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2023 Lacerte Tax Program Update is Live and Available for Download (Updated 11/21/2024)

IntuitCharlene
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Latest Update: Version 44.1121 - Release 14.1

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

  • NC Form NC-NOL Line 1f Not Pulling Amount Expected From Federal

Partnership

  • Proforma Password is Not Transferring to 2024

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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;

  1. From the Tools dropdown menu, select Lacerte Updates.
  2. 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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Important Notes: 

  • Windows Operator Updates will prompt a system reboot
  • The latest program updates will be listed first, while prior updates will be displayed as replies.

 

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IntuitCharlene
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Moderator

Lacerte 2023 Release Dates here

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**Mark the post that answers your question by clicking on "Accept as solution"
IntuitAlicia
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What's New With Intuit Lacerte Tax for Tax Year 2023

We’re dedicated to continuously improving the overall quality and security of your tax software to help you have a better tax year. From key workflow tool improvements to 20 new e-file capabilities, you can count on Lacerte to help make tax work more efficient and impactful. 

Looking for specific forms or filing types? Use our online forms finder

End of support: Windows Server 2012 and Windows Server 2012 R2

As of October 10, 2023, Microsoft will no longer provide security updates, non-security updates, bug fixes, technical support, or online technical content updates. At Intuit, security of your data is a top priority, so we encourage our customers who are running Windows Server 2012 and Windows Server 2012 R2 to upgrade to Windows Server 2016 or higher. Visit the Community for the complete list of system requirements

SafeSend integration

Send your clients’ returns to SafeSend directly from the Lacerte client grid–no downloading and uploading needed, so you can more efficiently assemble, deliver, and e-sign completed tax return packages. Learn more here

Simplified Intuit Tax Advisor plan creation

Now you can start tax plans for your 1040 clients more efficiently with a quick click from your client grid. This will open AND sign you into Intuit Tax Advisor, so you can immediately start working on that client’s tax plan.

Quick Employer Forms Accountant

Under the new IRS rules, filers of 10 or more returns of certain files (including W2 and 1099s) for a calendar year generally will need to file electronically with the IRS. Previously, electronic filing was required if the filing was more than 250 returns of the same type for a calendar year. With Quick Employer Forms Accountant, you can create and e-file an unlimited number of W-2s and 1099s for your clients’ employees and contractors. You can e-file and print forms within a business and across multiple businesses individually and in bulk. It supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV. You’ll also get W-3 & 1096 forms for your records automatically. Learn more on our website.

Intuit Select Pro Staffing

Find staff easily with this new outsource provider program. We’ve partnered with credentialed hiring solution providers so you don’t have to. These providers will match you with expert outsourced staff trained that are already on your software, so you can grow your business the way you want with staff custom fit for your firm. Learn more on our website

Workflow enhancement suggestions

As you work in different parts of Lacerte, you’ll occasionally receive recommendations on tools that can help you streamline certain processes in your workflow.

Latest update: 2023 Lacerte Tax Program Update is Live

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Release Version 44.0002 

Available November 8, 2023
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

  • General program updates in preparation of Tax Year 2023 

Corporate

  • AL Form 20C Checkbox Schedule of Adjustments to FTI Does Not Check When FTI Applicable
  • AL Form 20C Checks Box for Amended Return When Only CA is Marked for Amendment

 

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Latest Update: Release Version 44.0003 - Operators Release 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

  • US Watermark Updates to Forms 2548, 8821, 4506, 4506T, 8822, 8822-B

Estate

  • NY Watermark Updates

Gift

  • US Watermark Updates
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Latest Update: Release Version 44.0004 - Operators Release 2.5

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)

Operators

  • Completed Input Sheets Only Print Activities When Multiple Items Are Present
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Latest Update: Release Version 44.0104

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

 

Corporate

  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Exempt

  • Illinois - Form Updated - changes to Watermark

Fiduciary

  • Alabama - Form Updated - changes to Watermark
  • Arkansas - Form Updated - changes to Watermark
  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Individual

  • Alabama - Form Updated - changes to Watermark
  • Arkansas - Form Updated - changes to Watermark
  • Delaware - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Partnership

  • Delaware - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Massachusetts - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Mississippi - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • North Carolina - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

S Corporation

  • Delaware - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • Indiana - Form Updated - changes to Watermark
  • Kansas - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark
  • Minnesota - Form Updated - changes to Watermark
  • Montana - Form Updated - changes to Watermark
  • Ohio Pass-Through - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Tennessee - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.

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Latest Update: Release Version 44.0110 - 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)

 

Corporate

  • Alabama - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark


Fiduciary

  • Alabama - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Louisiana - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark


Individual

  • Alabama - Forms Updated - changes to Watermark
  • Arkansas - Forms Updated - changes to Watermark
  • Missouri - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark


Partnership

  • Alabama - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Louisiana - Forms Updated - changes to Watermark
  • Missouri - Forms Updated - changes to Watermark
  • New Mexico - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark


S Corporate

  • Alabama - Forms Updated - changes to Watermark
  • Arkansas - Forms Updated - changes to Watermark
  • Delaware - Forms Updated - changes to Watermark
  • Hawaii - Forms Updated - changes to Watermark
  • Oklahoma - Forms Updated - changes to Watermark
  • Tennessee - Forms Updated - changes to Watermark
  • Federal - Forms Updated - changes to Watermark

Updated! The Lacerte Tax Form Availability Tool is now available with print and e-file details.

