Form 4547 availability

[brien-gregan]

I have several clients who would like to file form 4547 (Trump Accounts) with their tax return.  Unfortunately Lacerte does not have the form available.  All other intuit tax software has the form available.  Even Drake software has the form available.  This delay may cause me to lose clients.  Is anyone else having the same issue?  Does anyone have an update on when Lacerte will make the form available?  I have been unable to get a date or feedback from Lacerte regarding this issue.

[Mrpcpa]

Seems as if Lacerte is always the last of the intuit products to receive forms!

[BobKamman]

I keep asking people how much they're charging to help clients get this free money, and so far no one has answered.  I suspect, without knowing (I should get a job in this Administration, right?) that your clients had never heard of Form 4547 until you told them about it.  It's the financial institutions that are going to profit from this, and they're offering free help to set up the accounts this summer.  Your clients are going to have to deal with them, anyway.  Unless you're a "financial planner" (i.e., commissioned salesperson) after April 15.  

[troubleshooter1]

CA forms have been final and are being utilized by all the other software companies that I have inquired of.  They have been able to file forms since opening day, with the exception of a couple forms that were not final for a day or two. Lacerte has not done the scheduled update for yesterday, 2/4/2025.  LACERTE IS NOW PROJECTING THAT THE NEXT UPDATE WILL NOT BE UNTIL AT LEAST THE 10TH OF FEBRUARY.  At least one of their other, if not 2 out of the 4,  tax software packages have the forms for CA and people are able to file and Print entire returns no problem.  

THIS IS 100% A LACERTE ISSUE.  The fact that they did not send out yesterdays scheduled update AND they have not sent any information to those of us that have bought this product, is more than negligent.  Bad business to treat their customers so unprofessionally.  I have been using this product for over 35 years.  We will finally be making an exodous this year.  It is one thing to blow it or have issues, but it is entirely another to leave us all hanging without any information AND to make the updated forms available for their other software packages.  They obviously do not value their Lacerte customers.

[Kathi_at_Intuit · Accepted solution]

Hi! Thanks for posting in the Community about Form  Form 4547. We wanted to share an update we’ve received from Lacerte. Form 4547 is currently in development and is targeted for release in mid-February.

While this may not fully address the timing concerns for some clients, this is the most up-to-date information available at this time, as a specific release date has not yet been provided. We understand how frustrating this can be and appreciate everyone’s patience as we work to make the form available in the program. Hopefully this helps others who are experiencing the same issue.

[brien-gregan]

Will Lacerte be compensating license holders for the long delay?  Considering pro series (intuit) has had it available for over 1 week and Drake Software has had it available since 1/13?