tax Year 2024

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

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

Latest Update: Version 45.0007 - Operators Release 2

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Global:

• Intuit Tax Advisor Pop-Up Locks Lacerte
• Lacerte Appointment Manager: Appointments in 2023 Disappear After Bridging

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

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

Latest Update: Version 45.0004

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual:

• AR Error While Getting Calculation Data from Engine

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

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

Latest Update: Version 45.0005

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual:

• MT MFJ Split Calculation Error When Montana is Present

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

Latest Update: Version 45.0008 - Operators Release 2.5

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual:

• US Organizer Keyword for Preparer From Appointment [APPTPREP] Not Included in Client Letter

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

Latest Update: Version 45.0006

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AL First Release with Watermark
• AR First Release with Watermark
• CT First Release
• DE First Release with Watermark
• FL First Release with Watermark
• GA First Release
• HI First Release with Watermark
• IL First Release with Watermark
• IN First Release with Watermark
• KS First Release
• KY First Release
• LA First Release with Watermark
• MA First Release with Watermark
• MD Second Release with Watermark
• ME First Release with Watermark
• MI First Release with Watermark
• MN First Release with Watermark
• MO First Release with Watermark
• MS First Release with Watermark
• MT First Release with Watermark
• NC First Release
• ND First Release
• NE First Release with Watermark
• NH First Release with Watermark
• NJ First Release with Watermark
• NM First Release with Watermark
• NY First Release with Watermark
• OH First Release with Watermark
• OK First Release with Watermark
• OR First Release with Watermark
• PA First Release with Watermark
• SC First Release with Watermark
• TN First Release
• TX First Release
• US First Release with Watermark
• VA First Release with Watermark
• VT First Release with Watermark
• WI First Release with Watermark
• WV First Release with Watermark

Estate

• FL First Release with Watermark
• NY First Release with Watermark
• US Line 7 Worksheet

Exempt

• IL First Release with Watermark
• NY First Release with Watermark
• US First Release with Watermark

Fiduciary

• AL First Release with Watermark
• AR First Release with Watermark
• AR Validation Failure Error Code 24 When Trying to E-file
• AL First Release with Watermark
• CT First Release
• DE First Release with Watermark
• FL First Release with Watermark
• GA First Release
• HI First Release with Watermark
• IL First Release with Watermark
• IN First Release with Watermark
• KS First Release
• KY First Release
• LA First Release with Watermark
• MA First Release with Watermark
• MD First Release
• ME First Release with Watermark
• MI First Release with Watermark
• MN First Release with Watermark
• MO First Release with Watermark
• MS First Release with Watermark
• MT First Release with Watermark
• NC First Release
• ND First Release
• NE First Release with Watermark
• NH First Release with Watermark
• NJ First Release with Watermark
• NM First Release with Watermark
• NY First Release with Watermark
• OH First Release with Watermark
• OK First Release with Watermark
• PA First Release with Watermark
• SC First Release with Watermark
• US First Release with Watermark
• VA First Release with Watermark
• VT First Release with Watermark
• WI First Release with Watermark
• WV First Release with Watermark

Gift

• US First Release with Watermark

Individual

• AL First Release with Watermark
• AR First Release with Watermark
• CT First Release with Watermark
• DE First Release with Watermark
• FL First Release with Watermark
• GA First Release
• HI First Release with Watermark
• IL First Release with Watermark
• IN First Release with Watermark
• KS First Release
• KY First Release
• LA First Release with Watermark
• MA First Release with Watermark
• MD First Release
• ME First Release with Watermark
• MI First Release with Watermark
• MN First Release with Watermark
• MO First Release with Watermark
• MS First Release with Watermark
• MT First Release with Watermark
• ND First Release
• NE First Release with Watermark
• NH First Release with Watermark
• NJ First Release with Watermark
• NM First Release with Watermark
• NY First Release with Watermark
• OH First Release with Watermark
• OK First Release with Watermark
• PA First Release with Watermark
• SC First Release with Watermark
• TX First Release
• US First Release with Watermark
• VA First Release with Watermark
• VT First Release with Watermark
• WA First Release with Watermark
• WI First Release with Watermark
• WV First Release with Watermark

