The following diagnostic is generating: Depreciation asset # {PrefixNum} : Sale of Home Worksheet - Gain or (Loss), Exclusion and Taxable Gain were not completed because the home was used for business in the year of the sale. See Publication 523 for more information.   My client is active duty military that qualifies to elect suspension of the 5-year test period.  The home has been a rental during the this time.

The following diagnostic is generating:  The sum of the distributive share of subtractions reported for beneficiaries (column A) and fiduciary (column B] on Step 3 of Form IL-1041 must equal the sum of total subtractions reported on Step 5 of Schedule K-1-P, and the total subtractions reported on Step 5 of Schedule K-1-T (pass-thru). Solution:  Go to Screen 25, Passthrough K-1's Scroll to the section titled Illinois Share of IL Additions/Subtractions (EF Only) [IL] Add up all subtractions entered in the Subtraction subsection for all K-1's Go to Screen 55.071, Illinois Modifications In the field labeled Distributive share of subtractions, enter the total of all subtractions from all K-1's    

The following diagnostic is generating: When a Credit for Income Tax Paid to Another State is present on Form 80-105, line 18, Mississippi requires a copy of the Other State return to be attached as a PDF for electronic filing.   Solution: Help Article

The following diagnostic is generating: When a Pass-through entity credit or withholding is reported on the Ohio Schedule of Credits, Refundable Credits section, the Ohio PTE Form Type (1=IT1140, 2=IT4708, 3=IT4708, 4=Other) must be entered in the pass-through K-1's screen. Solution: Find the Ohio Form Type field on Screen 20.1, Line 15 (partnership K-1s), Screen 20.2, Line 13 (S corp K-1) , or Screen 20.3, Line 13 (estate or trust K-1s) in the individual module.

The following diagnostic is generating: Electronic Filing does not allow more than 7 credit for taxes paid to another state credits. If this return contains more than 7 credits, you must file as a conventional paper return. Solution: Paper file if diagnostic is correct. Help Article 

The following diagnostic is generating: Form 8283: Form 8283 is required for each Passthrough K-1 with noncash contributions over 500 total. Please enter Form 8283 information and link it to the corresponding Passthrough K-1. Once it is linked, the Fair Market Value (FMV) will automatically transfer to Form 8283. If you need to allocate noncash contributions from a single K-1 across multiple Form 8283s, please manually adjust (override) the FMV on the respective Form 8283s. Solution: What This Means: Unnumbered Lists If a Passthrough K-1 reports noncash charitable contributions exceeding $500, Form 8283 must be filed. You need to link Form 8283 to each relevant K-1. Help Article 

The following diagnostic is generating: The Lacerte electronic filing program will not allow an entry to the "Resident credit [O]" (code 19) override field. Please remove the input or the return will be rejected by the state. Solution: In Lacerte go to State & Local menu >Screen 52 Other State Tax Credit> New York remove the override in "Resident credit [O] (code 19)". Critical, will prevent e-file transmission.

My client made an excess contribution to a Traditional IRA. LaCerte is saying that Form 5329 is required if the contribution is not withdrawn before the original, UNEXTENDED due date of the return. The Form 5329 instruction say that you can withdraw the contribution by the EXTENDED due date of the return. Which one is correct?

The following diagnostic is generating: e-file: Input exists for Schedule 1 line 24z, Other Adjustments. The IRS instructions for Schedule 1 line 24z state to leave this line blank. Please remove the input. Solution: Click on the diagnostic from the Diagnostics tab or navigate to Deductions>Screen 24 Adjustments to Income>Other Adjustments. Remove any entries in Other (Ctrl+E) (code 19) Per Form 1040 Instructions for Schedule 1 page 95, Line 24z: Leave line 24z blank.

The following diagnostic is generating: S-Corporation # {PrefixNum} : AMT prior year passive losses have not been entered. Solution: Note: Record the S-Corp number listed in the diagnostic. Option 1: From the Diagnostics tab Open the Diagnostics tab. Click the diagnostic message for the S-Corp. Enter the amount in AMT > Ordinary or rental loss. Option 2: Navigate directly Go to Screen 20.2 Passthrough K-1s – S Corporation. Select the S-Corp referenced in the diagnostic. Scroll toPrior Year Unallowed Passive Losses > AMT > Ordinary or rental loss and enter the AMT amount.

"e:file:  The entry in "Daytime Telephone #" in the Taxpayer Contact Information section of Client Information is missing.  Even though it may appear to be present with a selection of "Work", please access Client Information, select the drop down arrow next to this field and re-select the proper Daytime Telephone number value.  (ref. #56884) There does not appear to be any way to remove this diagnostic without removing the date of death field.  Lacerte will not accept a phone number entry in any field (home, work or mobile) without a critical diagnostic if the date of death is entered.  When the date of death is removed, the diagnostic disappears.  Any ideas on how to remove the diagnostic while keeping the date of death entered for the deceased taxpayer? 

The following diagnostic is generating: Georgia state withholding tax account number missing. Can anyone help with GA - Ref #25917? It's giving me a Critical e-File Diagnostic for the GA W/H Tax Account # but my client only does sales in GA but does not have employees. Is there a way around this?

The following diagnostic is generating: Form 511NR: The amount on Schedule 511NR-B, line 15 (Oklahoma Income PTE) Federal Amount Column (Federal Amount) cannot be greater than Oklahoma Amount Column (Oklahoma Amount). This return will need to be paper filed.

The following diagnostic is generating: For electronic filing, negative amounts are not allowed on Form 3800, Part I. US Part I showed as negative amount but it should not have been. There is no way to correct or override this. I double checked the entire return and cannot locate that negative balance.

Has anyone encountered this problem recently in Lacerate 24 where, while working, an error pops up, and then if you close the error, the columns in the client section vanish, leaving a blank page until you reopen the column manager, re-add all the columns, and then everything appears as normal again until the issue happens once more.  

When the Massachusetts return is printed as a pdf or paper, the social security numbers and phone numbers are incorrect.  If you look at the forms in the program, the numbers are correct.  This need to be corrected.  Our client almost used a pay voucher with the incorrect social security number.

The following diagnostic is generating: MN return. e-file: Form M1M with Other Additions is not allowed for Minnesota e-file. I removed the bonus depreciation amount from the other additions screen. I also went to all of the seemingly empty fields and made sure there was nothing in them. So the diagnostic is nonsense. If will prevent us from filing this very small return electronically. The MN amounts are from a K-1. I will probably choose to just not file, as I have no confidence that the state will be able to process the MN return. If I attach the FD return to this filing, it will be nearly 100 pages. Is that really worth preventing an e-file for some miniscule amount. As I say, I have deleted all of the other additions. There are no subtractions. Still cannot resolve this obscure diagnostic.