S Corporate
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
CorporateAK Carryback Input No Longer Available MN Schedule KSNC Addback for Paid Medical Leave Incorrect
|
FiduciaryMI 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 CorporateKY 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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Corporate
|
Fiduciary
|
Individual 2020 IND MD Diagnostic Ref. 2055489 Generates Unexpectedly
|
S Corporate
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Corporate
|
Fiduciary
|
Individual VA Tax on Form 760CG, Line 16 Incorrect When UCE Present
|
Partnership / S Corporate
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
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 |
ExemptUS 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 Operators2020 Exception Occurred In The Tax Engine: Failure Saving Tax Manager Data: Unable to write to L:\Lacerte\20tax\Idata\Notes\ClientNumber.iZ0 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Corporate
OH City of Cincinnati Return Doesn't Print State or Zip Code on Form |
S-CorporateOH 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
|
PartnershipOH City of Cincinnati Return Doesn't Print State or Zip Code on Form |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
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 |
|
Gift
US Input Screen 3 Codes 15 and 55 F1 Help Outdated |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Fiduciary
NJ e-File Schema Reject /ReturnState/ReturnDataState/FormNJ1041/ResidencyStatusType/NonResidentTrust NY IT-205 Page 3 Item A Statement Does Not Generate
|
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
|
|
S-Corporate
MO Form MO-1120S Page 3 Not Generating For Resident Shareholders to Report Adjustments |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
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
|
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
OK E-file Rejection /ReturnState/ReturnDataState/FormOK538S/PartThree/OtherIncome Indicates This is a Defect
|
|
S-Corporate
|
Corporate
NJ Now Conforms to PPP Loan Forgiveness Still Included on CBT-100S, Schedule K, Part II Line 2L
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
|
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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 |
|
S-Corporate
|
Corporate
|
Fiduciary
NC Schedule K-1 Line 6 is Blank On A Nonresident With Income |
Exempt
|
Global
|
Operators
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
NH Form DP-160 Does Not Generate When Credit is Present |
|
S-Corporate
|
Corporate
|
Fiduciary
|
Exempt
US 990 T Schedule A Includes Amounts Below Zero |
Global
|
Operators
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
AZ E-file Reject 740 Not Rounding to 3 Decimal Points NC Diagnostic Ref. 55796 for Schedule PN Generates for Full Year Resident Returns
|
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
OK Form 511-NR Final Year S-Corp Loss Not Flowing to Oklahoma Source
|
|
S-Corporate
|
Corporate
|
Fiduciary
|
Exempt
|
Global
|
Operators
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
S-Corporate
|
Corporate
|
Fiduciary
|
Exempt
|
Global
|
Operators
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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.
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
|
|
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
AL Schedule E Statement Does Not Include Depreciation |
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
|
S-Corporate
MD e-file Financial Transaction Reject |
Corporate
|
Fiduciary
|
Exempt
|
Global
|
Operators
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
AZ Form 140X Lines 54d and 54e Not Populating Column C When D is Zero |
|
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer |
|
S-Corporate
AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer |
Corporate
AR Annual Corporation Franchise Tax Report Printing Title of Signing Officer |
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
CA Incorrect Subtraction Occurring on Schedule CA, line 4b for IRA Contribution |
|
S-Corporate
MD Final Form 511 Approved |
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
IN Form IT-40PNR Schedule A Line 15 Column B Not Populating |
PartnershipMD Form 511 Page 2 Line 8 Calculation Does Not Add Up |
S-Corporate
MD K-1, Section D Line 1 Excludes Extension Payment |
Corporate
MT E-file Reject Error CIT-E107 Missing Supporting Schedule |
Fiduciary
VA E-File Rejection FORMS-003 with OSTC is Present, References "NY" Missing |
Exempt
|
Global
|
Operators |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
PartnershipDC 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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
|
Global
|
Operators
|
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
PartnershipMD Amended Form 511 Line 13d Input on Screen 70.271 Gets Included on Line 13b |
S-CorporateMD 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
|
ExemptUS 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
|
|
BenefitForm 5500 E-File Signer ID and PIN Updated |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
Partnership
|
S-Corporate |
Corporate
|
Fiduciary
|
Exempt |
Global
|
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
|
PartnershipOK Input In Screen 19 code 154 Causes Engine Error |
S-CorporateCA 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
|
|
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
NH IND BT-Summary Page 2 Line 2d Tax Paid With Original Return Does not Print for SMLLCs |
Corporate
IN Form IT-20 p2 Doubling Estimated Payments on Short Year Returns |
ExemptUS Form 990-T E-file Reject /Return/ReturnData/IRS4466/RecordOfEstimatedTxDepositsGrp/DepositAmt US 990-T Schedule A Part IX not Calculating Direct Advertising Costs |
GiftUS Spouse's Form 709 Schedule A Attachment for Spouse (taxpayer) Does Not Show Gifts With 0 Value |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
US E-File Exception Error Validating Return Containing Both Forms 1040NR and 926 |
PartnershipCA 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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
ExemptUS General E-File Schema Updates for 990-T Filings |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
AR Form AR3 Line 15 Duplicating Noncash Charitable Contributions |
Global
Slip Sheets - Landscape Return Mailing Slip Sheets Misaligned After Update |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
US Schedule 1 Line 19 IRA Deduction Worksheet Not Including IRA Distributions (Screen 13) |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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 |
PartnershipNJ Form PTE-100 Line 2 Reduced When Schedule A Tiered Partnership Details Present |
S-CorporateNJ 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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Corporate
NC Form CD-429 Generates for NC Corp When Not Required |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Individual Deferred payment client filtering (Click here for more information). |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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 |
GlobalProforma – Lacerte 2021 Release |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Individual
|
Exempt
|
Fiduciary
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Corporate FL Form F-1120 Negative Amount on Line 1 Shows as 0 in the XML |
S-CorporateFL Form F-1120 Negative Amount on Line 1 Shows as 0 in the XML |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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.
|
PartnershipCalifornia – 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. |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
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 |
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles:
Corporate
New Jersey Proforma
|
Fiduciary
|
Individual US Individual Schema Update
|
Partnership
|
S Corporate
NJ S-Corporate Proforma
|
Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.
Related Help Articles: