2021 Lacerte Tax Program Update is Live and Available for Download (Updated 2/2/2024)

[IntuitBettyJo]

Latest Update: Release Version 44.0206

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 Federal E-file Reject Error F1040-034-07 Withholding Not Matching Reporting Forms

S-Corporation

Partnership

Corporate

Global

Fiduciary

Exempt

Operators

Tax Planner

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[IntuitBettyJo]

Latest Update: Version 42.0105 Release R1.5

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General Performance Updates

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[IntuitBettyJo]

Latest Update: Version 42.0112 Release 3

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General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

EFIN Auto Populate Not Completing as Expected for Multi-Prep Firms

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[IntuitBettyJo]

Latest Update: Version 42.0119

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)

General Performance Updates

This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021

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[IntuitBettyJo]

Latest Update: Version 42.0122

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)

General Performance Updates This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual NY Form IT-204-LL Preparer Signature Prints Misaligned

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[IntuitBettyJo]

Latest Update: Version 42.0125

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General Performance Updates This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Partnership CA Form 565 Page 4 Line 21(B)(1)(e) Totals Incorrectly

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[IntuitBettyJo]

Latest Update: Version 42.0126

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General Performance Updates This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual US Diagnostic Ref. 4009 and Ref. 42190 Triggering With No Input AR Wages Proforma to 2021 as NOL on screen 15.351 Arkansas Net Operating Loss as a Negative

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[IntuitBettyJo]

Latest Update: Version 42.0127

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)

General Performance Updates This update includes various form watermark removals and e-file schema updates in preparation for tax year 2021.

Individual CA Diagnostic 5218 Generates When You Use Delete Next Year In Screen 10

S-Corporation GA Form 600 Schedule 9 Line 4 Not Limiting NOL to 80% of Current year GA Income on Line MN Schedule PTE Line 8 is Adding 179 Instead of Deducting ME Form 1120ME Line 12a Adds Back Underpayment Penalty Amount to Refund Applied to Next Year

Corporation GA Form 600 Schedule 9 Line 4 Not Limiting NOL to 80% of Current year GA Income on Line 2

Partnership CA 565 Sch M-2 Line 4 Statement Does Not Agree With Line 4 Amount When Screen 25 Code 101 is Checked MN Schedule PTE Line 8 is Adding 179 Instead of Deducting US Sch B-2 and K-1 Not Showing Entity Type if Type of Entity in Screen 7 Has Never Been Changed

Operators Lacerte Freezes When Going to Certain Detail Screens When Opening Return by Viewing Forms First

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[IntuitBettyJo]

Latest Update: Version 42.0208 - R4.6

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Global Lacerte Choice Counter will be removed to address duplicate REP charges from occurring.

Individual KY Schedule ITC Line 1 Column F Unable to Display Zero With -1 Override Entry ND Grafton School District Missing OR Form OR-40 Preparer First Name Populates With Firm Name, Last Name Remains Blank SC Diagnostic Ref. 3507 Generates Erroneously US NOL Not Being Limited to 80 Percent of Taxable Income

S-Corporation AR Page 2 Line 7 Pulls EIN Instead of Number of Shares CT Diagnostic 40596 On Final Year Returns with No Way To Resolve MT E-File Diagnostic Ref. 56325 Unable to Clear With Date Entry

Corporation AR Page 2 Line 7 Pulls EIN Instead of Number of Shares

Partnership CT Diagnostic 40596 On Final Year Returns with No Way To Resolve US Diagnostic Ref. 10441 Generates When Designated Representative is Not a Partner

Fiduciary US Diagnostic Reference 56511 Generates When Attachment Isn't Required

Exempt US Form 990, Page 4, Line 28A, B, and C Will Not Check Yes

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[Intuit_Al]

Latest Update: Version 42.0215

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Individual LA Form IT-540-2D Schedule E Line 4 Includes 2020 Disaster Carryovers 2-3 Times US NOL Absorbed In 2021 Override isn't Reflected on Schedule 1 Line 8

S-Corporation HI No Input for Deductions Allowable for Federal Purposes but not Hawaii

Partnership CA Schedule D 1 Line 2 Gross Sales Price Truncated

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[Intuit_Al]

Latest Update: Version 42.0217

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 NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021 AR Form AR2106 Line 9 Multiplying by 90% Instead of 80% AZ Transmission Failure Indicating Federal Return Must be Accepted, Despite US 1040-NR Being Accepted US Form 8903 DPAD From Cooperative Not flowing to Line 23 US List Index Out of Bounds Error When Form 8821 is Generated With Return Database Report Error "Not a valid date and time" When DOD with 2021 is Present for TP or SP eOrganizer - Lacerte Crashes When Importing E-org Data a Second Time

S-Corporation CA Schedule K / K1 Reconciliation Shows Difference When None Exist CA LLC Form 3893 PMT and EST Missing From Client Letter NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Partnership CA LLC Form 3893 PMT and EST Missing From Client Letter NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Corporate NE PTC Part B Line 4 Table is not Completed When Property Tax Year is a Year Other Than 2021

Fiduciary US Form 8903 DPAD From Cooperative Not flowing to Line 23

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[Intuit_Al]

Latest Update: Version 42.0219

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 Nebraska - Add diagnostic for Property Tax Year California - TY21 Ind CA Reject SCHCA/NR-043

S-Corporation Nebraska - Add diagnostic for Property Tax Year New Jersey - PTE-200 Watermark

Partnership Nebraska - Add diagnostic for Property Tax Year

Corporate Nebraska - Add diagnostic for Property Tax Year

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[Intuit_Al]

Latest Update: Version 42.0222

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 TY21 Planner: Update CA (2021 changes) Hawaii - N-15 line 16 is not printing the Schedule J line 22 amount TY21 Update: OR Form 10 (Instructions) (IND) - Final 3 Oregon - Preparer name only printing when Option name option selected Federal - Update acceptance letter address/salutation when a spouse has died Federal - Biz rule reject IND-250: MSA literal is not being included in the efile.

S-Corporation Fixed Alaska -Reject for NOL Carryover TY21 Update: CA PTE Elective Tax Calculation on Sch K-1 Columns C, D & E CA Worksheet for Schedule K, line 16b Not Footing CA Distributions Entered in Screen 27, code 120 No Longer Flow to CA Return Portland Metro/Multnomah County Form BIT-V Estimated Payments Added West Virginia Form approvals (all) and e-file go live

Partnership 2021 CA Check mapping on K-1 Export TY21 Update: CA PTE Elective Tax Calculation on Sch K-1 (565) Columns C, D & E Nebraska PTC Diag added New Jersey Letter issue and PTE Update Portland Metro/Multnomah County Form BIT-V Estimated Payments Added Fixed - If "Amended Return" or (Superseded for 1120/1120S/1120-F/1041/1065) checkbox is not checked, then taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return West Virginia Form approvals (all) and e-file go

Corporate Fixed Alaska -Reject for NOL Carryover Portland Metro/Multnomah County Form BIT-V Estimated Payments Added

Fiduciary CA Form 3461 approved 2021 FID CA E-file Exception Occurred AgriculturalActivityCd When Attempting to E-File 2021 FID US Diagnostic Ref. 53674 Informs User of NOL 80% Adjustment Without Input Options

Exempt Organization CA Form 3461 approved

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[IntuitBettyJo]

