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How to generate Form 8864 in Lacerte

by Intuit Updated 4 months ago

This article will assist you with generating Form 8864, Biodiesel and Renewable Diesel Fuels Credit, in ​Lacerte​.

Refer to the IRS Instructions for Form 8864 for more information.

To generate Form 8864 in the program:

  1. Go to Screen 34, General Bus. & Passive Act. Credits.
  2. Using the Section List in the lower-left, select the Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit (8864) section.
  3. Enter the Biodiesel (other than agri-biodiesel) field.
  4. Enter any other applicable fields in this section.

Additional important information:

  • Diagnostic ref. #10568 will generate reminding you to attach a Certificate for Biodiesel and/or Statement of Biodiesel Reseller to the return in order to claim the credit. You can attach the certificate or statement as a PDF on Screen 4.4, e-file Miscellaneous using the PDF Attachment button.
  • If you aren't attaching the certificate or statement as a PDF, mark the checkbox labeled Attach biodiesel and renewable diesel fuel credit certificate or reseller statement to 8453 (electronic filing only) to have the program generate Form 8453 so that you can send the statement via mail.
Lacerte Tax

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