2020 Lacerte Tax Program Update is Live and Available for Download (Updated 09/20/2022)

[IntuitBettyJo]

Version 43.0918

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S Corporate

•  NJ Form CBT-100S Page 11 Line 4 Statement Amounts Incorrect

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[IntuitBettyJo]

 

Version 41.0330

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate AK Carryback Input No Longer Available MN Schedule KSNC Addback for Paid Medical Leave Incorrect

Fiduciary MI Diagnostic Ref. 52115 Not Clearing When Distributions Match MI1041 Schedule 4 Amount When Using the '2' to Exclude Dispositions

Individual US Amended E-file Exception Error When Capital Gain Distribution Statement is Included with the Tax Return ME Education Opportunity Tax Credit Page 2 Lines 2a and 2b Display Issue MN Amended Form M1X Lines 3 and 4 Amounts in Column A and B are Swapped MN Schedule M15 Line 5 Is Not Populating The Correct Amount In All Cases NY Amended E-file Reject /ReturnState/ReturnDataState/processBO/composition/forms/IT203/IT203OTHINCID When Unemployment Compensation Exclusion is Present OH Diagnostic Ref. 54889 Wil Not Clear When NAICS Code is Entered OH Form SD 2210-100 Page 2 Checkbox for Farming/Fishing Cannot Be Checked WI Payer ID Number Input is Limited to 12 Digits (Screen 14.2 Code 815) When Number is 15 Digits MN Schedule KPC/KPI Partners Distributive Share Percentage is Truncated

S Corporate KY 740NP-WH Page 2 Line 17 Not Calculating, Line 13 less Line 8, 14, and 15 MN Schedule KSNC Addback for Paid Medical Leave Incorrect

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[IntuitBettyJo]

 

Version 41.0331

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

Fiduciary

Individual 2020 IND MD Diagnostic Ref. 2055489 Generates Unexpectedly

S Corporate

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[IntuitBettyJo]

 

Version 41.0401

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

Fiduciary

Individual AL Form 2210AL Unable to Complete Regular Method When Boxes C and D are Checked US Form 1116 Will No Longer Allow You to Type RIC as The Name of Foreign Country US Form 1040 Page 2 Line 36 Will Not Populate While Return Marked Amended US E-file Reject IND-073 When Original and Amended Return Have an Overpayment US Diagnostic Ref. 54780 Generates for SSA-1042S Requiring Payer EIN, No Input Provided UT Form TC-40B Will Not Populate Nonresident Home State Abbreviation

Partnership / S Corporate NJ PTE-100 Line 23 Calculating Negative Amounts

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[IntuitBettyJo]

 

Version 41.0405

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

Fiduciary

Individual VA Tax on Form 760CG, Line 16 Incorrect When UCE Present

Partnership / S Corporate

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[IntuitBettyJo]

 

Version 41.0406

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5 NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Exempt US Form 990-T Extension (8868) Rejection Due to Books in Care of Missing

Individual GA Schedule 1 Page 2 Line 11 IRA Distribution with Qualified Charitable Deduction Not Reduced IA Form 1040 Line 14 Incorrectly Shows Spouse Withholding as a PAR/SCO Adjustment KY Schedule A Contributions Line 10 Carryover From Prior Year Not Being Limited to 60% of Kentucky AGI KY Filing Status Override Behavior (Married Filing Separate Combined) WI E-File Reject /ReturnState/ReturnDataState/SchM/OtherAdjustments Not Pulling Amounts Entered for Spouse WI Schedule 3K-1 B 3 Nonresident Partner Pulling From Wrong Partner When Partner Number(s) Skipped on Screen 7

S Corporate NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5 NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B NJ e-File Rejection /ReturnState/ReturnDataState/SchC-S/OtherDeductionsA/OtherExpenses Due to Charitable Contributions When None Present NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Lacerte Operators 2020 Exception Occurred In The Tax Engine: Failure Saving Tax Manager Data: Unable to write to L:\Lacerte\20tax\Idata\Notes\ClientNumber.iZ0

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[IntuitBettyJo]

 