Latest Update: Version 42.0224

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 OH Cities Gibsonburg Generates Generic Form When Expecting RITA CO Client Letter Lists Estimate Voucher When Filing Instructions are Selected and No Estimates Are Present LA Form IT-540-2D Schedule E Line 4 Includes 2020 Disaster Carryovers 2-3 Times LA Form IT-540-2D Schedule E Line 4 Includes Other Retirement Benefits 2-3 Times MA E-file Exception Occurred AgriculturalActivityCd When Attempting to E-File NJ Worksheet D, Line 28a Not Completing NY Form IT-215 Not Pulling IT-201 Line 19a When Over Age 65 With Qualifying Child, Unable to Generate OH Cities Gibsonburg Generates Generic Form When Expecting RITA US Form 8938 Line 35c Shows PAR and Entity Selected in Screen 82.2 US Basis Carryover Charitable Contributions Not Flowing to Return or Carryover VT Diagnostic Ref. 56478 An Email Address is Required on the IN 151 for E-file Purposes

S-Corporation CA General Info Shows a Carryover of $1 for Targeted Tax Area Credit When No Input Exists HI K-1 Shows "Line 24" Next To K-1 Line 10 When Override Is Used MD Form 510D Calculates Estimates for Resident Shareholders With No Election Selected OH Cities Gibsonburg Generates Generic Form When Expecting RITA OH IT 4708ES Calculating Greater than Current Year Tax

Partnership KY Diagnostic Ref. 2056738 Generates for a General Partnership OH Cities Gibsonburg Generates Generic Form When Expecting RITA OH IT 4708ES Calculating Greater than Current Year Tax

Corporate OH Cities Gibsonburg Generates Generic Form When Expecting RITA

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[IntuitBettyJo]

Latest Update: Version 42.0225

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 - Added Diagnostic for pending changes to Federal Income Tax Deduction

S-Corporation ID - Form 41S Line 50 Minimum Tax Calculation LA - Watermark  MS - Form 84401 Income Tax Credit Summary in schema shows zero if amounts don't exist in required fields

Partnership MS - Form 84401 Income Tax Credit Summary in schema shows zero if amounts don't exist in required fields

Corporate LA - Watermark

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[IntuitBettyJo]

Latest Update: Version 42.0226

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Individual AZ watermarks and e-file schema

S-Corporation

Partnership

Corporate

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[IntuitBettyJo]

Latest Update: Version 42.0301

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 - State Impact from 100% Deductible Meals on Form 2106 CA - If someone enters a date in 3849, Part V CA -Alternative Calculation For Year of Marriage, but does not enter Taxpayer alternative family size, was causing an error. Print still prints out the date, which was getting pulled into e-file fixed CA - Individual CA Credit from PTE Elective Tax for Estates or Trusts" FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. LA - Louisiana updates for state impact of Form 8915 MD - Extension of 1st and 2nd quarter estimated tax due dates and the extension due dates MO - Informational Diagnostic 8915 added NY - E-file update for DPAD(form 8903) on New York forms OK - Informational Diagnostic 8915 added OR - Oregon Tax Planner updates, Fixes for Form BZT Voucher Amount SC - Diagnostic #3509 updated us "7203 Watermark ATC-359820" VA - ESFF child care diagnostic update VA - Fix for Reject 760-059 VT - New Schema; Input sheet update US - Remove watermark for Form 7203 US - E-file update for Form 8839

S-Corporation CA - 3893 (PMT) and (ES) will only print out once for the Client Copy FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. LA - Schedule L, Line 3 - field length increased MA - 63D-Entity Level Tax NJ - PTE clean up; state grants code in Adjustments screen Calc update; PTE updates NY - Watermark IT-2658 OR - Added "Oregon Corporate Activities Estimates" to General Information in Forms view  OR - Added "Metro Business Estimates" to General Information in Forms view TX - Updated verbiage of info diags 16753 (return) and 16754 (extension)

Partnership CA - 3893 (PMT) and (ES) will only print out once for the Client Copy CA - Update: CA Entity Type of Partner Nominee-Multiple for Federal FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. MA -  63D-Entity Level Tax  NY - Form IT-2658 Watermark removed NY - New York Capital Account reporting updates (IT204, Page 5, Lines 79 and 83 Statement) OR - Added estimated payments information on General Information for OR-CAT & BIT-V TX - Updated verbiage of info diags 16753 (return) and 16754 (extension)

Corporate AL  - Watermarks FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. OR - Added "Oregon Corporate Activities Estimates" to General Information in Forms view OR - Added "Metro Business Estimates" to General Information in Forms view TX - Updated verbiage of info diags 16753 and 16754 VA - Amended return PDF attachment added for efile

Global FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. MA - 63D-ELT - needed with Par, Sco OR - Add estimated payments information on General Information for OR-CAT & BIT-V TX - Updated verbiage of info diagnostics 16753 (return) and 16754 (extension) AL - Turned back on redaction of Drivers License Info

Fiduciary CT - XML Validation error occurs when CT1041ESBT is present because line 10 checkbox must be set to true or false for e-file fixed. FL - Added Miami-Dade-South to Global Florida Table 356 FL - Added address for Miami-Dade-South to GFLTangible class. MD - Form 504 Final instructions added. NE - Estimates K-1 main form us 1116, Sch B - Unavailable Watermark 1116 OSI WV - E-file and forms approval

Exempt US - XML format 990PF Line 11 ESTAXCREDIT

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[IntuitBettyJo]

Latest Update: Version 42.0305

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 - Schedule C Update to Meals Deduction AZ- SBI CA - Adjusted interest rate (July - December) DC - Reject DCD40-0063 DC - Schedule SR mailing address  IA - Form 461 Updates IL - Tax Planner Updates IL - Schedule K-1-T Line 31 IN - Tax Planner updates IN - No longer defaults to code 999 on additions and subtractions when a custom entry is made IN - Form 2106 Meal deduction updates KY - Form 461 Updates LA - Various forms updated MA - Child Tax Credit updated to show as Credit not Deduction in Tax Summary MA - Various changes on MA Forms  ME - Form 461 Updates MN - Tax Planner Updates NC- Watermark removal OH - Jackson added to RITA Efile OH - Updated the credit limit to .25 for Powell OH - Form image updates OR - Added "Multnomah County Preschool For All Estimates" to General Information in Forms view. PA - Some Philly forms now Unapproved WI - Meal Deduction updated calculation to include ""current year conformity"" add back WI - Form 2106 Meal deduction updates WI - Medical Care Insurance Deduction updated calculation to remove SE limitation WI - Added a check box ""Opt out of retirement income subtraction"" on Screen 51.231 Wisconsin Modifications. UT - Utah Banking Information Not Appearing VA - Form 760 does not calculate the Child and Dependent Care Expenses for non-MFJ filers. VT - Form IN-113 updates

S-Corporation AR - Form images updates CA - Adjusted interest rate (July - December) CA - PTE Amount doesnt show on Letter  DC - Schedule SR mailing address ID - Form 41S Line 50 Calculation when Computed Tax is $20 or Less IL - Reject IL477-5400-4 IL - Schedule K-1-T Line 31 IN - Meal Deduction updated calculation to include "current year conformity" addback KY - LEX/LOU Client Letter print issues resolved MA - Letter update OH - Jackson added to RITA Efile OH - Updated the credit limit to .25 for Powell OR - BIT-V approval PA - Some Philly forms now Unapproved WI - Federal Schedule M-1 Line 3b Statement For Amortization Does Not Show Amounts If Wisconsin Is Present on Return WV - IT-140NRC form approval