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Latest Update: Release Version 44.0118

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

Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Maryland - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Oregon - E-file schema updates
  • Virginia - Forms/E-file Updated - changes to Watermarks

Estate

  • Federal - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks


Fiduciary

  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Federal - Forms/E-file Updated - changes to Watermarks


Individual

  • Delaware - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks
  • Vermont - Forms Updated - changes to Watermarks


Partnership

  • Alabama - Forms Updated - changes to Watermarks
  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Maryland - Forms/E-file Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New Jersey - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Oregon - E-file schema updates
  • Federal - Forms Updated - changes to Watermarks
  • Virginia - Forms/E-file Updated - changes to Watermarks


S Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Florida - Forms Updated - changes to Watermarks
  • Georgia - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Kansas - Forms Updated - changes to Watermarks
  • Kentucky - Forms Updated - changes to Watermarks
  • Maryland - Forms/E-file Updated - changes to Watermarks
  • Montana - Forms Updated - changes to Watermarks
  • North Dakota - Forms Updated - changes to Watermarks
  • New Hampshire - Forms Updated - changes to Watermarks
  • New York - Forms Updated - changes to Watermarks
  • Virginia - Forms/E-file Updated - changes to Watermarks
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Latest Update: Release Version 44.0120

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

Individual

  • Forms Help Feature Release

Fiduciary

  • Federal - E-file Schema Update
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Latest Update: Release Version 44.0124

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)

Benefit

  • Federal - Forms Updated - changes to Watermarks


Corporate

  • Arkansas - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks 4684
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks

Fiduciary

  • Alabama - Forms Updated - changes to Watermarks
  • Arkansas - Forms Updated - changes to Watermarks
  • Hawaii - - Forms Updated - changes to Watermarks 4684
  • Louisiana - Forms Updated - changes to Watermarks
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks


Individual

  • Georgia - Forms Updated - changes to Watermarks
  • Iowa - Forms Updated - changes to Watermarks
  • Maryland - Forms Updated - changes to Watermarks
  • North Carolina - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • South Carolina - Forms Updated - changes to Watermarks
  • Federal - Forms Updated - changes to Watermarks
  • Virginia - Forms Updated - changes to Watermarks
  • Vermont - Property Tax Adjustment Worksheet
  • Washington - Forms Updated - changes to Watermarks


Partnership

  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks
  • Hawaii - Forms Updated - changes to Watermarks
  • Louisiana - Forms Updated - changes to Watermarks
  • Maryland Form 511 Line 18 Unable to Apply Refund to Estimated Taxes
  • Missouri - Forms Updated - changes to Watermarks
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks
  • Alabama - Forms Updated - changes to Watermarks
  • Alabama Form 20S Schedule K Line 7a Not Matching Federal Schedule K Line 7a When Built In Gains Present
  • Arkansas - Forms Updated - changes to Watermarks
  • Delaware - Forms Updated - changes to Watermarks


S Corporate

  • Maryland Form 511 Line 18 Unable to Apply Refund to Estimated Taxes
  • New Mexico - Forms Updated - changes to Watermarks
  • Oklahoma - Forms Updated - changes to Watermarks
  • Tennessee - Forms Updated - changes to Watermarks
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Latest Update: Release Version 44.0124 WinOps Release 3.5

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 program updates to address overall program performance.

Note: Windows Operator program updates will require a system reboot.

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Latest Update: Release Version 44.0125 

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)

Corporate

  • Florida - Form Updated - changes to Watermark F-1120
  • Illinois - Go Live
  • Indiana - Go Live
  • Kentucky - Form Updated - changes to Watermark 62A500 Series
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated
  • Michigan - Go Live
  • Missouri - Form Updated - changes to Watermark
  • North Carolina - Form Updated - changes to Watermark
  • New Hampshire - Form Updated - changes to Watermark 8949
  • New York - Form Updated - changes to Watermark CT-399
  • Rhode Island Form BUS-EST Filing Instructions for Estimates Show Incorrect Due Dates
  • South Carolina - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Go Live

Exempt

  • Illinois - Go Live
  • Federal - Form Updated - changes to Watermark 990, 4684, 8949, 8995

Fiduciary

  • Alabama - Form Updated - changes to Watermark
  • Illinois - Go Live
  • Indiana - Go Live
  • Kentucky - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • Michigan - Go Live
  • North Dakota - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark IT-2105.9, 4136
  • Ohio - Form Updated - changes to Watermark
  • South Carolina - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Virginia - Form Updated - changes to Watermark
  • Wisconsin - Go Live

Individual

  • Alabama - Form Updated - changes to Watermark
  • Arkansas - Form Updated - changes to Watermark
  • Hawaii - Form Updated - changes to Watermark 8606
  • Iowa - Form Updated - changes to Watermark
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • Michigan - Form Updated - changes to Watermark Detroit
  • Missouri - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • Nebraska - Form Updated - changes to Watermark
  • New Hampshire - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Wisconsin - Go Live
  • West Virginia - Go Live - Form Updated - changes to watermark