Version 41.0408

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

S-Corporate OH City of Cincinnati Return Doesn't Print State or Zip Code on Form NY e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT34SHA

Individual NC E-File Rejection NCFIN-1060 Payment Contact Information Missing PA Tax Brochure Scholarships Shown as Taxable on Line 1a PA State if Different on W-2 Input Prints -1 on Form US American Rescue Plan Act Results in Unexpected Amount for Schedule A and SE Health Insurance Premiums KY Form Schedule K-1 (PTE) Page 3 Line 16 (a) Will Show "See Attached" When No Attachment Present MD Schedule K-1 Distributive or Pro Rata Share Percentage Shows % for Wrong Partner When Partner Numbers Skip

Partnership  OH City of Cincinnati Return Doesn't Print State or Zip Code on Form

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[IntuitBettyJo]

 

Version 41.0409

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5

S-Corporate NJ Midyear Line 5a Surtax Rate is Taxing at 4% When Instructions State to Tax at 2.5 NJ CBT-100 Page 5 Schedule A Part 2 Line 25 Not Showing PNOL from Line 8 of the NJ 500 Section B

Individual

Partnership

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[IntuitBettyJo]

 

Version 41.0414

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN

Fiduciary OK Schedule K-1, Line 5b Not Including Royalties, Prints on Line 6 Instead

Individual AZ Diagnostic Ref. 52389 Generates When No Arizona Amount is Due and Federal Extension Not Marked CT Tax Summary Does Not Include All Subtractions in the Total DC E-file Acceptance Letter Incorrectly Shows Refund Processed Through Refund Advantage MA Tax Summary does not show Business/Profession or Farm Loss for 2020 Year US e-File Reject Expense Amount Showing as a Negative in e-File Schema /Return/ReturnData/IRS1040ScheduleC/TotalOtherExpensesAmt US 1040NR Reject (SNEC-F1040NR-006) Tax Rate Shows 0 When e-Filing Instructions Are Set to No US Diagnostic Ref. 19832 Generates When the Date of 04152021 Has Been Entered and WV is Present

Partnership  CT Form CT-1065/CT-1120SI Part 1 Schedule A Line 6A Interest on Underpayment Not Adjusted by Overpayment CT Client Letter Indicates Both Deposit and Amount Due

Gift US Input Screen 3 Codes 15 and 55 F1 Help Outdated

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Version 41.0420

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Fiduciary NJ e-File Schema Reject /ReturnState/ReturnDataState/FormNJ1041/ResidencyStatusType/NonResidentTrust NY IT-205 Page 3 Item A Statement Does Not Generate

Individual AL Credit Carryover for Scholarships Not Showing on General Information KY EPAY Page 4 Line 5 Has a Value of "1" in the Payment Date for April 15, 2021 MT NOL Generated When No Business Income or Deductions Present NH BT Summary Page 2 Line 4 d Underpayment of Estimated Tax Not Flowing, Unable to Override NY Tax Computation Worksheet 4 is Using 2019 Values NY Worksheet 5 Displays Incorrect Percentage OH Rita/City NOL Worksheets Do Not Generate and Override Doubles Carryover OH IT NRC Section II Numbers Are Misaligned When Passthrough K-1 Royalties Are Not Sourced to OH OH Cincinnati - Amount of Tax on Line 6 Drastically Understated When Final Year Rental is Present US Form 6251 Line 2m Not Including Accelerated Depreciation From Estate Passthrough

Partnership  ME Partner Summary Shows Blank for Line 14 When Amount is Present MN Schedule KPC/KPI, Schedule KPINC, Page 1, Line 6 Not Populating Amounts From Screen 39 When Numbering Gaps Present OH Special Allocations Not Working for Bonus Depreciation

S-Corporate MO Form MO-1120S Page 3 Not Generating For Resident Shareholders to Report Adjustments

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Version 41.0422

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Fiduciary US Form 7004 Where to File Address Incorrect AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

Individual AL Federal Income Tax Return Deduction Worksheet Pulls From Incorrect Line GA Schedule 1 Page 2 Line 11 Taxable IRA Doubles Amount of QCD When Being Reported on Federal Form 8606 NC Override Field "Electronic payment date [O]" in Screen 3 Code 1601 Does Not Function