Partnership CA - E-File Validation Failure updated calculation CA - Not accounting for Federal Section 743(b) Override CA - PTE Amount doesn't show on Letter  DC - Schedule SR mailing address IL - Reject IL477-5400-4 IL - Schedule K-1-T Line 31 KY - LEX/LOU Client Letter print issues resolved KY - Louisville Unable to Check Yes box for Make Payments in Sum of $600 or More MN - Schedule PTE Updates MN - Updated the existing critical diagnostics to include when only the estimated tax payments are being e-Filed and one or more of the required inputs are missing or invalid NJ - 2D barcode delimiter OH - Jackson added to RITA Efile OH - Updated the credit limit to .25 for Powell OR - BIT-V approval PA - Some Philly forms now Unapproved WV - IT-140NRC form approval

Corporate CA - Adjusted interest rate (July - December) DC - Schedule SR mailing address IL - Reject IL477-5400-4 IL - Schedule K-1-T Line 31 IN - Form instruction link KS - Handling of non-refundable/refundable credit for Form K-60 KY - LEX/LOU Client Letter print issues resolved MI - Form instruction link MO - Form image updates OH - Jackson added to RITA Efile OR - BIT-V approval PA - Some Philly forms now Unapproved WV - All forms approved

Global ID - Form 41S Line 50 Calculation when Computed Tax is $20 or Less OH - Jackson added to RITA Efile OH - Updated the credit limit to .25 for Powell OR - Added "Multnomah County Preschool For All Estimates" to General Information in Forms view.

Fiduciary AR - Schedule C Update to Meals Deduction CA - PTE Elective Tax for Estates or Trusts CA - Adjusted interest rate (July - December)  GA - ESFF ratio IL - Schedule K-1-T Line 31 MA - 63D-ELT available OR - Added Form BIT-V for Portland Metro and Multnomah County WV - IT-140NRC form approval

Exempt CA- Adjusted interest rate (July - December)

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[IntuitBettyJo]

Latest Update: Version 42.0307

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 - SBI AZ - Additions to Form 321 CA - Diagnostic 3804 removed CA - Conformity changes for Child Tax Credit and Deduction for Child and Dependant Care Expenses ID - Form 43 Line 40 QBI Change NC - Various Updates

S-Corporation NJ - PTE updates NC - Various Updates OR - Request for Extension is not printing company name

Partnership NJ - PTE updates NJ - Client letter error message after recent program update resolved NC - Various Updates OR - Request for Extension is not printing company name

Corporate OR - Request for Extension is not printing company name

Global NC - Various Updates NJ - PTE updates

Fiduciary OR - Request for Extension is not printing company name

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0308

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 - K-1 with linked disposition gain and K-1 disposition loss fixed

S-Corporation SC - Update schema version

Partnership SC - Update schema version

Corporate SC - Update schema version

Global

Fiduciary

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0309

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 - Schedule C Line 5a updates AZ - Schedule C Line 65a updates AZ - SBI Allow Negative Amounts for Specific Loss Items AZ - SBI Other State Tax Credit text edits  CT - Diagnostic #56901 added CT - 1040x Line 26 does not allow negative amount for e-file  DE - Various updates to Form (PIT-RES) DE - Form PIT-NON Spouse Displays Taxpayer SSN in the 'Your Taxpayer ID' Field Causing Mis-match With 'Your First Name' HI - Diagnostic added 8915-F Conformity MO - Form MO-PTS Updates MS - Diagnostics for 8915 Changes added NC - Blocking rule updates OK - Diagnostics for 8915 Changes added SC - Business meal updates US - Form 7203 Page 2 Part 2 Column 2 of line 27 not calculating US - Premium Tax Credit updates (publication 974)

S-Corporation IL - Schedule B updates IL - Estimates will automatically create the filing instructions with out check the box just like the main return IL - Fixed Reject IL477-5400-4 MA - E-File reject F63ELT-050 Fixed MA - E-File reject F63ELT-030 Fixed MA - Form 355-ES Final  NC - Watermark Removal and blocking rule updates NJ - PTE Updates SC - Modifier updates

Partnership AR - Schedule AR 1050A Updates ID - Schedule K-1, page 2, line 41 statement grid fixed LA - Form R-6467V Final , Watermark Removed LA - Form IT-565 E-file hold  MA - E-File reject F63ELT-050 Fixed MA - E-File reject F63ELT-030 Fixed NC - Blocking rule updates NJ - Includes Dashes in Partner SSN/EIN in XML Causing E-file Schema Rejection WI - Foreign Diagnostics checked

Corporate MA - Form 355-ES Final NC - Watermark Removal

Global MA - 63D-ELT Calculation updates NJ - PTE Updates

Fiduciary AR - Schedule C Update to meal deduction MA - E-File reject F63ELT-050 Fixed

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0310

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 -140 Reject 791, Line 49 allowing credit which should be phased out by income fixed CA - Form 3514 Updates CO - E-File donated to charity e-file error fixed KS - Schedule A, Line 3 updates to schema KS - Schedule A, Line 8b diagnostic for Multiple Mortgage Interest MO - Form MO-1040 Signature Area Does Not Display the Preparer's PTIN MO - Form 1040V Generates When Electronic Payment Selected MS - Form 2106 adjustment updates MT - Updates to form images NY - IT-231 Page 2, Line 7 Worksheet updates OR - City of Portland & Multnomah County Oregon (Form SP) tax updates PA - Philly vouchers Rd 3, NPT, School Tax now unapproved US - 1040ES-NR Form Updates

S-Corporation KS - E-File Schema updates KY - Reject Code ML_005: Final Return Date is Missing updated KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank. NC - Blocking rule updates NJ - PTE-150 Watermark removed US - Form 8830 Draft

Partnership CA - Form 568 Updates KS - E-File Schema updates KY - Reject Code ML_005: Final Return Date is Missing updated KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank. MD - Blocking rule updates NC - Blocking rule updates NJ - PTE-150 Watermark removed PA - Philly vouchers Rd 3, NPT forms now unapproved US - Form 8830 Draft

Corporate KS - E-file schema updates KY - Reject Code ML_005: Final Return Date is Missing updated KY - Updated diagnostic Ref ID # 56065 to trigger when bank information is completely blank. NC - Blocking rule updates NJ - CBT-100U Watermark print issues US - Form 8830 Draft

Global KY - Reject Code ML_005: Final Return Date is Missing updated NC - Diagnostic #56980 When Screen 23 Has Missing Partnerships US - QBI Loss Info Does Not Show on General Info When Carryover Present

Fiduciary HI - Schedule CR, Line 28 missing from e-file HI - Schedule CR, Line 7A is not calculated into line 8 total  IA - Form IA-148 Updates ND - Updated W2G E-File validation error NY - Updates to Form IT-205A and form images US - Form 7203 Updates

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0311

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 - Deleted code 617 from the table for Other subtractions IN - Updates to Form 2106 MI - Form 4884 line 12 for public and line 14 for private aren't including the deceased amount if deceased is born after 1945. MI - Form 1040CR, Line 30, Other adjustments e-File statement should print a generic description when an amount exists MN - Updates to Form 2106 PA - BIRT and BIRT-EZ Forms US - Input Sheets for Section 199A Information from a Partnership K-1 Includes Incorrect Description for Code 1157.1 WI - Updates to Form 2106