Partnership

  • Iowa - Form Updated - changes to Watermark
  • Illinois - Go Live
  • Indiana - Go Live
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • North Carolina - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • South Carolina - Form Updated - changes to Watermark
  • Federal - Basis Worksheets & Diagnostics
  • Wisconsin - Go Live

S Corporate

  • Florida - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • Illinois - Go Live
  • Indiana - Go Live
  • Kentucky - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maine - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • North Carolina - Form Updated - changes to Watermark
  • North Dakota - Form Updated - changes to Watermark
  • New Mexico - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • South Carolina - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Go Live
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Latest Update: Release Version 44.0130 

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

 

Corporate

  • Alabama - Form Updated - changes to Watermark
  • Georgia - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • Nebraska - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Texas - Form Updated - changes to Watermark
  • West Virginia - Form Updated - changes to Watermark


Fiduciary

  • Georgia - Form Updated - changes to Watermark
  • Louisiana - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • West Virginia - Form Updated - changes to Watermark


Individual

  • Iowa - Form Updated - changes to Watermark
  • Wisconsin Schedule OS Doubles Amount of Income When Iowa W2 Wages Are Entered
  • Missouri - Form Updated - changes to Watermark
  • Montana - Input Sheets
  • Federal E-file Processor Error "Tag Return\ReturnData\IRS1040ScheduleC\EnergyEffcntCmrclBldgDedAmt Not Found"
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Texas - Form Updated - changes to Watermark
  • West Virginia Mortgage Interest Impacting Schedule C Fields


Partnership

  • Georgia PTR Summary Line 4 Displays an Amount Erroneously
  • Louisiana - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • New Jersey - Form Updated - changes to Watermark
  • New Jersey Form NJ-1065 Partners Directory Column I Calculating Incorrectly
  • Ohio - Form Updated - changes to Watermark
  • Texas - Form Updated - changes to Watermark
  • West Virginia - Form Updated - changes to Watermark


S Corporation

  • Arkansas - Form Updated - changes to Watermark
  • Kentucky - e-file schema updates
  • Louisiana - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Missouri - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Oklahoma - Form Updated - changes to Watermark
  • Texas - Form Updated - changes to Watermark
  • West Virginia - Form Updated - changes to Watermark
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Latest Update: Release Version 44.0131 

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

Corporate

  • Arizona - Late interest
  • California - Form 3531 approval
  • Colorado - Form Updated - changes to Watermark
  • Massachusetts - Form Updated - changes to Watermark
  • Maryland - Form Updated - changes to Watermark
  • Pennsylvania - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

 

Exempt

  • California - Late interest
  • Federal - Form Updated - changes to Watermark

 

Fiduciary

  • Alabama - Form Updated - changes to Watermark
  • Arizona - Input sheets
  • California - Input sheets
  • Colorado - Form Updated - changes to Watermark
  • Illinois - Form Updated - changes to Watermark
  • Massachusetts - Form Updated - changes to Watermark
  • New York - Later interest rate
  • Oregon - Form Updated - changes to Watermark
  • Rhode Island - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

 

Individual

  • Arizona - Late interest
  • Colorado - Form Updated - changes to Watermark
  • Connecticut Printing Input Sheets Results in a Send/Don't Send Error
  • Illinois - Input sheets
  • Maryland - Form Updated - changes to Watermark
  • New Jersey - Form Updated - changes to Watermark
  • Ohio - Form Updated - changes to Watermark
  • Pennsylvania - Form Updated - changes to Watermark
  • Rhode Island - Input sheets
  • Utah - Input sheets
  • Wisconsin - Form Updated - changes to Watermark

 

Partnership

  • California - Form Updated - changes to Watermark
  • Colorado - Form Updated - changes to Watermark
  • Illinois Exception Error When Viewing Filing Instructions
  • Louisiana - Form Updated - changes to Watermark
  • Massachusetts - Credit updates
  • Maryland - Form Updated - changes to Watermark
  • New Jersey - Form Updated - changes to Watermark
  • Federal - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark

 

S Corporate

  • California - Interest rates
  • Colorado - Form Updated - changes to Watermark
  • Georgia - Form Updated - changes to Watermark
  • Illinois Filing Instructions Estimate Table Not Completed
  • Maryland - Form Updated - changes to Watermark
  • New Jersey - Form Updated - changes to Watermark
  • Wisconsin - Form Updated - changes to Watermark
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Latest Update: Release Version 44.0201 

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

Exempt, Fiduciary, Individual

  • Federal - Form Updated - changes to Watermark 8879
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Individual

  • Iowa Form 8453 Prints Twice For Client Copy
  • Massachusetts Form 1 Line 46 Child and Family Tax Credit is Not Applied to Dependents Age 12

 

Partnership

  • New York Form IT-204-IP Line P Omits Resident and Nonresident Indicators When Partner Numbering Gap Exists

 

S Corporate

  • Maryland - Form Updated - changes to Watermark 500UP
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Latest Update: Release Version 44.0204 

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

Corporate

  • Massachusetts - Form Updated - changes to Watermark 355-ES
  • New Mexico - E-file schema
  • Federal - Form Updated - changes to Watermark 5471

 

Estate

  • Federal - Form Updated - changes to Watermark 5471
  • Federal Form 990 Line 22 Jump to Input Goes to Wrong Input Field

 

Fiduciary

  • Federal - Form Updated - changes to Watermark 5471

 

