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Level 2
August 29, 2025

Apartment # not generating in 709 Module

  • August 29, 2025
  • 2 replies
  • 20 views

This week we had a client not receive a Gift Tax return we sent them because the slipsheet Lacerte generated did not include their apartment number.  Upon further investigation, we saw it was getting left out of the client letter as well.  This only appears to be an issue with Gift Tax returns - when I tested it in the 1040 module, the apartment number was included just fine.

From my initial research, the [CLIENTADDRESS] keyword in the letter template should include the apartment number but it's not for the Gift Tax returns.  I did notice that the "Apartment Number" box wasn't even there in the 2023 software, we just added them on the main address line so it printed correctly.  I'm guessing when this box was added it wasn't connected to the keyword on the back end as it should have been.  Is there a fix for this issue?

    2 replies

    BobKamman
    Level 15
    August 29, 2025

    "the "Apartment Number" box wasn't even there in the 2023 software, we just added them on the main address"

    Do the same this year and hope that by next year it's fixed.  

    Kathi_at_Intuit
    Moderator
    September 3, 2025

    Hi @kbroccoli Thanks for posting in the community. This has been reported to development, however there is no estimated time when/if this will be fixed. If there is an update we will reply to this post. Thank you @BobKamman for posting a solution for this. 

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