2023 Lacerte Tax Program Update is Live and Available for Download (Updated 11/14/2024)

[IntuitAlicia]

Latest Update: Version 44.0626

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 Part 2B Line 16 Column B Not Flowing to Line 17
• OH Overpayment Applied However E-file Wizard Indicates Refund Paper Check

S Corporate

• NJ Form CBT-100S, Page 16, Stock Owned Incorrect When Gaps Present in Shareholder Numbering
• US E-file Reject /Return/ReturnData/IRS1120SScheduleK1/CorpTotBeginTaxYearSharesCnt

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

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[IntuitAlicia]

Latest Update: Version 44.0710

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

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

Exempt

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

Fiduciary

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
• US Form 1116 Schedule B Line 1 Incomplete When VA is Added

Individual

• HI Form N-15 Line 44 Using Capital Gains Calculation - Calculation Challenge
• MO Error CalculatesTCalcset.Calculate Error Type TaxRound failed: Number Infinity
• OK Form 511-EIC, Part II, Line 15 Marked Incorrectly for Tax Year 2023
• US Diagnostic Ref. 33311 Generates When PDF Attachment is Added for Form(s) 3468
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection
• US Diagnostic Enhancement When Form 8960 Adjustment Required

Partnership

• CA Form 3533-B Unable to Populate Old Additional Information
• US Diagnostic Ref. 2054835 Requires Schedule Q for 1b Filer Results and Related Rejection

S Corporate

• CA Form 3533-B Unable to Populate Old Additional Information

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

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[IntuitAlicia]

Testing Subscription Notifications for "2023 Lacerte Tax Program Update is Live and Available for Download (Updated 7/15/2024)"

[IntuitAlicia]

Latest Update: Version 44.0717

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)

Updates

• General program updates to maintain performance, e-file schema, and general security.

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

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[IntuitAlicia]

Latest Update: Version 44.0724

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 Form 5471 Schedule F Statement on Line 5a & 5b Doubled

Exempt

• CA Diagnostic Ref. 30102 Generates When San Diego is Entered for Disaster Relief Explanation

Fiduciary

• US Form 5227 Amended Letter Generates Tax

Individual

• CA E-file Reject CAForm3804-CR/ElectiveTaxCredit/TotalPTETaxCredit Due to Missing PTE Name
• US Exception Error When Validating Return with 1040NR and 7203

Partnership

• RI E-file Critical Diagnostic Ref. 59149 Unable to Clear

S Corporate

• NM Interest Rate is Incorrect on Late Payment Worksheet

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

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[IntuitAlicia]

Latest Update: Version 44.0731

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 Presents Disabled FAQ Link on Electronic Filing Input Screen Series 100

Fiduciary

• NY Form TR-579.2-IT Line 3 Not Including Late Payment Penalty

Individual

• US E-file Rejection F8283-042 Diagnostic Enhancement
• WV Form IT-140 Unable to Check Qualified Farmer Box

S Corporate

• NJ CBT-100S Page 3 Line 22a Negative from K-1 Rental Losses
• NM Interest Rate is Incorrect on Late Payment Worksheet
• US Form 7203 Basis Carryovers of Foreign Taxes Paid or Accrued Not Flowing to Line 46 Column B

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

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[IntuitAlicia]

Latest Update: Version 44.0807 - Release 10

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

Individual

• AR Form AR3 Line 13 Doubles Contribution Amount Flowing From Schedule K-1

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

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[IntuitAlicia]

Latest Update: Version 44.0807 - Release 10

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)

This update has been put on a temporary hold to address the unexpected behavior introduced with the update. Customers have reported Lacerte locks up when navigating to Forms. If you have already updated your program, the following workarounds are available to address this behavior. We are anticipating a release later today, dependent on further testing.

Individual

• AR Form AR3 Line 13 Doubles Contribution Amount Flowing From Schedule K-1

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

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[IntuitAlicia]

Latest Update: Version 44.0809 - Release 10.1

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)

This update includes all items from Release 10 while also addressing previously reported behavior experienced with the initial release. 

In the prior release, some users reported Lacerte locking up when attempting to navigate to the Forms view.  This behavior has been corrected and is available in this release.

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.

