How to generate Form 8820 in ​Lacerte​

This article will assist you with generating Form 8820, Orphan Drug Credit, in the Individual module of Lacerte.

Most provisions for the orphan drug credit are expired.

To enter a credit carryover from a prior year:

1. Go to Screen 34, General Bus. & Passive Act. Credits.
2. Scroll down to the Prior Year Unallowed Credits section.
3. Locate the grid under the Other Passive Credit Carryovers subsection.
4. For the Credit Type (Ctrl + T), select Orphan drug (8820).
   • This is under the Form 3800, Part IV, Line 1 Credits dropdown.
5. Enter the applicable amount in the General Business Credit column.
   • This credit will flow to Form 3800 after passive activity limits have been applied.