Partnership  US E-File Reject SK1-F1065-002-01 When More Than One Form 8283 is Present AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

S-Corporate AZ Amended E-file Returns Must be Linked to Federal Amended Return (updated to meet agency guidance)  - WinOps Update Item

Corporate CA PDF Not Included in XML For Amended Returns, Triggers E-file Reject

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Version 41.0428

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual GA Schedule 1, Page 2, Line 11 Blank When It Should Populate Post Version 41.0422 ME Schedule NRH Line 6, Column C Does Not Complete When Spouse is Filer MO Form 1040ES Incorrectly Includes Deceased Taxpayer NH BT Summary Page 2 Line 4 d Underpayment of Estimated Tax Not Flowing, Unable to Override - Addressed Override PA City of Philadelphia Form BIR NTL Prints SSN on EIN Line US Screen 4.2 Not Allowing Signature Date Override Past April 15, 2021

Partnership  CA K-1 Export to IND or FID Converts 1231 Loss Into 1231 Gain for CA US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

S-Corporate US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

Corporate US Form 8858 Schedule G Line 10-13 Completed When Tax Owner is Not a US Company

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Version 41.0504

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual OK E-file Rejection /ReturnState/ReturnDataState/FormOK538S/PartThree/OtherIncome Indicates This is a Defect

Partnership

S-Corporate

Corporate NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

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[IntuitBettyJo]

 

Version 41.0506

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AL Schedule W-2 Fills Out Column J For Other State W-2 While Non-Resident CA PPP and EIDL Conformity Changes IA 1040 Line 24 Not Including 67e Final Year Deductions From Estate/Trust MT Tax Summary Does Not Show Overpayment Applied MT Form 2 Not Including Accrued Market Discount MT Form 2 Page 5 Line 25 Limiting Expenses to 5000 OH City Cincinnati Line 5 Is Multiplying Line 1 By .02025 Instead Of Line 5 OR Form OR-TM Prints Date on Signature Line US Diagnostic 55596 Is Generating After Version 41.0420 US Form 2848 Omits Name of Taxpayer When Printing Partial Return US Amended E-file Reject /Return/ReturnData/IRS1310/PhoneNum When Number is Present VA E-file Reject 760-060 The Tax Amount on Form 760CG Line 16 Must Match Tax Rate Schedule VA ES Worksheet Double Counting Addback of UCE

Partnership  CA PPP and EIDL Conformity Changes KY Form PTE Doubling Employee Retention Credit NJ Form PTE-100 Line 14b Shows 100% When NJ-NR-A Line 5 Shows 0% NY City Form NYC-204 Schedule B Line 9 Form Doesn't Match Schema

S-Corporate CA PPP and EIDL Conformity Changes KY Form PTE Doubling Employee Retention Credit NJ Form PTE K-1 Not Printing With K-1 Package NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L

Corporate CA PPP and EIDL Conformity Changes HI Form N-30 Schedule J Line 2d Incorrect Adjustment Not Included On Statement When CY 179 And Cash Contribution Deduction

Fiduciary AL Form 41, Schedule A Line 2 Shows Gain When There is a Loss

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Version 41.0511

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual US Form 5471 Schedule Q, Page 4, Line 3, Column XI Not Printing Negative US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers MN M1PR-AI US Form 8915 Qualified 2020 Disaster Retirement Plan Distributions Added on M1PR-AI Twice NH Form BET Line 1 Does Not Apportion Dividends NJ Form NJ-2210 Lines 2 and 6 Not Picking Up Amounts From NJ-1040 Line 63 NYC UBT Estimated Payments Q1 Shows $25 in Estimated Payments Wizard When Schedule C is Also SMLLC OH form IT RC Column A Income Taxed Will not Override Correctly RI Overpayment Applied to 2021 is overstated on letter when applying full overpayment VA Calculating Penalties for First Quarter Payment Extended Due to Coronavirus Exceptions

Partnership  US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers US Form 8990 Part I Section II Line 18 Incorrectly Including Investment Income WI Schedule 3K-1 Item L Pulling Incorrect Partner When Partner Number Gaps Exists