S-Corporation PA - BIRT and BIRT-EZ Forms PA - Address change checkbox updates

Partnership IL - Schedule B updates IL - Reject code IL1065-11970-1 NE - EIN is not printing when Type of Entity is disregarded entity and partner type is other in the Partner Info Screen PA - BIRT and BIRT-EZ Forms

Corporate PA - BIRT and BIRT-EZ Forms

Global

Fiduciary

Exempt

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[Intuit_Al]

Latest Update: Version 42.0315

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 Alabama - AL 40NR Including Nontaxable Railroad Pension in All Source Income Column Arkansas - AR update AR-OI and AR3 Hawaii - Update TY21 conformity for disaster distributions for TY21 Missouri - Diagnostic 57004 added for Sch MO-A Private Pension Calculation Nebraska - NOL p2 graphic update New York - NY Form IT-196, Page 3, Line 44 Statement Pulling Incorrect Line Item New York - NY IT 229 Part 3 Schedule B Column C Penalties and Interest Override does not Work for -1 Pennsylvania - EF Schema Update Federal - Reject IND-289, No Schedule 1 Generating Federal - Form 114 Diagnostic Ref. 572 Generates With Errors in Text Federal - US Form 8867 When Additional Tax is Calculated on 8812 Federal - US Diagnostic Ref. 56844 Triggers When Form 7203 is Not Required

S-Corporation Arkansas - Franchise Tax limits to 300 instead of 150 Georgia - GA 600S Page 5 Only Shows 1 Shareholder North Carolina - SNC County Code not generating correct in XML for shareholder's foreign address New Jersey - Form PTE-100 Members Directory Column C Calculates Incorrectly New Jersey - e-File Diagnostic Ref. 52796 Generates in Error New Jersey - NJ Schedule NJ-NR-A Percentage Not Applied to PTE Distributive Proceeds Pennsylvania - EF Schema Update Federal - Schedule K Line 15 Low Income Housing Credit Fix

Partnership Alabama - AL Diagnostic Ref. 14017 Generates for Negative Amount in Capital Account Arkansas - SchAR1050A - Part 3, Line 4 not populated Hawaii - HI Form N-20 Page 2, Schedule K, Line 10 Includes Prior 179 Amount as a Negative Massachusetts - Remove watermark for NRCR North Carolina - K-1 Supplemental line 22f does not equal sum of lines 22a - 22e New Jersey - NJ PTE Estimates Encounter Diagnostic Ref. 36850 When Only PTE Estimates Present New Jersey - PTE-150 Estimates Filing Instructions Doesn't Include Payment Schedule Oklahoma - OK PAR 514 Page 2 Part 2 Line 20 Meals and Entertainment on Other Deduction Statement Pennsylvania - EF Schema Update Federal - Schedule K Line 15 Low Income Housing Credit Fix Federal - Schedule K3 Part X Section 3 Line 5 Will Not Complete

Corporate North Carolina - NCFIN-1160 - update modifier Pennsylvania - EF Schema Update

Fiduciary Federal - Form 1116 Sch B released Federal - US Form 114 Diagnostic Ref. 572 Generates With Errors in Text Hawaii - HI Form N-20 Page 2, Schedule K, Line 10 Includes Prior 179 Amount as a Negative

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[IntuitBettyJo]

Latest Update: Version 42.0317

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 321 Updates AZ - Form 352 Updates  DC - Form D-40 Calculation Issues DC - Will compute correct tax when other adjustments are present on Schedule 1 GA - Form GA-8453 Updates IL - Reject# ILCR-7600-1 Sch CR Step 4, line 43 is not rounding correctly KS - Federal copy attached on amended return KS - 100% Deductible Meals on Form 2106 KY - Form 740-ES Updates KY - Form 2106 Updates KY - Kentucky Net Operating Loss updates KY - Meal Updates ME - Form 500 UP Line 7 Should Include Overpayment Applied From 2020 NY - Form IT-229 updates NY - Form IT-634 Diagnostic  OH - RITA Diagnostic for Overpayment OR - Special Medical Subtraction F1 Help Age Restriction Incorrect OR - Tax payment record updates  PA - Philadelphia Vouchers approved US - Form 8867 Updates UT - Financial Transaction Summary will now show the correct date. WI - Removed Federal charitable deduction from Form-1NPR line 28 and Schedule M line 22 WI - Updated the calculation to include the Military Retirement Pension amount on Line Schedule H, 9D WI - Schedule SB Line 6 Amount is Doubled WI - Form 8949 Stock not appearing, resulting in overstated income

S-Corporation AZ - Screen 42.101 Updates CA - Form 3804 Updates DC - E-File Updates ID - Form 41S Updates ID - Form 65 Updates ID - Form Schedule K-1 Updates KY - Updated diagnostic trigger for Ref ID #56065 to trigger when bank information is completely blank. KY - On Form OL3 Page 1, Business Cease Date Does Not Print MA - Schedule RC line 10 does not generate 10% rate for TY21 returns MD - Form 500 UP Line 7 Should Include Overpayment Applied From 2020 MS - E-File Reject Requiring Amounts From Form 84-401 When Form Not Required NC - Schedule K-1 Section 179 Deduction Statement Shows $0 NJ - TY21 PTE Estimated Requested Payment Date missing in the XML payload NJ - Missing when Claiming immunity from Schedule-N is checked OR - Client Letter Instructs to Mail Form OR-19 When Form Not Part of Return OR - Due Date is Showing as 4/15 Rather than 4/18 PA - Philadelphia Vouchers approved

Partnership CA - Form 3804 Updates CA - Form 8453-P Updates CA - Form 568 Updates DC - E-file instructions will only generate when applicable ID - Form 41S Updates ID - Form 65 Updates ID - Form Schedule K-1 Updates KY - Updated diagnostic trigger for Ref ID #56065 to trigger when bank information is completely blank. KY - On Form OL3 Page 1, Business Cease Date Does Not Print MD - Form 510 Updates MS - E-File Reject Requiring Amounts From Form 84-401 When Form Not Required NJ - PTE Estimated Tax's Tax Year is wrong in the XML Header OR - Client Letter Instructs to Mail Form OR-19 When Form Not Part of Return PA - Philadelphia Vouchers approved WI - E-File Schema updates

Corporate AZ - PDF Dropdown Rejects DC - E-file and letter updates IL - Form IL-2220 Updates KY - Updated diagnostic trigger for Ref ID #56065 to trigger when bank information is completely blank. KY - On Form OL3 Page 1, Business Cease Date Does Not Print" MA - Schedule RC line 10 does not generate 10% rate for TY21 returns PA - Philadelphia Vouchers approved

Global  KY - On Form OL3 Page 1, Business Cease Date Does Not Print MA - Schedule RC line 10 does not generate 10% rate for TY21 returns

Fiduciary AZ - Input sheet updates CO - Input sheet updates DC - Input sheet updates ID - Input sheet updates IL - Input sheet updates IN - Input sheet updates KY - Form 740-ES Updates KY - Form OL3 Date Final  MA - Form 2-ES update MI - Proforma updates MI - Input sheet updates MN - Input sheet updates NJ - Form NJ-2210 Updates NY - Form IT-219 Watermarks removed OR - Input sheet updates RI - Input sheet updates US - 1116-004-02 reject UT - Input sheet updates WI - Input sheet updates

