Forms final???

[CPATIM]

When will Lacerte finalize all the forms?  I have a backlog of returns that are ready but diagnostics are telling me that forms and/or instructions are not final.  Come on!  The IRS opened up a week ago.  They must have the forms final if they are accepting them.

As for states - why is Lacerte waiting for the states to change forms?  The diagnostics warn of "potential" change because of OB3.  Maryland has opened up filing season.  It is not waiting for rule changes that may never occur.

[PhoebeRoberts]

You're welcome to use your professional judgement about whether you think instructions or calculations are likely to change in a way that affects any given return. I've filed a dozen returns with final forms and the "instructions are still in draft" diagnostic, with no issues.

[SusanBradley]

I'm in CA where our forms are "ready for efiling" but can't be printed out so we can't give a copy to clients.  Which means, we're not filing at this time.

[CPATIM]

I get a message that a worksheet for MD is not available.  When I try to print, I get a box that pops up that says:

This return may contain one or more state forms that have not yet been fully implemented by Lacerte and/or released and approved by the appropriate agency.  These will print as a blank sheet with an "Unavailable" notation until it has been released and/or approved by the appropriate agency.

All non-final forms in this return are listed in General Information under the "Forms needed for this return" section in the Forms tab.

This is preventing me from filing.

[PhoebeRoberts]

Yeah, not having final forms is a big annoying problem. Not having final instructions is not.

[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.

[CPATIM]

It is frustrating that Lacerte has not received final approval from MD.  It's not like MD changed their form in the last 100 years!  Lacerte must have made changes to its software and not submitted the forms timely.

Will Lacerte let me delay paying them because I cannot use the software?  (I am on the deferred payment option.  Since I cannot finalize my clients' returns, and not get paid, I should not have to pay for the software.)