S-Corporate US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers NM Shareholder Summary (S/H Smry) Page for RDP-41359 Incorrect Address When Shareholder Number Gap Exists

Corporate US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers

Fiduciary US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers MI Form 4 Filing Instructions Indicates No Payment Required Incorrect NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

Exempt US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers NY Diagnostic Ref. 54814 Requiring Form E-File for 990 and 990PF Generating Erroneously

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[Intuit_Al]

Version 41.0513

• Fiduciary Louisiana - Removal of watermark for Form 6466
  
  

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Version 41.0519

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual MS Client Letter Instructs to Mail Payment When Electronic Payment Selected MT Form 2 Line 21 Incorrect Credit Reported NJ Form NJ-630 Populates Amount Different Than Amount Due Than Form NJ-1040 NY General Info Shows $300 Cash Contribution Addback from IT-558 as Credit for Employment of Persons with Disabilities Carryover OH IT A Page 2 Line 25 Federal Conformity Deductions When Taking 179 on 15-Year Property OK Form 511NR-1 Line 15 Statement Oklahoma Amount Does Not Reconcile PA Schedule SP, Section III, Line 1 Omits Disposition Details When Married Filing Separately

Partnership  US E-File Summary Report Includes 8283 SEC B(2) as an XML Only Item

S-Corporate MO Apportionment Summary Form Displays Missouri Apportionment Percentage as Decimal NJ Form CBT 100s Page 7 Schedule C Statement Doubles Expense for M-1 Adjustment

Corporate MD Form 500 Page 5 Displays Firm Name Exceeds 23 Characters and Overwrites Preparer's PIN (e-File Schema) OK 512, Page 3, Line 18, Column B Does Not Follow 163j Limits

Fiduciary US Form 5471 Not Generating Schedule I, I-1, and P for Category 5b Filers MI Form 4 Filing Instructions Indicates No Payment Required Incorrect NY Form IT-205 Page 1 Box for Trust Meets Conditions of Section 605(b)(3)(D)

Exempt US Checkbox on Form 990, Schedule H, Part V, Line 22d Will Not Check US Form 990T Remaining NOL Carryover Amount Not Listed on General Information as Expected US Diagnostic Ref. 55695 Not Clearing When Input Requirements Referenced Are Met US Unable to Generate Form 8879-EO for Extensions

Global TN Form FAE 170 Underpayment Interest Worksheet Uses Old Interest Rate

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[IntuitBettyJo]

 

Version 41.0526

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

Partnership

S-Corporate AR Franchise Report - Line 10 Not Limiting Minimum Tax to $150 Shen Authorized Stock is Present

Corporate

Fiduciary

Exempt US Form 2220 Page 4 Line 24 Tax Rate

Global

Operators Lacerte Text Case Will Change From Mixed to Upper or Upper to Mixed on Forms

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Version 41.0603

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual DE Extension Diagnostic Ref. 54283 Generates Requiring a Checkmark Which Causes an E-file Validation Error MN Form M1RCR for Part-Year Return, Line 11 Worksheet Calculating Incorrect Percentage NC E-File Reject NCD400-2800 Schedule PN-1 Must be Attached When Form Not Generating NH BT-Summary Lines 4a-4c Not Calculated or Printed - Penalties and Interest on LLC Returns NY Diagnostic Ref. 27813 Generating In Error NYC UBT Schedule B Line 4 Including Non-UBT Rentals in E-file FBAR Country Code on Form 114a Incorrect When Firm Located Outside of the US

Partnership AL Diagnostic Ref. 14008 Generates When No Schedule C Generated

S-Corporate

Corporate

Fiduciary NC Schedule K-1 Line 6 is Blank On A Nonresident With Income

Exempt

Global

Operators

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Latest Update: Version 41.0609

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual NH Form DP-160 Does Not Generate When Credit is Present

Partnership US Input Screen 20.1 Codes 66-69, 73,77,78, 261, and 262 Alternative Fuel Credit Not Flowing as Expected