Fiduciary IL - Form IL-2220 Updates US - Form 8990 Watermark removed

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[IntuitBettyJo]

Latest Update: Version 42.0322

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 321 Updates AZ - Form 352 Updates AZ - Form 140PY & 140NR Statement updates CA - Form 568 Updates CA - Schema Updates CA - Form 3568 Updates CA - Form 3801 Worksheet Updates CA - Schedule P Form 540 & 540 NR Updates CA - Form 3801 AMT Doubles Passive Income From Corresponding Activity Linked Dispositions CA - Form 7203 Updates CA - Form 4197 Updates to Instructions CA - PTE Credit diagnostic removed GA - Schedule 1, Page 2, Line 9 Amount for Taxpayer is Understated HI - Input Sheet updates ID - MFS Standard Deduction over 65 resolved ID - Form 49 Line 1a Statement updates NM - Input Sheet updates OK - Diagnostic Ref. 51989 Generates Erroneously SC - Wrong amount carrying to SC1040 line 3l UT - E-File Wizard Screen Shows Paper Check When Overpayment Applied

S-Corporation AL - Schema updates CA - Input Sheet updates CA - Schema Updates CA - PTE Credit diagnostic removed ID - Form 49 Line 1a Statement updates MD - Form 511 page 5, Schedule B, Distributive/Pro Rata Share of Tax Paid Not Flowing After Update NH - Payment Voucher Doesn't Print with Government Copy NY - PTET Updates OK - Incorrect Address on OK Franchise Letter & Filing Instructions UT - Blocking rule updates VA - Schedule VK-1 Populates Line 9 AND 15 When Using Screen 44 Code 15 VA - Conformity diagnostic removal

Partnership AL - Schema updates CA - Schema updates PTE Credit diagnostic removed NC - Diagnostic Ref. 51904 References Incorrect Lines

Corporate AL - Schema updates CA - Schema updates CT - All forms final, and Combined Unity forms are now E-file only HI - N-30 Page 1, Date Business Began in Hawaii cuts off last digit MO - Form 1120-V updates to filing instructions OK - Incorrect Address on OK Franchise Letter & Filing Instructions

Global

Fiduciary CA - Form 541 Updates CA - Schema updates CA - PTE Credit diagnostic removed  HI - Input Sheet updates NC - Watermark updates NM - Input Sheet updates NY - IT-205-T Reject fixed and updates VT - Input Sheet updates WV - Resident box checkmarked when it's nonresident causes XML validation failure

Exempt

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[Intuit_Al]

Latest Update: Version 42.0324

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 - Vehicle and Auto Expenses Incorrect when Using Direct Input 4562 US - Form 8915F Carryover Taxable in 2023 on General Info is Incorrect AL - AL Sch A Line 1 Includes Medical Expenses Paid Using HSA AL - Modify Diagnostic for Pending Changes to AL Federal Income Tax Deduction CA - Update based on Ind US Schedule 1 EF Change DE - XML update for Schedule II IA - Validation Error for Missing Section 67(e) Expenses Adjustment Code IN - Section 179 Add Back Doubling for Non Resident Form IT 40PNR KY - Updates for Charitable Contributions From IRA Distributions MI - TY21 - Michigan - IND (CF Forms) - Lansing Mailing Address Change MO - Updates for State Impact of Form 8915 Changes (Part IV Additional Task) MT - MT p3 Spouse entered Fed Other Adj to Income (CtrlE) validation error for MFJ/MFSC returns NC - Validation error FormNCD400/PartnershipAndNCK1/PartNCK1 NJ - Reject 370: NJ-1040 Incorrect Total Income when return has S Corp Income from NJ-BUS-1 (Line 22) OH - RITA Incorrect city codes PA - E-File Schema Updates US - Form 8867 changes due to IRS guidance VA - Updates for Virginia Bulletin 22-1 advancing VA conformity to the IRC as of 12/31/2021 WI - Proforma Updates

S-Corporation AR - Form AR1100ESPET HI - Input Sheet updates MN - PTE Form Updates NC - Sch NC K-1 Supplemental Schedule does not print with K-1 NE - S2SN-0004 & S2SN-0006 e-file rejects OH - RITA Incorrect city codes OR - Portland Form SC-2021 Exemption Calculation Issue PA - E-File Schema Updates VT - VT Form BI-472 Generating With All Resident Shareholders/Partners WI - Grants Received from the Federal Restaurant Revitalization Fund

Partnership AR - Form AR1100ESPET KY - 2021 PAR KY K-1 PTE line 1 Not Including Partner's Share of 50% Disallowed Meals Addback KY - PAR KY e-File Reject SA-0007 Sum of Factors Produces Incorrect Amount MN - PTE Form Updates NC - Sch NC K-1 Supplemental Schedule does not print with K-1 NY - Reject 04075 and R1035 (Missing account or routing numbers) NY - 2D Updates - Adding Blocks for Non-paid Preparers and Self Preparer OH - RITA Incorrect city codes PA - E-File Schema Updates VT - VT Form BI-472 Generating With All Resident Shareholders/Partners WI - Grants Received from the Federal Restaurant Revitalization Fund

Corporate CT - Combined Forms Approved MD - Reject FORM500-01351-010 Fix NC - NC -- Reject NCCD405-1420 Fix OH - RITA Incorrect city codes PA - E-File Schema Updates

Global  2021 Tax Performance Issues Experienced After R6 Update

Fiduciary CA - 3804-CR Update CT - E-File Approval Changes IA - PTIN & Phone Number Validation Failures - Add/Update Diagnostics MA - MA 2G - Grantor/Bene - Foreign Address MA - MA Reject F2-220 Fix US - Superseded E-file Returns Reject Due to Duplicate

Exempt US - Reject F990EZ-121-01 fix US - Form 990-PF Reject F990PF-055-01 When Return is Marked Final US - 990 Schedule R not generating

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[IntuitBettyJo]

Latest Update: Version 42.0328

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 PA - E-File Schema Updates

S-Corporation PA - E-File Schema Updates

Partnership PA - E-File Schema Updates

Corporate PA - E-File Schema Updates

Global

Fiduciary

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0329

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 ATP shows spouse's SSN on joint return AL - Federal Income Tax Deduction Worksheet updates AL - E-File Schema Updates  AZ - Form 321 Updates AZ - Form 352 Updates AZ - Individual Rejects for Form 140SBI  CA - IRA Adjustment on Schedule CA/CA-NR CA - E-signature ERO signing date fix CA - Form 7203 Updates GA - Removed Diagnostic HI - General Updates MA - Schedule Y, Line 9 updates NC - The extension was rejected because Amended indicator checkmarked US - Form 8830 Watermark Removed VA - Form 760 Schedule ADJ Updates

S-Corporation CA - Schedule Q Updates GA - Removed Diagnostic MD - Bank Account Reject (RefundDirectDeposit/NotIATTransaction) MD - Unable to override the Tentative Tax on MD S-Corporation Form 510E MD - Filing instructions for the 510/511 incorrect" US - Schedule K-3 Attachment the Text for Date Paid or Accrued Overlaps with the Date Paid US - Form 8904 Updates VA - Adjustments for PPP expenses in excess of $100K and EIDL expenses still being calculated VT - General Updates