Partnership

• AL First Release with Watermark
• AR First Release with Watermark
• CT First Release
• DE First Release with Watermark
• FL First Release with Watermark
• GA First Release
• HI First Release with Watermark
• IL First Release with Watermark
• IN First Release with Watermark
• KS First Release
• KY First Release
• LA First Release with Watermark
• MA First Release with Watermark
• MD First Release
• ME First Release with Watermark
• MI First Release with Watermark
• MN First Release with Watermark
• MO First Release with Watermark
• MS First Release with Watermark
• MT First Release with Watermark
• NC First Release
• ND First Release
• NE First Release with Watermark
• NH First Release with Watermark
• NJ First Release with Watermark
• NM First Release with Watermark
• NY First Release with Watermark
• OH First Release with Watermark
• OK First Release with Watermark
• PA First Release with Watermark
• SC First Release with Watermark
• TN First Release
• TX First Release
• US First Release with Watermark
• VA First Release with Watermark
• VT First Release with Watermark
• WI First Release with Watermark
• WV First Release with Watermark

S Corporation

• AL First Release with Watermark
• AR First Release with Watermark
• CT First Release
• DE First Release with Watermark
• FL First Release with Watermark
• GA First Release
• HI First Release with Watermark
• IL First Release with Watermark
• IN First Release with Watermark
• KS First Release
• KY First Release
• LA First Release with Watermark
• MA First Release with Watermark
• MD First Release
• ME First Release with Watermark
• MI First Release with Watermark
• MN First Release with Watermark
• MO First Release with Watermark
• MS First Release with Watermark
• MT First Release with Watermark
• NC First Release
• ND First Release
• NE First Release with Watermark
• NH First Release with Watermark
• NJ First Release with Watermark
• NM First Release with Watermark
• NY First Release with Watermark
• OH First Release with Watermark
• OK First Release with Watermark
• PA First Release with Watermark
• SC First Release with Watermark
• TN First Release
• TX First Release
• US First Release with Watermark
• VA First Release with Watermark
• VT First Release with Watermark
• WI First Release with Watermark
• WV First Release with Watermark

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

Latest Update: Version 45.0115 - Operators Release 3.5

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AL Release with Watermark
• CT Release with Watermark
• MO Release with Watermark
• MS Release with Watermark
• NE Release with Watermark
• NY Remove NYS Watermark
• OK Release with Watermark
• VT Updated Watermark
• WV Remove Watermark

Estate

• US Updated Watermark

Fiduciary

• AL Release with Watermark
• CT Release with Watermark
• HI Schedule K-1 Package Instructions
• LA Release with Watermark
• MD Updated Watermark
• MO Release with Watermark
• MS Release with Watermark
• NC Release with Watermark
• NE Release with Watermark
• NJ Remove NJ-1041 Watermark
• OK Release with Watermark
• US Schedule K-1 Instructions & New K-1 Instruction Page 5
• VT Remove Watermark
• WV Remove Watermark

Individual

• AL Release with Watermark
• CT Release with Watermark
• GA Watermark Updates
• KS Watermark Updates
• LA Release with Watermark
• MD Updated Watermark
• NC Updated Watermark
• NE Release with Watermark
• NJ Remove Watermark NJ-1040/X
• NY Remove Watermark NYS
• OH Release with Watermark
• OK Release with Watermark
• PA Remove Change Form Watermark
• VT Remove Watermark
• WV Remove Watermark

Partnership

• AL Release with Watermark
• HI Schedule K-1 Package Instructions
• LA Release with Watermark
• MD Updated Watermark
• MO Release with Watermark
• NC Updated Watermark
• ND Schedule K-1 Package Instruction
• NE Release with Watermark
• NY Remove Watermark from NYS
• OH Updated Watermark
• OK Release with Watermark
• PA Remove Watermark
• SC Remove 1099-MISC Watermark
• TN Update Watermark
• US Schedule K-1 Package Instructions
• VT Update Watermark
• WV Remove Watermark

S Corporation

• AL Release with Watermark
• DE Release with Watermark
• HI Schedule K-1 Package Instructions
• KS Update to Watermark
• MD Update to Watermark
• MO Release with Watermark
• MS Release with Watermark
• NC Update to Watermark
• ND Schedule K-1 Package Instructions
• NE Release with Watermark
• OH Update to Watermark
• OK Release with Watermark
• PA Remove Watermark
• SC Remove 1099-MISC Watermark
• TN Update Watermark
• VT Update to Watermark
• WV Remove Watermark

Global

• A Hosted Survey pop-up was inadvertently included in the most recent update release that was distributed to all customers. Immediate action has been taken to remove the pop-up. We appreciate your understanding as we continue to work on enhancing your experience with our services.
• Lacerte Not Updating or Error Received "Please try again later"
• Lacerte Hosted Users Unable to Email Client Copy

Updated! The Lacerte Tax Form Availability Tool is available with Watermark Status, Ready for Print, and a link to Ready for E-file dates.