S-Corporate

Corporate

Fiduciary

Exempt US 990 T Schedule A Includes Amounts Below Zero

Global

Operators

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Latest Update: Version 41.0616

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AZ E-file Reject 740 Not Rounding to 3 Decimal Points NC Diagnostic Ref. 55796 for Schedule PN Generates for Full Year Resident Returns

Partnership NY Unable to Show Paid Estimates for IT-2658 on Letter Without Creating Negative Amount on the IT-2658

S-Corporate

Corporate CA Form 3885 Part 1 Line 6 Statement Not Generated Consistently

Fiduciary

Exempt US Form 990-T Error 479 is Out of Range for OutSeries 61 US Diagnostic Ref. 55687 Will Not Clear When Requirement is Met

Global

Operators

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Latest Update: Version 41.0623

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual OK Form 511-NR Final Year S-Corp Loss Not Flowing to Oklahoma Source

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

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Latest Update: Version 41.0624

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Individual US Client Letter / Filing Instructions Omit Estimate Details Enhancement - US Form 8879 Line 5 Amount Owed Does Not Foot to the 1040-X Line 20 and the Client Letter

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators

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[IntuitBettyJo]

Special Note: With the 2020 Lacerte program update today on 6/30/2021, you now have the ability to remove the “Do Not File” watermark on the Client Copy of the tax return when using eSignature. For more information on how to use this new feature, click here.

Latest Update: Winops 41.0630, Content 2020.01.64

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual KS Form K-40 Interest and Penalties Overstated KY Estimated Tax E-file Rejection - Agency Did Not Send An Error Code NYC 579-UBTI Signature Form Does Not Print When Going Through e-File > Print e-File Signature Document NY Estimates Letter Indicates Estimates will be Mailed NY IT-370 Reject Due to Missing Drivers License Information NY Client Letter Estimate Payment Date Overrides Not Present on Letter NY Form IT-201 line 1 Employee Business Expense Adding Back NY Form TR-579-IT Prints Name on Signature Line When Set to No OH Royalties Triggering Diagnostic Ref. 54889 OH F1 Help for Override Field "Retirement income credit [O]" Screen 53.121 Outdated OR Letter Not Showing Correct Filing Date

Partnership NJ E-File Reject /ReturnState/ReturnDataState/FormPTE100/Body/NJAllocation

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators Change the REP Pricing Link in REP Wizard After Update 2020 Program Can't See Certain HP Printers In Settings > Options > Print Selection. Add Telemetry for Lacerte DB Size and Create a Dashboard CEF Browser upgrade to version 84 Ability to Turn Off the Watermark on Return Client Copies Attached to eSignature Post 2019 R10 and in TY20- Lacerte Login Screen Appears as a White Screen With No Way to Log In

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Latest Update: 41.0714

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AL Schedule E Statement Does Not Include Depreciation

Partnership MD Schedule K-1 Section F Line 1 Not Populating

S-Corporate CA Form 100S Line 7 Statement Includes EIDL as EDIL

Corporate NJ Form CBT-100 Line 2 Tax Calculation Incorrect on Short Year Returns

Fiduciary

Exempt

Global Maryland Schema, input changes, and diagnostics

Operators

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Latest Update: 41.0715

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

Partnership MD e-file Financial Transaction Reject

S-Corporate MD e-file Financial Transaction Reject

Corporate

Fiduciary

Exempt

Global

Operators

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Latest Update: 41.0721

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AZ Form 140X Lines 54d and 54e Not Populating Column C When D is Zero

Partnership

S-Corporate MD e-file Financial Transaction Reject

Corporate

Fiduciary LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12 NC Standard Client Letter Showing Amount Due When Form Not Generated

Exempt US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

Global

Operators

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Latest Update: 41.0728

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer KY Amended E-file Reject KYSUB-0064 Federal Copy Required TN Estimate Rounding Not Working as Expected

Partnership AL Composite Filing Form PTE-CK1 Checkbox Missing, Unable to Populate This Page Results in E-file Reject /ReturnState/ReturnDataState TN Estimate Rounding Not Working as Expected