Individual

  • Kentucky Form 740-V Unable to Populate Total Payment Amount
  • Federal - Form Updated - changes to Watermark 5471/7205/7206

 

Partnership

  • Kentucky Form 740PTET and 740NP Do Not Include Guaranteed Payments
  • New Mexico - E-file schema
  • Massachusetts - Form Updated - changes to Watermark 355-ES

 

S Corporate

  • New Mexico - E-file schema
  • Federal - Form Updated - changes to Watermark 5471
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Employee

Latest Update: Release Version 44.0207 

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

  • Arizona - Input Sheets
  • California - Form Updated - changes to Watermark 2106

 

S Corporate

  • California - Form Updated - changes to Watermark 3531
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Employee

Latest Update: Release Version 44.0208 

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

Corporate

  • Iowa - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark NYC-200V

 

Fiduciary

  • Colorado - Form Updated - changes to Watermark
  • Iowa - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark NYC-200V

 

Individual

  • Colorado - Input Sheets - Form Updated - changes to Watermark
  • District of Columbia - Input Sheets
  • Iowa Form IA 1040 Not Printing "Illinois resident tax withheld in error" When Steps 1, 2, and 3 Show Zero
  • Iowa Form IA 1040 Step 3 Dependents Includes Those Suppressed This Year
  • Idaho - Input Sheets
  • New York - Form Updated - changes to Watermark NYC-200V
  • Rhode Island - Input Sheets
  • Federal Form 8283 Section A Not Producing Statement When More Than 4 Donations Entered
  • Federal Form 5695 Part I Address Not Displayed
  • Utah - Input Sheets

 

Partnership

  • Colorado - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark NYC-200V

 

S Corporate

  • California - Form Updated - changes to Watermark
  • Colorado - Form Updated - changes to Watermark
  • New York - Form Updated - changes to Watermark NYC-200V
  • Oklahoma Form 512-s Page 11 Schedule A Not Including Officers
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Employee

Latest Update: WinOps Release 4 - Version 44.0208 

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)

Operators

  • General program updates

 

Note: Windows Operator (WinOps) program updates will prompt a system reboot.

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Employee

Latest Update: Release Version 44.0209 

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

 

Corporate

  • Michigan - Form Updated - changes to Watermark
  • Federal PPP Loan Forgiveness Statement Not Available

 

Exempt

  • Federal Form 990 Line 22 Jump to Input Goes to Wrong Input Field

 

Fiduciary

  • Federal Form 8995-A Line 2 - Calculation Challenge
  • Indiana eSignature Request for IT-8879 Only Includes One Page

 

Individual

  • Ohio - Form Updated - changes to Watermark
  • Federal Form 2210 Worksheet Fourth Quarter Date
  • Federal Form 8995-A Line 2 - Calculation Challenge
  • Indiana eSignature Request for IT-8879 Only Includes One Page

 

Partnership

  • Federal Form 1065 Schedule B Line 10c Statement is Blank
  • Federal PPP Loan Forgiveness Statement Not Available

 

S Corporate

  • Federal PPP Loan Forgiveness Statement Not Available
  • Federal - Form Updated - changes to Watermark
  • Nebraska - Form Updated - changes to Watermark
  • New Jersey Form CBT-100S, Schedule SJC Part I Signing Officer Name Only Displays Title

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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Employee

Latest Update: Release Version 44.0213 

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

 

Corporate

  • WA - Form Updated - changes to Watermark
  • LA - Form Updated - changes to Watermark
  • MO - Form Updated - changes to Watermark
  • NE - Form Updated - changes to Watermark
  • NY Form NYC-400 Estimates Not Calculating Evenly Across Quarters
  • US - Form Updated - changes to Watermark 2220

 

Fiduciary

  • DC - Form Updated - changes to Watermark


Individual

  • PA Form PA-1000 Line 6 Not Pulling IRA Distributions
  • DC - Form Updated - changes to Watermark
  • IA E-file Reject Form 4562A XML Not Showing 'asset life' Tag From K-1 Sec 179 Entry
  • ID NOL From 2021 is Triples Entry Amount
  • MT - Form Updated - changes to Watermark
  • OR Missing Input for Mandatory Paid Family Leave Contributions
  • US - Form Updated - changes to Watermark

 

Partnership

  • CO Filing Instructions For Estimates Not Printing With Client Copy
  • GA Unable to Generate Form 700, Schedule 11 Credit Details
  • DC - Form Updated - changes to Watermark

 

Quick Employer Forms

  • QEF Customers Not Receiving Confirmation Emails When Accepted or Rejected

 

S Corporate

  • CO Diagnostic Ref. 2059354 Generates Erroneously
  • DC - Form Updated - changes to Watermark
  • NE Schedule PTET and K-1N Not Matching PTET Credits for Shareholders
  • US - Form Updated - changes to Watermark 2220
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Employee

Latest Update: Release Version 44.0216 

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

 

Corporate

  • AK - Form Updated - changes to Watermark
  • IA - Form Updated - changes to Watermark
  • IN - Form Updated - changes to Watermark
  • OH - Form Updated - changes to Watermark
  • PA - Form Updated - changes to Watermark Philly Coupons

 

Exempt

  • US - Form Updated - changes to Watermark 2220 / 8858

 