Latest Update: Version 45.0122

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• KY Release with Watermarks
• MD Release with Watermarks
• NC Release with Watermarks
• OH Release with Watermarks
• RI Release with Watermarks
• TX Release with Watermarks

Fiduciary

• CT Release with Watermarks
• GA Release with Watermarks Form 500UET, Bene Information, Passive Worksheet, OSTC Worksheet
• KY Release with Watermarks
• MD Release with Watermarks
• OH Release with Watermarks

Individual

• CT Release with Watermarks; Form 8801 Exception and Threshold Amounts
• IL Release with Watermarks
• IN Release with Watermarks
• KS Release with Watermarks
• KY Release with Watermarks
• MA Release with Watermarks
• ME Release with Watermarks
• MI Release with Watermarks includes Cities
• MN Release with Watermarks
• MT Release with Watermarks
• NC Watermark Update
• NM Release with Watermarks
• OH Release with Watermarks
• TX Release with Watermarks
• WI Release with Watermarks

Partnership

• GA Partner Summary with Watermark
• KY Release with Watermarks
• MD Release with Watermarks
• NC Watermark Update
• OH Release with Watermarks
• TX Release with Watermarks

S Corporate

• GA Partner Summary with Watermark
• KS Release with Watermark
• KS Form K-120S Page 2 Lines 31 and 32 Electing Passthrough Entity Tax
• MD Release with Watermarks; Form 500UP
• NC Release with Watermarks
• OH Release with Watermarks
• TX Release with Watermarks
  

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates around 01-12-2025.

Latest Update: Version 45.0124

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AL Release with Watermark
• AR Release with Watermark
• DE Release with Watermark
• FL Release with Watermark Updated
• GA Release with Watermark, Main Form
• IL Release with Watermark
• KY Release with Watermark
• LA Release with Watermark
• MA Release with Watermark, Schedule U-CS
• MD Release with Watermark, Form 500CR
• MN Release with Watermark
• MO Release with Watermark
• MS Release with Watermark
• NH Release with Watermark
• OH Release with Watermark
• TX Schema Update
• US Release with Watermark, Form 1120H E-file Diagnostic
• VA Release with Watermark
• VT Release with Watermark
• WI Release with Watermark, Form 6

Exempt

• IL Release with Watermark
• US Release with Watermark

Fiduciary

• AL Release with Watermark
• AR Release with Watermark
• CT Release with Watermark
• FL Release with Watermark
• IL Release with Watermark
• KY Release with Watermark
• MA Release with Watermark
• MN Release with Watermark
• MO Release with Watermark
• MS Release with Watermark
• NE Release with Watermark
• NH Release with Watermark
• NY Release with Watermark
• OK Release with Watermark
• OR Release with Watermark
• SC Release with Watermark, Form 2210
• US Release with Watermark
• VA Release with Watermark
• WI Release with Watermark

Individual

• AL Release with Watermark
• AR Release with Watermark
• DE Release with Watermark
• FL Release with Watermark
• KY Release with Watermark
• LA Release with Watermark
• MD Release with Watermark, Form 500CR
• MI Release with Watermark, City Exemptions and City Watermarks
• MO Release with Watermark
• MS Release with Watermark
• ND Release with Watermark
• NE Release with Watermark
• NH Release with Watermark
• OH City Updates
• OK Release with Watermark
• SC Release with Watermark, Form 2210
• TX Schema Update
• US Release with Watermark
• VA Release with Watermark
• VT Release with Watermark, Form 4562

Partnership

• AL Release with Watermark
• DE Release with Watermark
• FL Release with Watermark
• GA Release with Watermark, Main Form
• IL Release with Watermark
• KY Release with Watermark
• LA Release with Watermark
• MA Release with Watermark
• MD Release with Watermark, Form 500CR
• MN Release with Watermark
• MO Release with Watermark
• MS Release with Watermark
• NH Release with Watermark
• OH Release with Watermark
• OK Release with Watermark
• TX Schema Update
• VA Release with Watermark
• VT Release with Watermark
• WI Release with Watermark

S Corporate

• AL Release with Watermark
• CO Release with Watermark
• DE Release with Watermark
• FL Release with Watermark
• IL Release with Watermark
• KY Release with Watermark
• MA Release with Watermark
• MD Release with Watermark, Form 500CR
• MN Release with Watermark
• MO Release with Watermark
• MS Release with Watermark
• NH Release with Watermark
• OH Release with Watermark
• OK Release with Watermark
• OR Critical E-file Diagnostic Ref. 40771 Generates Erroneously
• TX Schema Update
• VA Release with Watermark
• VT Release with Watermark
• WI Release with Watermark