[IntuitAlicia]

Latest Update: Version 44.0814

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

Individual

• IA Form IA 1040 Page 4 Schedule 1 Line 15 - Calculation Challenge

Partnership

• NJ E-File Reject DisregardedEntEIN Invalid or Incomplete
• NY PTE Worksheet Line 14 Column C - Amount Should Be Positive
• US Form 8283 Unable to Populate Sec A Name and Identifying Number Where Noncash Contribution Originally Reported

S Corporate

• US K-1 Passthrough Summary Page 2 Is not Generated for All K-1's

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

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[IntuitAlicia]

Latest Update: Version 44.0821

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

Individual

• CA Form 540 Lines 43 & 44 Credit Name and Code Missing When Minimum Tax Credit Carryover AMT is Present
• MT Multi-State Summary Worksheet Taxable IRA and Pension Amounts Are Reversed (Proforma)

Partnership

• GA Form 602ES Unable to Override Amount Paid
• MD Form 510 K1 Section D Line 4 Not Populating

S Corporate

• GA Form 602ES Unable to Override Amount Paid

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

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[IntuitAlicia]

Latest Update: Version 44.0828

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

• LA E-file Diagnostic Ref. 16196 When No Schedule A Present
• OK Form 512 Line 26 Doubling Deductions

Fiduciary

• IA 1041 Page 7 Line 11 When Federal is a Charitable Trust (Proforma)

Individual

• IA Form 2848 Page 4 Signature Not Showing Spouse Information

Partnership

• LA E-file Diagnostic Ref. 16196 When No Schedule A Present

S Corporate

• LA E-file Diagnostic Ref. 16196 When No Schedule A Present

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

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[IntuitAlicia]

Latest Update: Version 44.0903 - Release 11

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

• GA Consolidated E-file Reject For Schedule 9 Year of Loss

Partnership

• OR Forms P-2023 & SC-2023 Late Payment Penalty Calculated Using Wrong Date

S Corporate

• OR Forms P-2023 & SC-2023 Late Payment Penalty Calculated Using Wrong Date

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

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[IntuitAlicia]

Latest Update: Version 44.0911

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)

S Corporate

• MT Diagnostic Ref. 53079 Generates When Valid Secretary of State Number is Entered

Partnership

• US Unable to Clear Form 8283 Diagnostic Ref. 2060167
• MT Diagnostic Ref. 53079 Generates When Valid Secretary of State Number is Entered

Individual

• MA E-File Rejection When Schedule C Line 26 Expense is Negative

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

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[IntuitAlicia]

Latest Update: Version 44.0918

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

• NJ F1 Help Incorrect for field "Net income (loss) from rental real estate (A)" in Screen 38.081

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

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[IntuitAlicia]

Latest Update: Version 44.0923 Release 12

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)

Windows Operator Program Update

• General program updates in preparation of Lacerte 2024 release.

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.

[IntuitAlicia]

Latest Update: Version 44.0925 

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 Proforma Updates

Corporate

• AL Proforma Updates
• AR Proforma Updates
• CT Proforma Updates
• DE Proforma Updates
• GA Proforma Updates
• HI Proforma Updates
• IN Proforma Updates
• KS Proforma Updates
• KY Proforma Updates
• LA Proforma Updates
• MA Proforma & Schema Updates
• MD Proforma Updates
• ME Proforma Updates
• MI Proforma Updates
• MN Proforma Updates
• MO Proforma Updates
• MS Proforma Updates
• MT Proforma Updates
• NC Proforma Updates
• ND Proforma Updates
• NE Proforma Updates
• NM Proforma Updates
• OH Proforma Updates
• OK Proforma Updates
• TN Proforma Updates
• TX Proforma Updates
• VA Proforma Updates
• WI Proforma Updates

Exempt

• IL Proforma Updates

Fiduciary

• AL Proforma Updates
• AR Proforma Updates
• CT Proforma Updates
• DE Proforma Updates
• GA Form 501 Schedule 4 Line 1 US Interest Income Reported as GA Interest Income
• GA Proforma Updates
• HI Proforma Updates
• IN Proforma Updates
• KS Proforma Updates
• KY Proforma Updates
• LA Proforma Updates
• MD Proforma Updates
• ME Proforma Updates
• MN Proforma Updates
• MD Proforma Updates
• MS Proforma Updates
• MT Proforma Updates
• NC Proforma Updates
• ND Proforma Updates
• NE Proforma Updates
• OH Proforma Updates
• OK Proforma Updates
• PA Proforma Updates
• VA Proforma Updates
• WI Proforma Updates

Gift

• US Proforma Updates
• AL Proforma Updates
• AR Proforma Updates

Individual

• AL Proforma Updates
• AR Proforma Updates
• CT Proforma Updates
• DE Proforma Updates
• GA Proforma Updates
• IN Proforma Updates
• KS Proforma Updates
• KY Proforma Updates
• LA Proforma Updates
• MD Proforma Updates
• ME Proforma Updates
• MI Proforma Updates
• MN Proforma Updates
• MO Proforma Updates
• MS Proforma Updates
• NC Proforma Updates
• ND Proforma Updates
• OH Proforma Updates
• OK Proforma Updates
• TN Proforma Updates
• TX Proforma Updates
• US Proforma Updates
• VA Proforma Updates