Fiduciary

  • IA - Form Updated - changes to Watermark
  • NJ - Form Updated - changes to Watermark

 

Individual

  • AL Schedule W 2 Line 17 Includes Withholding From States Other Than Alabama
  • AL Diagnostic Ref. 40647 Triggering Erroneously
  • DC Form DC 8379 Instructions
  • IN Unable to Populate Form IT-40PNR Page 3 Line 19b
  • MI Form MI-1040 Page 3 Firm Details Truncated
  • MO Printing a Missouri Government Filing Copy Gives Exception Error
  • PA Form PA-1000 Line 6 Not Pulling IRA Distributions

 

Partnership

  • ID Form PTE-12 Column E Incorrect When Exempt Member for ABE Purposes is Checked
  • NE - Form Updated - changes to Watermark
  • NJ Diagnostic Ref. 36850 Generates Erroneously
  • NY Form NYC-204EZ E-file Error Exception Occurred Attempting to Process
  • NY Form IT-204-IP Line P Omits Resident and Nonresident Indicators When Partner Numbering Gap Exists - Still Broken Past v44.0202
  • US Form 3468 Solar Energy Credit Won't Special Allocate Correctly While Gaps Exist in Screen 7 Partner List

 

S Corporate

  • AK - Form Updated - changes to Watermark Form 6000
  • IA - Form Updated - changes to Watermark Form 2220
  • ID Form PTE-12 Column E Incorrect When Exempt Member for ABE Purposes is Checked
  • LA - Form Updated - changes to Watermark
  • NE Schedule K-1N Line 19l Affordable Housing Credit Reports PTE Credit Amount
  • PA - Form Updated - changes to Watermark Philly Coupons
  • US Form 3468 Solar Energy Credit Won't Special Allocate Correctly While Gaps Exist in Screen 7 Partner List
  • US - Form Updated - changes to Watermark Form 7207
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Employee

Latest Update: Release Version 44.0220 

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

 

Corporate

  • IA - Form Updated - changes to Watermark

 

Fiduciary

  • IA - Form Updated - changes to Watermark

 

Partnership

  • NJ Form NJ-NR-A Line 7 Doubling Rental Income Resulting in Incorrect Allocation Percentages

 

S Corporate

  • NC Form CD-401S, Schedule B, Line 17 When NC-NA Filing Date Entered
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Employee

Latest Update: Release Version 44.0222

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)

 

Corporate

  • MA Final Form 355U Formset

 

Fiduciary

  • LA Form R-541ES Pages 2 & 3 Display 2023
  • OR Form OR-K-1 PTE Fiduciary Name Flowing to Entity Name Field

 

Individual

  • AR Diagnostic Ref. 45535 Generating Erroneously
  • CA Form 8454 Displays 2022
  • IA 1040 Step 6 line 24 unable to mark Early Childhood Development Credit
  • IA Form IA 124 NOL Not Carrying Correct Amount Over
  • IN Diagnostic Ref. 456825 is Generating Erroneously
  • MD Form 502 Taxpayer Date of Death Missing After Last Name
  • VA Form 760C Line 1 Reduced by PTE Credit

 

Partnership

  • NC E-file Reject /ReturnState/ReturnDataState/FormNCD403/Part4/Partners/PartA/DeductionsFromInc
  • US Lacerte is Not Following IRS Notice 88-81 for Installment Sales - Calculation Challenge
  • US Schedule K-3 Page 6 Line 49 Statement Missing Detail

 

S Corporate

  • IA Diagnostic Ref. 59944 Message is Incomplete
  • NC Form NC-NA Does Not Generate Unless Forced
  • US Lacerte is Not Following IRS Notice 88-81 for Installment Sales - Calculation Challenge
  • US Form 7203 Line 28 - Calculation Challenge
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Employee

Latest Update: Release Version 44.0227

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

 

Corporate

  • FL E-file Reject /ReturnState/ReturnDataState/FormF1120/AccountingRecordsLocAddress/USAddress/ZIPCd

 

S Corporate

  • AR Schedule AR K-1 Prints Nonresident State Name Missing Leading Characters
    TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

 

Individual

  • AL 40 page 2 line 16 Statement
  • CO Critical EF Diagnostic Ref. 59909 Unable to Clear
  • TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

 

Partnership

  • AR Schedule AR K-1 Prints Nonresident State Name Missing Leading Characters
  • NJ Diagnostic Ref 41323 for Seat of Partnership Management
  • NJ Statement for Schedule SJC Generates When Not Required
  • TN Form FAE-170 Line 14 and 15 Unexpected Penalties and Interest Calculated
  • TX Wages and Cash Compensation Worksheet Incorrect Limitation (400,000)

 

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Employee

Latest Update: Release Version 44.0229

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

Fiduciary

  • IA Form IA 1041 Page 8 Schedule C Line 8 Generates Blank Statement
  • Massachusetts - Form Updated - Changes to Watermarks

 Individual

  • WI Schedule OS Informational Diagnostic Ref. 17412
  • MN Schedule M1DQC Box 8 Unable to Check Box When Dependent is 18
  • NH Filing Instructions Show No Payment Required When Payment is Due
  • NY Form IT-225 Part 1, PTE Allocation
  • US Form 3800 Watermark Removed - Diagnostic Added
  • UT Form TC 40 Page 2 Line 33 Withholding Doubled

