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Level 5
August 21, 2026
Question

Why doesn't Lacerte calculate the 2026 estimates for a trust at 110% when Adjusted gross income is over $150,000?

  • August 21, 2026
  • 1 reply
  • 37 views

Why doesn't Lacerte calculate the 2026 estimates for a trust at 110% when Adjusted gross income is over $150,000?  The instructions say it estimates should be calculated at 110% when gross income before the income distribution deductions is over $150,000.  My Lacerte option in the trust module is set to 100/110%, but with adjusted gross income of $309,000, my 2026 estimates are calculating at 100% of 2025 tax.

1 reply

Kathi_at_Intuit
Moderator
August 24, 2026

Hi ​@Kathleen1 thanks for stopping by the Community and posting about why doesn't Lacerte calculate the 2026 estimates for a trust at 110%. We'd connect with Lacerte Support for help with this. They’d be able to remote in, take a look with you, and get it reported if need be. 

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