Partnership

• AL Reject Error WksSchK65-AL65-003
• AR Proforma Updates
• CT Proforma Updates
• DE Proforma Updates
• GA Proforma Updates
• HI Proforma Updates
• IN Proforma Updates
• KS Proforma Updates
• KY Proforma Updates
• LA Proforma Updates
• MA Schema Updates
• MD Proforma Updates
• MN Proforma Updates
• MO Proforma Updates
• MS Proforma Updates
• NC Proforma Updates
• ND Proforma Updates
• NE Proforma Updates
• NM Proforma Updates
• OH Proforma Updates
• OK Proforma Updates
• TN Proforma Updates
• TX Proforma Updates
• VA Proforma Updates
• WI Proforma Updates

S Corporate

• AL Proforma Updates
• AR Proforma Updates
• CT Proforma Updates
• DE Proforma Updates
• GA Proforma Updates
• HI Proforma Updates
• IL Proforma Updates
• IN Proforma Updates
• KS Proforma Updates
• KY Proforma Updates
• LA Proforma Updates
• MA Proforma Updates
• MD Proforma Updates
• ME Proforma Updates
• MN Proforma Updates
• MO Proforma Updates
• MS Proforma Updates
• NC Proforma Updates
• ND Proforma Updates
• NE Proforma Updates
• OH Proforma Updates
• OK Proforma Updates
• TN Proforma Updates
• TX Proforma Updates
• US Proforma Updates
• VA Proforma Updates
• WI Proforma Updates

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.

[IntuitAlicia]

Latest Update: Version 44.1002

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

• WV Form IT-140NRC Line 3 Will Not Populate

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.

[IntuitAlicia]

Latest Update: Version 44.1009

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 Reject SA-F990T-018 For Schedule A Other Deductions Description

Fiduciary

• MD E-file Reject FORM504NR-8320-010 Indicating an Update is Required

Individual

• IA "Iowa Credits" Amount of PTET Credit Received Doubles Amount on the ES Worksheet
• US Diagnostic Ref. 305 Generates When Valid ITIN is Present

Partnership

• OH Form IT K-1 (4738) Not Including Related Party Adjustments on Line 2a

S Corporate

• OH Form IT K-1 (4738) Not Including Related Party Adjustments on Line 2a

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.

[IntuitAlicia]

Latest Update: Version 44.1017 Release 13

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

• AL E-file Reject SE-AL20C-017 Received When No Amounts Exist on Lines Referenced
• US Form 7207 Will Only Generate When Line 5 is Checked Yes

Exempt

• US Form 990-PF Part VI-B Lines 2a and 2c Not Generating 2 Digit Year

Partnership

• US Form 7207 Will Only Generate When Line 5 is Checked Yes

Fiduciary

• AR Validation Failure Error Code 24 When Trying to E-file

Individual

• AR Form AR3 Line 21 Other Deductions Includes Investment Expenses
• NY Amended Form NYC UBT PDF Attachment Not Included in XML

S Corporate

• AL Form 20S Schedule A Line 10 Data Entry Issue
• US Form 7207 Will Only Generate When Line 5 is Checked Yes

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.

[IntuitAlicia]

Latest Update: Version 44.1023

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

• GA Form 600 Schedule 12 Line 27 is Doubled
• GA Consolidated Form 600 Page 8 Line 27 Total Net Worth Tax

Individual

• GA Schedule 4 Line 18 Amount Calculated Doesn't Foot
• HI Form N-15 Line 19 Column A Generates Excess Loss Adjustment
• IA Unable to Clear Diagnostic Ref 60090

Partnership

• UT Schedule K Line 12 Not Pulling From Schedule K-1 Line 12

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

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[IntuitAlicia]

Latest Update: Version 44.1031

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 R-10606 Column 2 Income Earned in Other States - Calculation Challenge
• MD E-File Reject Form502CR-50000-026

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.

[IntuitAlicia]

Latest Update: Version 44.1106

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

Individual

• CO Form DR 0104CR Line 49 Should be Restricted by Federal Taxable Income

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

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[IntuitAlicia]

Latest Update: Version 44.1114 - Release 14

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

• 2022 Through 2024 Lacerte Tax Opens Without Requiring Sign-In and/or Displays a 2019 Splash Screen (more details about SSO can be found here:  https://accountants.intuit.com/community/lacerte-tax-news-updates/discussion/lacerte-multi-year-acce...)

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.