S-Corporate AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer KY Amended E-file Reject KYSUB-0064 Federal Copy Required TN Estimate Rounding Not Working as Expected

Corporate AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer KY Amended E-file Reject KYSUB-0064 Federal Copy Required TN Estimate Rounding Not Working as Expected

Fiduciary LA Form 541 Page 9 Schedule D Line 14 Shows NIIT When it Should be on Line 12 NC Standard Client Letter Showing Amount Due When Form Not Generated

Exempt US Form 990T Reject - /Return/ReturnData/IRS990TScheduleA/OthInventoryValuationMethodCd US E-file Reject F990T-009 /efile:Return/efile:ReturnData/efile:IRS990T/efile:SubsidiaryCorporationInd

Global

Operators

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[Intuit_Al]

Latest Update: 41.0804

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual CA Incorrect Subtraction Occurring on Schedule CA, line 4b for IRA Contribution NJ Form 1040 line 20a Not Reporting 1/3rd Taxable Pension/IRA Distributions US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Partnership MD Final Form 511 Approved US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

S-Corporate MD Final Form 511 Approved US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Corporate US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Fiduciary US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Exempt US Form 5471, Page 2, Part II Not Generating for Category 5c Filer

Global

Operators

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[Intuit_Al]

Latest Update: 41.0811

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual IN Form IT-40PNR Schedule A Line 15 Column B Not Populating LA Form IT-540 Schedule E Line 4I Not Using Overridden Amount from IT-540 Line 9 OH Generic City Return Line 8b Statement Omits Other City Details When W-2 Reported - Generic Form R

Partnership MD Form 511 Page 2 Line 8 Calculation Does Not Add Up OH IT 4708 Page 5 Shows 12 Dollars of PTE Credit to Each Partner Missing 1 Dollar

S-Corporate MD K-1, Section D Line 1 Excludes Extension Payment OK Form 511CR Not Generated and Credit Not Flowing to Form 512-S Line 3 From Form 506

Corporate MT E-file Reject Error CIT-E107 Missing Supporting Schedule MT E-file Reject CIT-E107 Missing Attachment

Fiduciary VA E-File Rejection FORMS-003 with OSTC is Present, References "NY" Missing

Exempt

Global

Operators

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[IntuitBettyJo]

Latest Update: 41.0818

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual CA Form 3801 AMT Statement Not Matching Numbers to the Related Activities CA Form 3853 Part II Worksheet Excludes CA Differences in Income for Passthroughs MN IND Schedule M1M Line 20 Amount Changed and No Longer Flows to K-1 MT E-file Transmission Failure Error 11: Duplicate Attachment Name Triggers Erroneously (Enhancement) NH Input Field "Form DP-2210 (Ctrl+T)[O]" in Screen 54.312 Does Not Function NY Form IT-215 Line 10 Amount of 10 Using Recalculated FAGI Appears to be Incorrect NY E-File Reject Error R0129: "New York State withholding (IT-201/201X line 72 or IT-203/203X line 62) is not equal to the amount on wage and tax statements." NY Form IT-196 Line 19 Should Be Limited to 60% NY Form IT-201 Deducts Excess Deduction From an Estate K-1 Twice US Form 5471 Schedule Q Not Completing Filer Information

Partnership DC Form D-30, Page 4 Schedule G Statement Doesn't Match Total MD Form 511 Skips Lines 3a/3b When Only Resident Individuals are Present US Form 5471 Schedule Q Not Completing Filer Information

S-Corporate NJ NOL Carryover Not Shown and Not Carried Over for Years Prior to 2019 NJ CBT Filling Instructions Do Not Include Payment US Form 5471 Schedule Q Not Completing Filer Information

Corporate CA NOL is Suspended Based on Line 17 But we Should Use Line 18 US Form 5471 Schedule Q Not Completing Filer Information

Fiduciary NY IT 205 Page 3 Question F Statement is Masked Where it Was Not in 2019 (Masking) OK Form 513 Line 3 Column B Does Not Populate If Multi-State/Non Res Checkbox is Checked in Screen 1 US Form 5471 Schedule Q Not Completing Filer Information

