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

IntuitBettyJo
Community Manager
Community Manager

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

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

 

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updates.jpeg

 

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 42.0105 Release R1.5

 

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

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 42.0112 Release 3

 

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.

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

 

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IntuitBettyJo
Community Manager
Community Manager

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

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

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IntuitBettyJo
Community Manager
Community Manager

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
Community Manager
Community Manager

Latest Update: Version 42.0125

 

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.

 

Partnership

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

 

 

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IntuitBettyJo
Community Manager
Community Manager

Latest Update: Version 42.0126

 

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

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
Community Manager
Community Manager

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
Community Manager
Community Manager

Latest Update: Version 42.0208 - R4.6

 

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)


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
Community Manager
Community Manager

Latest Update: Version 42.0215

 

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

  • 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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

Latest Update: Version 42.0226

 

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 watermarks and e-file schema

 

S-Corporation

 

Partnership

 

Corporate

 

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IntuitBettyJo
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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
Community Manager
Community Manager

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

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

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Intuit_Al
Community Manager
Community Manager

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

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

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IntuitBettyJo
Community Manager
Community Manager

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

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

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IntuitBettyJo
Community Manager
Community Manager

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

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

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Intuit_Al
Community Manager
Community Manager

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

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

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Intuit_Al
Community Manager
Community Manager

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
Community Manager
Community Manager

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

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

Related Help Articles: 

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

 

 

 

 

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Reply
IntuitBettyJo
Community Manager
Community Manager

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

 

 

 

 

Please subscribe to this post for release updates by clicking on the gear icon, on the upper right hand of your screen.

 

 

 

This page can be accessed from within Lacerte by selecting Tools > Lacerte Updates.  Click on the link, Click here to view detailed information on all available Lacerte updates.

 

Related Help Articles: 

 

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