Partnership CA - Schedule K-1 Passthrough Summary Doubling Other Deductions CA - Schedule Q Updates GA - Removed Diagnostic LA - IT-565 E-File Schema Updates LA - E-file Diagnostic updates / revisions LA - Form CIFT-620 updates" MD - Filing instructions for the 510/511 incorrect US - Federal Invoice Includes Form 8900 When LA Is Added As State US - Form 8904 Updates VA - Adjustments for PPP expenses in excess of $100K and EIDL expenses still being calculated VT - General Updates

Corporate GA - Removed Diagnostic US - Form 8904 Updates VA - Adjustments for PPP expenses in excess of $100K and EIDL expenses still being calculated

Global

Fiduciary CT - Form CT-1041, Part 1, Schedule B, Line 1, CT taxable income cannot be negative for e-file GA - Removed Diagnostic

Exempt

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[Intuit_Al]

Latest Update: Version 42.0331

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)

Individual AR - Screen 25 Code 228 Does Not Print On Form AR3 AZ - Form 8889 Line 20 carrying to wrong line of Sch 1 CA - Schedule CA Adjustment from Fed Form 8829 DE - Reject on PIT-SCW DE - New version of Form PIT-CRS IA - IA4562B Input is limited to 18 prior year adjustments IA - Updated program so users can successfully e-file IA Form 100C when a rental participation explanation is entered IL - 2021 IND IL Reject IL1040-11730-1 IN - Fix for Validation error /ReturnState/FinancialTransaction/StatePayment/PaymentAmount IN - Reject SADDBK-IT40-038 KY City - Lexington Form 228 Envelope Slip Sheet is Missing Agency Address MO - MO-1040 Diagnostic 55541 Always Shows 19/83/0 for Original Due Date NJ - NJ-1040-NR page 3, line 37 does not total correctly when filing for only TP or SP NY - NYC-202S: Schedule B Line 2 is blank in the efile, and therefore, Line 4 Doesn't Foot in the efile  NY - NY IT-229 Line 15 Will Not Flow If The Amount is $250 NY - NY-IT-213 Worksheet C not pulling amount Earned Income amount NY - R0100 Reject “NYS Wages should not be equal to zero when W-2 shows NY Wages” NY - IT-201X Statement doubling up gambling/state lottery winnings NY - Reject R1001 for Extensions When Validation Turned Off OH - Form CCA-120-16-IR Update OK - Tax Planner Update US - Form 1116 Sch B does not generate unless there are prior year carryovers US - Form 8889 Line 20 carrying to wrong line of Sch 1 US - Form 1116 PDF attachments - Diag # 57138 added VA - Tax Summary Includes $1 of Savings Plan Contributions VT - Update Form IN-114 WI - 1NPR Line 27, Amount of Student loan interest deduction overstated WI Validation Reject

S-Corporation DE - Remove 1100-P watermarks IA - IA4562B Input is limited to 18 prior year adjustments LA - Form R-6981, Worksheets Final, Recovery Deduction/Credits Updates MA - Diagnostic Ref. #25650 Generates for MA When Interest Income Present NJ - CBT 160 A is not Printed when Forced, PTE Due Date Extensions (Release 3/31) WI - Form 5S-ET not flowing amounts when only one shareholder is present.

Partnership AL - Diagnostic Ref. 14017 - includes lines no longer on the form DE - Remove 200C-ES watermark IA - IA4562B Input is limited to 18 prior year adjustments LA - Remove R-6463, Update IT-565 Schema LA - Fatal Diagnostic added for LA Composite Checkbox (ref # 57130) LA - Recovery Deduction/Credits Updates NC - NCD403-1390 business rule reject fix NJ - PTE Due Date Extensions (Release 3/31) NY - NYC-204: Schedule B Line 10 Doesn't Foot US - Invoice Includes Form 8900 When LA Is Added As State

Corporate DE - Updated 1100CR Fix 1100CR graphic: Vital jobs lines 7 & 11 FL - Main form (ReturnHeaderState) is missing in e-file. IA - IA4562B Input is limited to 18 prior year adjustments KY - SLLET-0003 Reject Fix OK - Form 512, Page 5, Sch M-1, Line 5 statement total does not match form

Global

Fiduciary IL - K1-P and K1-T Updates KY - Schedule K-1 Beneficiary Class Selection Creates Unexpected Amount on Line 11 NY - ESFF validation error character length on Form IT-182 Part V US - Form 1116 Sch B does not generate unless there are prior year carryovers US - Form 1116 PDF attachments - Diag # 57140 added

Exempt

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[Intuit_Al]

Latest Update: Version 42.0401

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)

Individual PA - EF Schema Update

S-Corporation PA - EF Schema Update

Partnership LA - Extension e-file rejects for schema version PA - EF Schema Update

Corporate PA - EF Schema Update

Global

Fiduciary

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0405

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)

Individual AL - Line 4 cannot be negative for current e-file schema. If negative number entered as an override, diagnostic #43914 is triggered. AL - Business rule FIT rejections for AL40-FIT-765 & AL40-FIT-800 have been resolved. AZ - AZ-140, Line 20 Threshold Updated to Allow Capital Loss Greater than $3,000 AZ - Updates to forms 321 & 352 Qualifying Charitable Organizations LA - Tax Planner updates MD - Reject Error Form 502SU-20000-130 - 1099-G is not included in the E-File unless there is state withholding. NC - NCD400-2720 reject NC - Treatment of Employment Retention Credit Updates  NJ - Tax Planner updates NY - IT-204-LL Address displays foreign postal code and bank routing number in address information NY - Tax Planner updates  OK - Tax Planner updates OR - E-File Updates OR- Pre-Transmission Summary is Incorrect for Refund Applied to Next Year's Estimates OR - Form MET-40-NP Updates OR - Form MC-40-NP Updates US - Gift US Tax Summary Shows Spouse Applicable Credit When No Spouse Present US - Form 5471 Schedule P E-File Schema updates US - Diagnostic Ref #56850 Pub 536 Has Not Been Released Yet updated VA - SchOSC-010 reject fixed

S-Corporation AR - Franchise Tax input checkbox updates AZ - E-file Updates when Direct Debit selected MA - Schedule DRE Updates MD - Form 511 - Not taking state if different entry for Form 8825 NC - Treatment of Employment Retention Credit Updates

Partnership AL - Validation failure updates for Schedule NRC LA - Form R-6981 updates LA - IT-565 Schedule F Continued Line 17 Statement Does Not Have Info MA - Schedule DRE Updates MD - Form 511 - Not taking state if different entry for Form 8825 NC - Treatment of Employment Retention Credit Updates OK - Error code 514-001 - missing 511 CR code number when credit amount exists. TN - Report of Debts Not Generated When Refund Over 200 US - QBI Statement B generates for Corporate Partners

Corporate AZ - E-file Updates when Direct Debit selected MA - Schedule DRE Updates MA - E-file Exception Error When Form 5471 Is Included NC - Treatment of Employment Retention Credit Updates US - Form 1118 Updates