 Partnership

  • NJ Schedule A, Column C Unable to Indicate Passthrough K-1 Entity as Unitary
  • NC Form CD-401S Schedule B Line 19 Doubles Tax When Both Taxed S-Election and Composite Indicated

 S Corporate

  • NJ Schedule NJ K-1 Page 1 Part 2 Line 1 Appears to Pull Incorrect Figure

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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Employee

Latest Update: Release Version 44.0305

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)

Corporate

  • US Forms 8891, 8835, 3468 Watermark Removal


Fiduciary

  • MS Form 81-110 Line 2 is Incorrectly Calculating Tax Based on Instructions Table
  • NE - Form Updated - changes to Watermark


Individual

  • GA Informational Diagnostic Ref. 59621 Unable to Satisfy Requirement
  • PA Filing Instructions Include Main Form With Payment
  • SC Form 1040ES Watermark Removal


Partnership

  • NC Schedule NC K1 Line 6 Using Non-Apportionable Income Includes 100% of Apportionable Income


S Corporate

  • NJ (Non-MidYear) Form PTE-160 Part I Line 7 Column A Populating Incorrect Date as 6/15/23
  • US Schedule K-1 Line 17 Code AA Does Not Have Statement on K-1 Page 2
  • US Forms 8835 Watermark Removal

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: WinOps Release 5 Version 44.0307 

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)

Fiduciary

  • HI Diagnostic Ref 40824 Generates When Checkbox is Not Marked
  • LA Dates for Begun and Ended on Form IT-541 Cuts Dates Off
  • US Form 3800 Watermark Removal

 

S Corporate

  • DE Form SCT-TAX Tax Payer ID Number Displays First Number Multiple Times
  • NC E-file Diagnostic Ref. 56985 Referencing Beginning and Ending Dates Generates in Error


Individual

  • MA Schedule SC, Page 2, Lines 8, 9, & 14 - Calculation Challenge
  • MA Override Field "Charitable contributions deduction [O]" Screen 51.192 Code 79 Doesn't Work
  • NJ Form NJ-2450 for Taxpayer Does Not Show City Name
  • US Form 8283 Section A, Line 1, Column H FMV Not Flowing When Override is Present


Partnership

  • AR Federal Copy Not Printing With Arkansas Government Filing Copy
  • IA Exception Error When E-filing Refers to Grid 457
  • MD Schedule K-1 Page 1 Section D Line 5 Excludes Line 4 From Total
  • ND Partner Type IRA Should Be Updated to Trust

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0312

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

 

Individual

  • MA Override Field "Charitable contributions deduction [O]" Screen 51.192 Code 79 Doesn't Work (additional update)
  • OH Form IT-NRC Prints Spouse Residency Dates on Single Return


S Corporate

  • US Form 7203, Line 8b Not Reduced by Depletion in Excess of Basis - Calculation Challenge

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0314

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 Estimate Dates Not Showing on Financial Transaction Summary
  • MO Payment Dates FinTrans Summary Uses Computer Date Client Letter Uses Deadline Date
  • US Form 3468 E-file Critical Diagnostic Ref. 59592 Requiring IRS-Issued Registration Number


Partnership

  • AL E-file Reject Error WksSchK65-AL65-003 OtherInvestmentItems/OtherInvestItem/OtherInvestAmt
  • AR Federal Copy Not Printing With Arkansas Government Filing Copy
  • MN Schedule PTE Unable to Designate Non-Grantor Trust


S Corporate

  • MN Schedule PTE Unable to Designate Non-Grantor Trust
  • NY Form(s) IT-2658 Estimates for 2024 Are Calculated on Final Year Return
  • NY Input Sheets Form CT-34-SH Article 24A & 24B Entries Not Included

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
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Employee

Latest Update: Version 44.0315

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)

 

Partnership & S Corporate

  • TX E-file Reject 5205 Invalid Combination of Tax Forms

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
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Employee

Latest Update: Version 44.0318

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

 

Fiduciary & Exempt

  • US E-file Schema Updates

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

IntuitAlicia
Employee
Employee

Latest Update: Version 44.0319

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

 

Corporate

  • TX Form 05-169 Generates When Only the 05-102 is Needed


Fiduciary

  • MA Printing Schedule 2K-1 Includes SSN When Masking Set
  • MA Form 2 Line 50 Pulls Other State Withholding Amounts
  • MD Form EL102B Not Printing With Return


Individual

  • TX Form 05-169 Generates When Only the 05-102 is Needed


Partnership

  • TX Form 05-169 Generates When Only the 05-102 is Needed


S Corporate

  • TX Form 05-169 Generates When Only the 05-102 is Needed
  • MD Form EL102B Not Printing With Return
  • US Form 8283-Sec B Line 3a Column I Amount Displayed in Date Format
  • US E-file Critical Diagnostic Ref. 2040259 Form 8283 Required PDF Attachment Selections Missing

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0321 (Release 5.5)

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)

 

Fiduciary

  • IA Diagnostic Ref. 60085 Generates for Inter Vivos Trust
  • US E-file Schema Reject Schedule K-1 Line 14 Code I Displayed in XML Incorrectly