New experience! Lacerte 2024 introduces a new update method. Background updates is on by default, and automatically checks for and downloads updates. When an update is ready, you'll be asked to close Lacerte to apply it. For more information, see New for 2024: Lacerte Background updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0128

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AZ Input Sheet Updates
• OH Update to Watermarks
• TN Form FAE 170 Page 5 Line 36 Populates Erroneously
• US Client Letter Indicates Paper File When E-file is Marked

Fiduciary

• GA Release with Watermarks Form 501/501X

Individual

• OH Release with Watermarks
• IA Late Penalty and Interest Input is Labeled as 2022 instead of 2023

Partnership

• IA Late Penalty and Interest Input is Labeled as 2022 instead of 2023
• NY Update to Watermarks
• OH Update to Watermarks

S Corporate

• GA Update to Watermarks
• NJ E-file Schema Updates
• NY Update to Watermarks

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0129

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Today's update includes general program updates for Individual, Partnership, and S Corporation in preparation for the 2024 tax year.

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0131

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate & S Corporate

• AK Updates to Watermark

General 

• This update also includes general program updates including e-file schema updates and regular security updates.

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0203 Release 3.6

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operator Program Updates

• All Tax Types Printing Any Return to DMS Duplicates All Bookmarks
• Printing Email (PDF) Prints “DEMO” Watermark on All PDFs When No Watermark Set

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0204

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• AZ Government Instructions
• CA Input Sheets, Form 3840, and Watermark Updates
• DC Input Sheets and Watermark Updates
• HI Form 4684 Watermark Updates
• IA Watermark Updates
• IN Input Sheets
• KY Watermark Updates
• LA Watermark Updates
• MA Watermark Updates
• ME Watermark Updates
• MI Watermark Updates
• MO Watermark Updates
• ND Watermark Updates
• NE Watermark Updates
• NM Watermark Updates
• NY Form NYC-200V Watermark Updates
• OR Government Instructions
• PA Philadelphia Watermark Updates
• RI Schedule D Watermark Updates
• TN Watermark Updates

Exempt

• CA Form 3840, Watermark Updates
• US 990-T Graphics

Fiduciary

• AR Federal W-2 Updates
• AZ Form 4136 Updates
• CA Form 3840, Watermark Updates
• DC Form 4136 Updates
• GA Form 4136 Updates
• IA Watermark Updates
• ID Form 4136 Updates
• IN Form 4136 Watermark Updates
• LA Watermark Updates
• MA Form 8826 Updates
• ME Watermark Updates
• MI Watermark Updates
• MN Input Sheets
• MO Watermark Updates
• MS Form 4136 Updates
• MT Watermark Updates
• NE Watermark Updates
• NM Watermark Updates
• NY Form NYC-200V, Form 4136, Watermark Updates
• OR Government Instructions, METBIT
• US Watermark Updates
• UT Form 4136 Updates
• VA Watermark Updates
• WI Form 4136 Watermark Updates

Gift

• US Form 709 Letter Instructs Spouse to Sign Line 18
• US Form 8892 Updates

Individual

• AL Watermark Updates
• CA Watermark Updates
• DC Input Sheets, Watermark Updates
• IA Form IA 1040, Schedule 1, Line 7 Includes Military Retirement Income Reported on Line 4
• IA Watermark Updates
• IN Form 8879 E-file Instructions
• LA Watermark Updates
• MN E-file Schema Updates
• MO Watermark Updates
• MT Form 2 Suppresses When Entry is Made in Client Organizer Type
• NE Watermark Updates
• NY Form IT-653 Suppresses Subsequent PTET Credits From Same PTET Entity
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT
• OR Form OR-VSI Generates E-File Diagnostic Ref. 60943 and Ref. 60944 Indicating Missing Details
• PA Philadelphia Watermark Updates
• US Watermark Updates
• UT Input Sheets
• WA Watermark Updates
• WI Form 2441 Updates

Partnership

• CA Form 3840, Watermark Updates
• DC Watermark Updates
• IA Watermark Updates
• ID Government Instructions
• IL Schedule K-1 Instructions
• IN Input Sheets
• KS Removed Form K-34
• LA Watermark Updates
• MA Form 8824 Update
• ME Watermark Updates
• MO Watermark Updates
• MT Input Sheets
• NE Watermark Updates
• NY Form IT-611.2 Not Generating When Requirements Met
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT
• PA Philadelphia Watermark Updates
• TN Watermark Updates
• US Watermark Updates
• WV Form TC