Global  OR - Form MET-40-NP Updates OR - Form MC-40-NP Updates

Fiduciary AL - Line 4 cannot be negative for current e-file schema. If negative number entered as an override, diagnostic #43914 is triggered. AZ - E-file Updates when Direct Debit selected LA - E-File Schema updates LA - Diagnostic #57146 added for Fiduciary E-filing LA - Watermark removed  MA - Schedule DRE Updates

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0407

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 IL - Reject ILCR-7730-1 IN - Indiana state tax summary does not match the IN Form IT-40RNR IN - Diagnostic Updates MA - Updates to Line 9a MA - Extension Electronic Payment Date Incorrect MI - 830, Signature Error. The return must contain the Michigan signature. MN - Form M1 and Schedule M1NC updates MT - Net Operating Loss Worksheet updates MT - Form 461 Updates  NY - Updates to Form IT-558 Diagnostic # 54902 NY - MCTD Estimates Unable to Generate 110% of Current Year Tax OR - Updates to Extension

S-Corporation KY - Electronic payments when federal and Louisville banking information differ and "electronic payment of balance due" checkboxes are checked. NJ - CBT-200-T Line 1 does not match CBT-100 line 2 (Federal 1120S filer)

Partnership IL - Updates to Diagnostic #56404 IN - Diagnostic updates LA - Diagnostic and Composite checkbox removed for US Dependency WI - Schedule 3-ET line 1 Column C pulls incorrect column from K-1 when partner type is fiduciary

Corporate AL - PDF Attachment updates for E-File IN - Diagnostic Updates IN - Reject S20NOL-002 MA - Schedule DRE Updates NJ - Estimates Table Not Shown on Letter When Estimates Overridden US - Form 1118 Schedule H Updates

Global

Fiduciary IA - Net Operating Loss Worksheet updates IN - Diagnostic Updates IN - Reject FIT-41-015 IN - Reject FIT-41-012 LA - Watermark removal LA - Form IT-541 Updates  NC - E-File Blocking rule updates NY - Updates to Diagnostic #39319 US - Form 4720 Updates US - Form 8868 Updates  VA - Watermark Removal WI - Form 2 Address updates

Exempt US - Diagnostic Updates US - Blocking rules updated for 4720

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[IntuitBettyJo]

Latest Update: Version 42.0412

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 - Schedule S, not including gambling income CA - Schedule D diagnostic CA - Schedule CA Validation Updates MO - Form MO-1040 updates MT - NOL Form Updates NC - E-File rejection /ReturnState/ReturnDataState/FormNCD400/Partnership/andNCK1/PartNCK1 NC - Add Schedules K-1 and K-1 Supplemental to project NY - Form NY-IT229 Updates NY - Form NY-IT-237 Updates OR - Form MC-40 Updates OR - Form MET-40 Updates US - Unable to Limit Passthrough NOL to 80% US - Financial Transaction Summary not Reduced by Bonds VA - Overridden itemized deductions to zero, validation updates VT - Diagnostic "e-file: The mobile lot rent on Form HS-122 cannot be overridden for e-file returns. (ref. #4797)" Generates Erroneously

S-Corporation AK - Reject for NOL Carryover AL - Removed AL Form PTE-E CA - K-1 Passthrough Summary References Incorrect Year DE - Form 1100S: Refundable credits not included in total payments and credits MT - Schedule K-1, Part 5 Line 3a is not being completed when Part 4 line 13 is present

Partnership AL - Removed AL Form PTE-E MD - Special Allocation information missing

Corporate AK - Reject for NOL Carryover GA - E-File Updates

Global  OR - Form MC-40-NP Page 2 Line 15 Column F Not Pulling Federal Amount OR - Portland Extension Form Line 2 Includes MET Tax

Fiduciary AL - Not populating WksFCCreditDetail for 1 country LA - Form IT-541 line 1 putting negative sign when instructions indicate not to MT - NOL Form Updates NC - Schedule K-1 Calculation updates NJ - Update to E-file Blocking rules VA - W2-G Updates

Exempt US - Form 990-T Watermark Removal US - Form 4720, Page 3, Sch C, lines 1 and 2 do not print percentages correctly

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How can I check which version of Lacerte I have installed? 

[IntuitBettyJo]

Latest Update: Version 42.0425

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

S-Corporation

Partnership

Corporate

Global

Fiduciary General program updates and e-file schema

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0427

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 - Electronic Payment information does not appear in Letter or E-File XML MA - e-File Reject F1-1520 Line 30 Worksheet Results Differ From Schedule OJC NC - FinTrans Summary Does Not Generate Schedule for Estimate VA - Diagnostic Ref. 42900 Generates Due to Spouse Tax Adjustment Worksheet Line 5 Including Form 4797 1231 Loss Carryovers MD - Form 510 Page 2 Lines 5 - 8 Completed for Investment Partnership NC - Schedule NC K1 Supplemental Page Reflects Incorrect Partner Name When Partners In Screen 7 Are Not In Order

S-Corporation

Partnership

Corporate NY - e-File Reject /ReturnState/ReturnDataState/processBO/composition/forms/CT3_4/CT3_4SCHCAPPBUSLSS/appBusLssInfo

Global

Fiduciary NC - e-File Reject /ReturnState/ReturnDataState/FormNCD407/Header/NameOfFiduciary/Business

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0504

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 IA -  Diagnostic Ref. 55189 Should Not Exist OK -  Exception Error When OK 576 Oklahoma Natural Disaster Tax Credit is Included

S-Corporation WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Partnership WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Corporate IA - Diagnostic Ref. 34483 Generating in Error IN - IT-20 NOL Does Not List Years and Deduction Used Correctly for Fiscal Year Filers

Global  OR - Form MC-40-NP Page 2 Line 15 Column F Not Pulling Federal Amount OR - Portland Extension Form Line 2 Includes MET Tax

Fiduciary WI - Form PW-1  Withholding is Present for Partners Who Meet the Under $1K Test

Exempt US - Client Letter For Form 990-T Includes Both E-file And Paper File Text

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[IntuitBettyJo]

Latest Update: Version 42.0525

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 - Statement on Form IT-2016 Line 16 Does Not Match Amount US - 1040NR Reject (SNEC-F1040NR-006) Tax Rate Shows 0 When e-Filing Instructions Are Set to No US - E-File Reject Error /Return/ReturnData Data in the Filing is Missing or Invalid

S-Corporation

Partnership LA -  Form IT-565 Schedule A Attachments Capital Acct at Beg of Year Blank US - Automatic Capital Account Percentages Calculate Over 100% Unexpectedly

Corporate

Global

Fiduciary US - NOL Diagnostics Ref. 33920 and Ref. 54063 Are Present When No Longer Applicable

Exempt US - Form 990 PF Page 8 Part IX Line 6 is not Prorated When Short Year is 1 Month US - Screen 5.1 (Code 91) F1 Help References Incorrect Form 8453-EO US - Form 990PF Letter Reflects Electronic Filing When Not Indicated

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[Intuit_Al]

Latest Update: Version 42.0615

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 MD E-file Wizard Doesn't Show Amount Due When Result of Underpayment Penalty

S-Corporation

Partnership

Corporate NE NOL Worksheet is Populating the Year Ending Dates Incorrectly

Global

Fiduciary

Exempt US Form 990-T, Schedule A, Part II Line 17 Statement Corresponding Years Incorrect

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[IntuitBettyJo]