Exempt US Form 5471 Schedule Q Not Completing Filer Information US Form 990-N Fails Validation And Gives Exception Message When 990-T Is Present "PractitionerPINGrp\EFIN not found" (Return Header) US E-File Exception Form 990/990-EZ/990-PF While Notes Exist in Screen 62 US Schedule L Page I Part III Column C Prints in Column B

Global

Operators

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[IntuitBettyJo]

Latest Update: Release 10 Version 41.0825

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual MA Tax Summary Does Not Include Excess Paid Family Leave Withholding MN M1NR Line 14 Column B Does Not Allow Negative Override

Partnership

S-Corporate

Corporate IN Form IT-8879C Line 2 Does Not Reflect Line 21 From IT-20

Fiduciary

Exempt US EF Reject SA-F990T-033 Consolidated Advertising Periodical Income Statement US Client Letter Shows US Being E-filed When Only CA is Checked for E-file US Form 990-PF E-file Data Does Not Include the Suite Number US Form 990-T E-file Rejection SA-F990T-025 for OtherDebtFinancedDeductionAmt when Other Expenses(Ctrl+E) is used on Screen 28

Global

Operators

Benefit

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[IntuitBettyJo]

Latest Update: Release 10.5 Version 41.0901

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

Partnership MD Amended Form 511 Line 13d Input on Screen 70.271 Gets Included on Line 13b

S-Corporate MD Schedule K-1 Section D, Line 1 Does Not Generate for Nonresidents When There is a Loss

Corporate AR Net Los Carryover Not Included in General Information for Multi-state Returns MA Form 355 Line 2 Incorrectly Includes Date of Incorporation

Fiduciary

Exempt US Form 990-T E-File Rejection Error SA-F990T-025 When Amounts Required Are Present US Diagnostic Ref. 56030 Generating On All Returns With A 990-PF MN Form M1SA Line 16 Not Pulling Amount from Schedule A Line 12

Global

Operators

Benefit Form 5500 E-File Signer ID and PIN Updated

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[IntuitBettyJo]

Latest Update: Release 10.6 Version 41.0902

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

Partnership

S-Corporate

Corporate

Fiduciary

Exempt

Global

Operators Program Security Enhancement

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[IntuitBettyJo]

Latest Update: Version 41.0909

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

Partnership OK Input In Screen 19 code 154 Causes Engine Error

S-Corporate CA Schedule K-1 Line 16c Incorrect for Adjustment with Form 3866 MD Form 510.1 Line 19 Not Totaling Correctly When There's an Overpayment TX Form 05-15-a Line 15 is Putting a Zero Rather Than the NDI Figure

Corporate MD Due Date for Estimates Incorrectly Shows 7/15 for 1st and 2nd in All Scenarios

Fiduciary

Exempt

Global

Operators

Estate US Form Schedule A-1 Line 10 Does Not Display FMV For Schedule G Items If Ratio Is Below 50%

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[Intuit_Al]

Latest Update: Version 41.1027

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual NH IND BT-Summary Page 2 Line 2d Tax Paid With Original Return Does not Print for SMLLCs NJ Form 1040NR Line 62 Statement Math Does Not Total the Amount on Line 62

Corporate IN Form IT-20 p2 Doubling Estimated Payments on Short Year Returns

Exempt US Form 990-T E-file Reject /Return/ReturnData/IRS4466/RecordOfEstimatedTxDepositsGrp/DepositAmt US 990-T Schedule A Part IX not Calculating Direct Advertising Costs

Gift US Spouse's Form 709 Schedule A Attachment for Spouse (taxpayer) Does Not Show Gifts With 0 Value

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[Intuit_Al]

Latest Update: Version 41.1020

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual US E-File Exception Error Validating Return Containing Both Forms 1040NR and 926

Partnership CA Schedule EO (568) Statement Not Formatted Correctly When Displayed in Portrait

S-Corporate

Corporate US Form 5471 Schedule I Line 1e, 1f, and 1g Not Flowing to Form 1120, Schedule C, Line 16c

Fiduciary Detail Tab and Index Identifier in Screen 71.2 Incorrectly Indicates Form 8936 WI Schedule NR Overrides Not Allowing Negative Input Amounts