S Corporation

• CA Form 3840, Watermark Updates
• DC Watermark Updates
• IA Watermark Updates
• ID Government Instructions
• IL Schedule K-1 Instructions
• IN Schedule Comp
• KS Removed Form K-34
• LA Watermark Updates
• MA Form 8824
• MO Watermark Updates
• ND Watermark Updates
• NJ Watermark Updates
• NY Form NYC-200V Watermark Updates
• OR Government Instructions, Form METBIT and Form METBIT20S Instructions
• TN Watermark Updates
• WV Form TC

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0206 - Release 4

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators:

• US Link to View Previously Imported E-organizer Data Missing From Client Contents Tab
• General updates to program performance and general security updates

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0206

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• CA Watermark Updates
• CO Watermark Updates

Exempt

• CA Watermark Updates
• US E-file Reject Error "/Return/ReturnData/IRSPayment/PaymentAmt" When Return Not on Extension

Fiduciary

• CA Watermark Updates
• CO Government Instructions and Watermark Updates
• CT Watermark Updates
• KS Watermark Updates
• NC Form 4136 Watermark Updates
• ND K-1 Instruction and Watermark Updates
• RI PTE Instructions

Individual

• CA Watermark Updates
• CO Watermark Updates
• MT EIC Incorrect For Tribal Members Unable to Override
• MT Schedule 2EC Gross Household Income Amounts form Lines 2, 4 and 6 Are Incorrect
• NH Diagnostic Ref. 46264 Generates When Name of Payer is Entered
• GA Exception Error When Printing Return

Partnership

• IA Form IA 1065 Page 4 Part 5 Line 29 PTET is Negative
• OK Watermark Updates

S Corporation

• CA Form 3840 Watermark Updates
• IA Form IA 1065 Page 4 Part 5 Line 29 PTET is Negative

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0211 - Release 4.1

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators:

• Lacerte Appointment Manager - When Browsing Appointments Clients Slow to Load
• Trial Balance Utility - Indicates Posted Data to Return Successfully When No Data Present

Corporate

• KS Diagnostic Ref. 59631 Generates Erroneously
• US Federal "e-file Instructions" Form Will Not Generate

Individual

• CA E-file Validation Error ATEExceptionMessage: OtherPropertyGivenUpDesc Not Found
• CA Diagnostic Ref. 60808 Generates When IRA Deduction Appears to be Incorrect
• CT Diagnostic Ref 30029 Triggering Erroneously
• IA E-file Acceptance Letter Indicates No Amount Due When Amount is Due

Partnership

• NJ Form NJ-1065 Partner's Directory Line K Not Allocated Based on Partner Percentages (Schedule NJK-1 Line 4 Also Affected)

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0213

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual

• VT Child Care Contribution Calculated Incorrectly When Section 179 Present
• WV Diagnostic Ref. 45535 Generates for Schedule SAAM-1 When Not Applicable to the Return

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0218

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Fiduciary

• MD Form 504 Truncates the Decedent's Social Security Number

Individual

• US Dates on Screens 26.2 (Series 8284) and 26.3 (Series 8285) Default to 2025

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0219 Release 4.5 (Available 2/20)

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators

• Print to DMS - Drops PDF File in Random Locations on File System Instead of Sending to DMS Database

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0220

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual

• NE Form 2210N Line 2 Excludes 2023 Prior Year School District Tax Credit From Screen 8
• US Dates on Screens 26.2 (Series 8284) and 26.3 (Series 8285) Default to 2025

Partnership

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%
• NY Form IT-204-LL Indicator Check Mark on Client List Not Present When NY Not Set as Database State

S Corporate

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

Updated! The Lacerte Tax Form Availability Tool will be available with Watermark Status, Ready for Print, and Ready for E-file dates. This tool is updated regularly by our development teams and considered the single source of truth for form release dates. For e-file availability, click the e-file link available in the Lacerte Tax Form Availability Tool located in the upper right hand corner of the page.