Latest Update: Version 42.0622

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 IA E-File Reject /ReturnState/ReturnDataState/FormIA1040/Primary/GrossIncome/FormIA4562A/DisposedProperty OR Critical E-file Diagnostic Ref 57339 Generating with Version 42.0609 When Self-Prepared or Non-Paid Preparer Selected

S-Corporation CA Diagnostic Ref. 10609 for CA Corporation Number Limitation

Partnership NJ Name on Partner's Directory Doesn't Match Name on K-1 for Disregarded Entity

Corporate

Global

Fiduciary

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0629

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 - Auto Depreciation Taking Full Amount Instead of Expected Business Use CO - Form 0204 Line 2b Not Picking up NR Real Estate Withholding NY - New York City Form 1127 Shows a Refund While e-File Data Shows Same Figure as Amount Due NY - IT 215 Line 6 Worksheet Line 1 for Clergy or Church Employee Calculation Challenge

S-Corporation SC - Schedule D Diagnostics Ref. 53365, Ref. 53367, Ref. 53372, Ref. 53373, Ref. 53375, and Ref. 53377 Generate When No Stocks Entered

Partnership

Corporate

Global

Fiduciary

Exempt

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[IntuitBettyJo]

Latest Update: Version 42.0706 R9

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

S-Corporation

Partnership

Corporate

Global

Fiduciary

Exempt US - Tax Summary Displays Total Assets at End of Year as Zero on Version 42.0622 US - Form 990-T E-file Reject Error SA-F990T-025 Requires Debt Financed Expense Schedule When Missing Other Debt Financed Deduction Amt is Present

Operators Client Group Selection, Other, Client Status by 'Current Status Date' Not Working NYC Resident Info Reverts to 'No' in Screen One on Client Exit Only After Importing eOrganizer

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[IntuitBettyJo]

Latest Update: Version 42.0713

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 Line 18 Pulling Wrong Line Number From the 511CR AZ - Schema Updates Implemented, Program Update Required to E-file

S-Corporation NJ - CBT 100S Page 4 Schedule A Line 37b Includes Deduction for Wage Reduction

Partnership NJ - Schedule NJK-1 Swapping EIN's Entered in Screen 7 and Screen 32.1 For the Disregarded Entity Partner

Corporate NJ - CBT 100S Page 4 Schedule A Line 37b Includes Deduction for Wage Reduction

Global

Fiduciary OK - Form 511 Line 18 Pulling Wrong Line Number From the 511CR

Exempt

Operators

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[IntuitBettyJo]

Latest Update: Version 42.0727 Release 9.2

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 CO - Military Spouse Not Calculating Subtraction for Military Pension NY - Form IT-196 Line 16 is Being Reduced Unexpectedly US - Taxpayer Social Security Benefits Doesn't Export to Tax Planner - Spouse Exports Correctly US - Schedule 1 Line 8 is Not Matching the Amounts Showing on the Worksheet

S-Corporation US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number

Partnership CA  - Form 3534 APT Appearing at the End of Street Address When Preparer Selected US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number CT - Form CT-1065 Part 1, Schedule A, Line 3a Not Generating Additional Payment

Corporate CA - Form 3534 APT Appearing at the End of Street Address When Preparer Selected US - Input Screen 74 Code 51.1 Does Not Allow 0 as the First Number of QOZ Tract Number

Global

Fiduciary CA - Form 3534 APT Appearing at the End of Street Address When Preparer Selected

Exempt

Operators Individual and Partnership Client List - Unable To Use the Ctrl+I Search ALL MODULES Filter Conditions for Status Date In the Partnership and Individual Modules Generate Zero Results

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[IntuitBettyJo]

Latest Update: Release 14.2

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

S-Corporation

Partnership

Corporate

Global

Fiduciary

Exempt

Operators 2020 Organizer "Client Failed during processing - error message" When Printing Organizers or Sending eOrganizers

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[IntuitBettyJo]

Latest Update: Release Version 42.0809

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 Filtering Error 43988F6AEF37627E2ADB Not a Valid Floating Point When Filtering by Client Password US Database Reports - Tax Practice Summary Takes Hours to Calculate US E-file History Vanishes When Copying or Renumbering a Partnership or Individual Client

S-Corporation

Partnership Filtering Error 43988F6AEF37627E2ADB Not a Valid Floating Point When Filtering by Client Password US E-file History Vanishes When Copying or Renumbering a Partnership or Individual Client

Corporate

Global

Fiduciary

Exempt

Operators

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[IntuitBettyJo]

Latest Update: Release Version 42.0810

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 - Amended Form IT-201-X Does not Include Interest Penalties on Line 81 VA - Diagnostic Ref. 42900 Generated When Spouse Tax Adj. Worksheet Line 5 is Incorrect

S-Corporation GA - Form 600S Page 5 Schedule 11 is Blank IL - Diagnostic Ref. 0 E-File Payment Not Included

Partnership

Corporate KY - Client Letter Not Reflecting Electronic Payment

Global

Fiduciary NY - Client Letter on Grantor Trust Includes Incorrect Signing Location on Form IT-205

Exempt US - Form 990-T Reject SA-F990T-029 Includes Bad Message and Missing Statement

Operators

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[IntuitBettyJo]

Latest Update: Release Version 42.0824

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 - E-file Reject /ReturnState/ReturnDataState/SchAR3/TotalMiscDedNoLimit/MiscDedNoLimitDetail/OtherMiscellaneousDeduction AZ - EF Acceptance Letter Prints No Taxable Payable Twice MI - Group 2 NOLs Do Not Show As Carryforward On General Info NY - Form IT 225 Page 2 Line 10 for Subtraction Code 217 Does not Appear in Column B US - E-file Rejection F1040NR-034-02 When Numbers are Matching US - Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp

S-Corporation

Partnership US -  Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp CT - Diagnostic 40601 Generates With No Way to Enter Explanation

Corporate

Global

Fiduciary

Exempt US - 990-T E-file Rejection SA-F990T-012 US - Client Letter FDD Keyword Pulls Wrong Date When E-filing US - Form 5471 Schedule E Pages 2/3 Show Name of Filer Instead of Name of Foreign Corp

Operators

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[IntuitBettyJo]

Latest Update: Release Version 42.0907

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 VA - Unable to Clear Critical Diagnostic Ref. 54723

S-Corporation US - Diagnostics Ref. 10742 and Ref. 56056 Generating Erroneously

Partnership DC - Form D-30, Page 4 Schedule G Statement Doesn't Match Total IL - Schedule K-1-P Step 4, Line 27 is Mirroring Step 3, Line 18 When it Should Not

Corporate NJ - Unable to Clear E-file Critical Diagnostics Ref. 40721 When Auto Attach Set to 'No'

Global

Fiduciary NE - Form ESBT Line 11 Income Tax Much Higher Than Expected

Exempt

Operators

Gift US - Form 709 Spouse Form Unable to Change Allow Preparer/IRS Discussion

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[IntuitBettyJo]

Latest Update: Release Version 42.0908

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 - Diagnostic Ref. 2057515 When Short-Term and Long-Term Overrides are Used HI - Conformity to 2020 Qualified Disaster for Both 2020 and 2021

S-Corporation

Partnership

Corporate

Global

Fiduciary US - Diagnostic Ref. 2057515 When Short-Term and Long-Term Overrides are Used

Exempt

Operators

Gift US - Form 709 Spouse Form Unable to Change Allow Preparer/IRS Discussion

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