forms and calculation not in Lacerte

NYtaxwoman · ‎10-15-2020

Hi:

I would like to know why Forms 8992, 3520, and 8858 are not available in the individual modules (though 8858 is available for partnerships). I would also like to know why the actual calculations are not done for form 8621 for PFIC's. Rather they must be inserted. Each of these forms and/or calculation sets are available in tax software that charges what Lacerte charges.

Thanks in advance for the answers to these qustions.

Susan Lee

IntJimmy · ‎10-15-2020

Form 8992 is currently included in the Lacerte 1040 module. We will forward the other form/calculation requests on to our tax developers. Thank you for your feedback.

MH1 · ‎09-24-2022

And 2 years later, they are still not available. Are there any expectations of these forms being added?

sjrcpa · ‎09-24-2022

I would say No.

The more I know the more I don’t know.