Latest Update: Version 45.0221

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• PA Form RCT-101 Section C Line 3 Additions Not Displayed When Entities Owned by a Corporation is Present

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

Latest Update: Version 45.0221

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Corporate

• PA Form RCT-101 Section C Line 3 Additions Not Displayed When Entities Owned by a Corporation is Present

Latest Update: Version 45.0222

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Individual

• Updates to Montana

Latest Update: Version 45.0225

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Fiduciary

• CT Form 1041-V is not printed When Print Setting for Only E-File Forms in Complete Return is Yes
• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

S Corporate

• MD Schedule K-1 Page 1 Truncates the Distributive Percentage 1 from 100%

Individual

• IA General Info Shows $1 Iowa "Prior AMT Net Operating Loss" Carryover
• NY Form IT-204-LL Indicator Checkmark on Client List Not Present When NY NOt Set as Database State
• NY CT 200 V Prints twice

S Corporation

• NY CT 200 V Prints twice

Latest Update: Version 45.0227

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Partnership

• MN Schedule KPI/KS Page 3 Lines 40 Not Matching Federal K-1 When Disposition of Prior 179 Exists
• OR E-file Wizard Indicates "Paper Check" Payment Method on Oregon PTE Return With Overpayment Applied

S Corporation

• AR Form AR1100S Section 179 Depreciation Incorrectly on Line 20
• MN Schedule KPI/KS Page 3 Lines 40 Not Matching Federal K-1 When Disposition of Prior 179 Exists

Latest Update: Version 45.0304

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Exempt

• US Form 990-T Schedule A Line Part 1 Line 12 Statement Blank When Using Other Income Override

Partnership

• OR Exception Error Validating Oregon PTE With V45.0227

S Corporation

• PA BIRT Filing Instructions Include Conflicting Information

This update available March 4, 2025.

Latest Update: Version 45.0306 - Release 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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators

• Error When Printing to PDF or DMS "Printer Not Activated Error -41" (2024 ONLY)
• US K-1 Export Not Prompting to Import When Changes Present

Corporate

• IA Exception Error Validating Iowa IA 1120 For Homeowners Association And De Minimis Election

Fiduciary

• DE Form FID-TAX, Schedule A, Line 6 Worksheet Includes Non-Delaware Expense of Sale
  IN IT-41 Indiana Fiduciary Firm Info Printing With Entity Name

S Corporate

• MO Form MO-PTE Page 4 Doesn't List PTE Credit Amount When Shareholders with EINs Are Present

Individual

• NM Form RPD-41359 Not Generating When Composite or Entity Level Tax is Withheld
• OK Schedule 511-NR-A Line 7 Federal Amount Displayed for Bonus Depreciation Addback
• US Form 8853 Page 2 Line 21 Overstated

Partnership

• MD Form 510 Page 3 Code Number Incorrect For Investment Partnership And Sch K-1 Line D1 Incorrectly Completing

This update available March 6, 2025.

Latest Update: Version 45.0311 - Release 5.1

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Fiduciary

• DE Form FID-TAX, Schedule A, Line 6 Worksheet Includes Non-Delaware Expense of Sale
• US Nonpassive Farm Partnership K-1's QBI Loss Disallowed Overstated

Individual

• AZ Form 321 Missing Qualified Charity Code
• CO Form DR 0104PN Page 3 Line 26 Includes DR 0104 Page 3, line 4 Standard or Itemized Deduction
• HI State Tax Refund Worksheet Shows Incorrect Amount

S Corporate

• CO Form DR 0106K Incorrectly Generating Column B for Residents With SALT Election

Operators

• Trial Balance Utility - Indicates Posted Data to Return Successfully When No Data Present - Issue Persists After R4.1 release on 2/11/2025
• SSO Sign In Widget Skipped When Other Years Not Open
• Exception Error When Printing K-1 Package

This update available March 11, 2025.

Latest Update: Version 45.0313

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Exempt

• US Diagnostic Ref 8049 Triggered Unexpectedly

Individual

• AZ Form 352 Part 1 Column B Qualifying Foster Care Charity Code
• HI State Tax Refund Worksheet Shows Incorrect Amount
• MA Schedule X Line 2 - Calculation Challenge
• NY Form IT-201 Line 20 Including Amortizable Bond Premium on Tax-Exempt Bonds
• OH City of Sidney Tax Rate Displays Amount for 2025
• PA NRK-1 Prints Spouse SSN Instead of Taxpayer SSN
• NY E-File Reject R1088 for IT-661 When Credit is Present

Update available March 13, 2025

Latest Update: Version 45.0314 - Release 5.2

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).
Stay up-to-date on trending articles and information with Lacerte Hot Topics.

Operators

• SSO Widget Delayed After Latest Update

This update available March 14, 2025.