Individual

  • CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
  • IA Form IA 148 E-file Reject Part IV Not Displaying Taxpayers Share of Tax Credit
  • OK Estimate Dates Not Showing on Financial Transaction Summary
  • OK Notice Received Due To Other Subtraction Statement Missing
  • US Form 8962 Line 11 Column E Calculates Incorrectly When Noncash Contributions Present
  • US Payment Date for Taxpayers Residing in MA and ME


Partnership

  • CA SMLLC E-file Reject /CAForm568/SoleOwnerConsent/IndividualName ID Number Missing
  • OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns


S Corporate

  • OK Form 514 Page 7 and Form 514-SUP, Lines 12 and 13 Completing for PTE Returns
  • OR Schedule OR-K-1 Beginning Stock Ownership Percentage is Incorrect


WinOps

  • Lacerte Error "An Item with the same key has already been added" When Backing Up Clients to a Flash Drive

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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Employee
Employee

Latest Update: Version 44.0326

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

 

Fiduciary

  • OR Schedule OR-K-1 Address Lines Swapped for Shareholders and Benes When Numbering Gaps Exist

 

Individual

  • MD E-file Reject Form502CR-50000-026 502CR /TaxesPaidOtherStates/OtherState[1]/LocalTaxRate
  • US Form 8283 Diagnostic Ref. 2060119 When Not From Passthrough Entity

 

Partnership

  • NC E-file Reject NCD403-1174 When Line 20 is Zero
  • NJ Extension Wizard Does Not Display Account Number for PTE 200 T

 

S Corporate

  • NJ Schedule PTE K-1 Will Not Generate the Checkmark for Disregarded Entity
  • OR Schedule OR-K-1 Address Lines Swapped for Shareholders and Benes When Numbering Gaps Exist

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0328

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)

 

Benefit

  • US Initial Release Available

 

Corporate

  • IA Form IA-128, Part 3, Line 34 Reducing Credit Amount by 10 Percent
  • IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form

 

Exempt

  • US E-file Reject Error F990T-028 When Attachment For 1118 is Present

 

Fiduciary

  • OK Schedule K-1 Line 5a Column B for Nonresident Beneficiaries - Calculation Challenge

 

Individual

  • AL Form 40NR Part I Column B (All Sources) Line 3 Not Flowing
  • IA Form IA 134 Does Not Generate Unless State if Different is Utilized
  • MA OSTC Not Including 4 Percent Surtax From Line 18b - Calculation Challenge
  • MD Form 502R Line 1a/b Reduced by Nonqualified Plans

 

Partnership

  • AL PTE C K1 Diagnostic Ref. 59996 Percentage of Ownership Generated Erroneously
  • IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form

 

S Corporate

  • IL E-file Reject IL1065-5700-2 & IL1065-7200-2 EF Amounts Flow to Main Form
  • NC Form CD-429 Estimate Amounts Not Reflected In Filing Instructions
  • PA Critical Diagnostic Ref. 58595 Generates When "Force Schedule H" is No Longer Available

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
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Employee

Latest Update: Version 44.0329

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

  • eSignature Sending Request Generates Form 8879-TE

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
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Employee

Latest Update: Version 44.0402

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

  • DC Client Letter Displays Two Refund Sentences

 

S Corporate

  • NM Form S-CORP Page 6 Displays Blank Lines 3d and 7 When More Than Seven Shareholders Listed
  • SC Schedule SCK-1 Line 16 Credit Description is Incorrect vs Input Available on Screen 47

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0404

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

 

Fiduciary

  • OH E-file Validation Error \FTIAdjustmentsSchedule\IncomeAddition\IRC168AdjAdd\TimeFrame

 

S Corporate

  • FL Form DR-405 County Appraiser for Duval County is Incorrect

 

Individual

  • AL Schedule RS Taxable Pension Using 8906 Amount
  • HI Form N-11 line 21d Not Picking Up New 8283 Form Amount(s)
  • IA Form 126 Line 23 Subtracting a Negative Adjustment
  • MA Schedule D Line 1 Amount Overstated Due to Pension Distribution
  • NY E-file Wizard for Form IT-204LL Routing and Account Numbers Transposed When Multiple Filings Present
  • OH Columbus Form IR-25 Part D Line 8 Deducting Taxes Paid to Non-Taxing City
  • OK Form 511 Schedule 511-A Line 1 Not Matching Statement
  • PA Schedule E Expenses Not Adding Up Correctly
  • US Diagnostic Ref. 6665 Unable to Select Arabian Peninsula to Satisfy Requirement
  • US Vehicle Expense Worksheet Printing When Blank
  • VT Financial Transmission Summary Doesn't Include Estimate Payment Dates

 

Partnership

  • NJ Form NJ-NR-A Does Not Generate When Percentage is 0
  • NJ Extension Wizard Does Not Display Account Number for PTE 200 T
  • OK E-file Diagnostic Ref. 45641 Triggers for Resident Partners

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0408

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

Individual

  • US Spouse Authentication Section Unable to Complete and ID Type Changes

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0418

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

Exempt

  • US Dispositions Screen 24 Missing Grid After Recent Update (Version 44.0321)

Fiduciary

  • AR Form AR1002NR Line 16 (Column B) Totals Not Matching Schedule K-1FE
  • IA Exception Error Validating Return With Sale of Asset Present
  • KY Diagnostic Ref. 52632 Generates When NOL Present
  • MD E-file Reject /Form504/Decedents/DecedentFinalReturn When Federal Return is Marked Final
  • NM Grantor Fid 1 Page 2 Lines 28 - 32 Not Completed