Exempt

Global Proforma/Organizer

Operators

Estate

Gift

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[Intuit_Al]

Latest Update: Version 41.1014

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Exempt

US General E-File Schema Updates for 990-T Filings

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[Intuit_Al]

Latest Update: Version 41.1013

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual AR Form AR3 Line 15 Duplicating Noncash Charitable Contributions

Global Slip Sheets - Landscape Return Mailing Slip Sheets Misaligned After Update

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[Intuit_Al]

Latest Update: Version 41.1007

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual

US Schedule 1 Line 19 IRA Deduction Worksheet Not Including IRA Distributions (Screen 13)

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[Intuit_Al]

Latest Update: Version 41.1006

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual US Passthrough K-1 Section 199a Rental/Royalty Income Does Not Split with MFJ Split US Diagnostic Ref. 45035 Cannot Be Resolved For Amended Return

Partnership NJ Form PTE-100 Line 2 Reduced When Schedule A Tiered Partnership Details Present

S-Corporate NJ E-File Reject /ReturnState/ReturnDataState/SchA-S/CBTSchA-SPartIType/GrossRentInc From Passthrough Income

Corporate NY CT 3.4 Line 7a Has Amount When Qualified Innovation Hot Spot Elected

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[alowrie_admin]

Latest Update: Version 41.1103

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate

NC Form CD-429 Generates for NC Corp When Not Required

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[alowrie_admin]

Latest Update: Version 41.1104

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Individual

Deferred payment client filtering (Click here for more information).

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[alowrie_admin]

Latest Update: Version 41.1110

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual NY IT-196, Line 19, Disallowed Contributions Not Subtracted NY Tax Computation Worksheet 4 Line 6 Incorrect NY IT 196 line 16 does not include all amounts from K-1 line 12 code G

Corporate NY E-File Rejection /ReturnState/ReturnDataState/processBO/composition/forms/CT3AREF

Global Proforma – Lacerte 2021 Release

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[IntuitBettyJo]

Latest Update: Version 41.1117

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Individual       Tax Planner KS Generic State Tax Not Calculating for Years Beyond 2020       OK Form 511 Late Payment Interest Does Not Calculate Correctly

Exempt       US Form 990-T E-File Wizard Shows Refund as Balance Due - Does Not Impact E-File XML       US Form 990 Sch A, Part I, Line 12 Statement and Page 8 Do Not Total The "Amount of Other Support"

Fiduciary OK Form 511 Late Payment Interest Does Not Calculate Correctly

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[IntuitBettyJo]

Latest Update: Version 41.1201

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate FL Form F-1120 Negative Amount on Line 1 Shows as 0 in the XML

S-Corporate FL Form F-1120 Negative Amount on Line 1 Shows as 0 in the XML

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[IntuitBettyJo]

Latest Update: Version 42.0106

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate California – xml schema update for electronically filed 2021 4th quarter payment voucher.

Fiduciary California – xml schema update for electronically filed 2021 4th quarter payment voucher.

Individual California – xml schema update for electronically filed 2021 4th quarter payment voucher.

Partnership California – xml schema update for electronically filed 2021 4th quarter payment voucher.

S Corporate California – xml schema update for electronically filed 2021 4th quarter payment voucher.

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[IntuitBettyJo]

Latest Update: Version 42.0109

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate New Jersey Mid Year Forms

Fiduciary

Individual US Proforma Change 2210 NJ Amended Return Missing Explanation of Changes Field and Form Appears to be Outdated

Partnership

S Corporate

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[IntuitBettyJo]

Latest Update: Version 42.0111

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate New Jersey Tax Summary

Fiduciary US Schema Update

Individual IN, MN, and WI Form 8915

Partnership

S Corporate S Corporate NJ  Schedule NJ-K1 and Schedule 1040-SC Watermark

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[IntuitBettyJo]

Latest Update: Version 42.0120

Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature enhancements, or bug fixes)

Corporate New Jersey Proforma

Fiduciary

Individual US Individual Schema Update

Partnership

S Corporate NJ S-Corporate Proforma

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