Individual

  • AR Form AR1100PET Section A Line 1 Not Including Federal Rental Real Estate Income
  • AL Tax Summary Not Listing Taxable Retirement Distributions in Income Total
  • IA Form IA 126 Line 12 Reporting Other Non-Iowa Income From Federal 8853
  • NM Form PIT-ADJ Line 16 Including Short Term Gains
  • NY E-File Reject R0251 for Form IT-267
  • TX E-file Critical Diagnostic Ref. 60173 Triggers When Form Referenced Are Not Present
  • TX Form 05-102 Reject /ReturnState/ReturnHeaderState/Filer) Version 44.0404
  • US Form 8911 Unable to Generate When Calculating 6% on Line 5a
  • VA Reject Error 763-128 Return Isn't Itemizing

Partnership

  • AR Form AR1100PET Section A Line 1 Not Including Federal Rental Real Estate Income
  • WI Schedule 3K/3K-1 Showing Foreign Tax Paid or Accrued Erroneously
  • WV Schedule C Pulls Wrong Name of Entity

S Corporation

  • KY 8879(C)-K(740NPWH) Tax Data Not Flowing

 

Note: Program updates will prompt a system reboot when prior year programs are running.

Updated! The Lacerte Tax Form Availability Tool is now available with print details.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitBenD
Employee
Employee

Latest Update: Version 44.0425

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)

Partnership

  • 2023 PAR AL E-file Reject Error WksSchK65-AL65-003 OtherInvestmentItems/OtherInvestItem/OtherInvestAmt
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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0501

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

Corporate

  • NJ Diagnostic Ref. 38281 Requires Date With No Related Input Field

Fiduciary

  • US Form 1041 Schedule G When Line 11a is "No" Line 11b Should Remain Blank

Individual

  • ME ES Worksheet Calculating Incorrect Tax Based on 2023 Rates
  • MN Client Letter Lists Incorrect Amount Due When Penalties Are Present
  • US Form 8283 Contributions Not Flowing to the 7203
  • US Form 1116 Part IV Carryover Worksheet and Line 35 Inconsistent
  • US Exception Error When 1040NR and 1099-Q Present Together

S Corporate

  • NJ Client Letter Includes NJ PTE-100 Payment Details When Not Elected

 

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0508 - Release 8

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

Corporate

  • AR E-file Wizard Not Displaying Amount of Auto-Withdraw
  • GA E-file Critical Diagnostic Ref. 2050914 Generating Erroneously

 

S Corporate

  • GA E-file Critical Diagnostic Ref. 2050914 Generating Erroneously

 

Gift

  • US Interest Rate Options Show Incorrect Quarter Dates

 

Individual

  • AL Schedule RS Part II Reporting Non-Taxable Pension Rollover Distribution
  • US Exception Validating Client With Form 1040-NR And S-Corp Loss With Basis
  • US Exception Error When Validating Return when 4797 Has a Worksheet for 1231 from Multiple K-1s
  • US E-file Exception Error Form 1040NR ATEExceptionmessage: Tag Scorporation\Businessnameline1txt

 

Partnership

  • IA Acceptance Letter Shows No Balance Due When There is an Amount Due
  • WV Schedule SP Skips Partners 11 and 12

 

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0515 

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

Individual

  • MA Contribution Limitation Calculation and Carryovers to 2024
  • MD Reject Error Form502CR-50000-026 On Version 44.0418
  • MI Form MI-1040 Line 27a and 27b Doesn't Calculate
  • OH City Dayton Client Letter Mailing Address Incorrect

 

Partnership

  • NJ Schedule NJK-1 Part II Line 1B Not Pulling NJ Nonoperational Activity From NJ-1065 Line 22

 

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0612 

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

Exempt

  • CA E-File Reject F199-140 Missing Form 3885 When No Overrides Utilized

Individual

  • NY IT-203-F Allocation Period Not Printing

Partnership

  • ID Form 65 Line 60 Not Adding Line 57 When Amended

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0620 

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

Corporate

  • NY Form NYC-2S Not Showing Checkboxes For Federal Form Filed


Exempt

  • US Form 114 Validation Error ATEExceptionMessage ActivityPartyTypeCode Not Found


Fiduciary

  • MN Diagnostic Ref. 46008 Generates Erroneously When Schedule M2MT Line 6b is Blank


Individual

  • CA 3804 CR K-1's Marked Delete This Year are Still Displayed When A Carryover from Prior Year Exist
  • NJ Form NJ-1040X Filing Instructions Omit the Refund Amount
  • US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
  • US Form 8915-F Unable to Indicate FEMA-4759-DR in Box C1


Partnership

  • NJ E-file Reject DisregardEntName Form NJ-1065

 

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

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IntuitAlicia
Employee
Employee

Latest Update: Version 44.0624 

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)

Partnership & Individual

  • US E-file Exception Error During Batching - The Given Key Was Not Present in The Dictionary

 

Note: Program updates will prompt a system reboot when prior year programs are running.

New! The Jump-to-Input and Form Help Features offer form based in-product self-help options to save you time.

0 Cheers
Reply