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Manual entry forms available in Lacerte

by Intuit•1• Updated 1 month ago

What are manual entry forms?

When preparing multi-state returns, the use of multi-state manual entry forms are not supported. Manual entry forms may only be used with one state within each return. 

These forms may be found on Screen 100, Manual Entry Forms in the Individual, Partnership, Corporate, S-Corporate, and Fiduciary modules. This screen is different than your typical input screen. It includes and displays fillable PDF forms that allow you to complete specific forms that aren't supported by Lacerte.

The list of available forms on Screen 100 will depend on the state selected on Screen 1, Client Information.

Which states have manual forms?

YearIndividualPartnershipCorporateS CorporateFiduciary
2020NYNYNYNYNY
2021NYAL, NYNYAL, NYNY
2022NYAL, NYNYAL, NYNY
2023NYAL, NYNYAL, NYNY

Follow these steps to enter manual entry forms:

  1. Go to Screen 100, Manual Entry Forms.
  2. Select the applicable form under Forms in the left menu.
  3. Click in the field you want to enter and type the applicable information.
    • You can press Tab on your keyboard to automatically move to the next field.
    • You can create multiple copies of a form, if needed.
  4. When entering the data don't enter a hyphen in the EIN and avoid any special characters.
    • Special characters will cause an e-file validation error that says "The entered value doe not match the validation patter for eFiling".

Once the form is completed, it'll show in bold in the Forms tab and be automatically included as a PDF attachment when the return is e-filed.

Which forms are available for 2024?

  • NY Form IT-112.1, New York State Resident Credit Against Separate Tax on Lump-Sum Distributions
  • NY Form IT-203-F, Multi-Year Allocation Form
  • NY Form IT-211, Special Depreciation Schedule
  • NY Form IT-212-ATT, Claim for Historic Barn Rehabilitation Credit and Employment Incentive Credit
  • NY Form IT-221, Disability Income Exclusion
  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-236, Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities
  • NY Form IT-237, Claim for Historic Homeownership Rehabilitation Credit
  • NY Form IT-238, Claim for Rehabilitation of Historic Properties Credit
  • NY Form IT-239, Claim for Credit for Taxicabs and Livery Service Vehicles Accessible to Persons with Disabilities
  • NY Form IT-246, Claim for Empire State Commercial Production Credit
  • NY Form IT-248, Claim for Empire State Film Production Credit
  • NY Form IT-252, Investment Tax Credit for the Financial Service Industry
  • NY Form IT-253, Claim for Alternative Fuels Credit
  • NY Form IT-261, Claim for Empire State Film Post-Production Credit
  • NY Form IT-501, Temporary Deferral Nonrefundable Payout
  • NY Form IT-602, Claim for EZ Capital Tax Credit
  • NY Form IT-605, Claim for EZ Investment Tax Credit and EZ Employment Incentive credit for the Financial Services Industry
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-613, Claim for Environmental Remediation Insurance Credit
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-633, Economic Transformation of Facility Redevelopment Program Tax Credit
  • NY Form IT-634, Empire State Jobs Retention Program Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-636, Alcoholic Beverage Production Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit
  • NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
  • NY Form IT-655, Restaurant Return-to-Work Credit
  • NY Form IT-6-SNY, Metropolitan Commuter Transportation Mobility Tax (MCTMT) for START-UP NY
  • NY Form DTF-621, Claim for QETC Employment Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-624, Claim for Low-Income Housing Credit
  • NY Form DTF-626, Recapture of Low-Income Housing Credit
  • NY Form DTF-630, Claim for Green Building Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions
  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-236, Credit for Taxicabs and livery Service Vehicles Accessible to Persons with Disabilities
  • NY Form IT-238, Claim for Rehabilitation of historic Properties Credit
  • NY Form IT-248, Claim for Empire State Film Production Credit
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-634, Empire State Jobs Retention Program Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-636, Alcoholic Beverage Production Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit
  • NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
  • NY Form IT-655, Restaurant Return-to-Work Credit
  • NY Form Y-204, Yonkers Nonresident Allocation
  • NY Form DTF-621, Claim for QETC Employment Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-624, Claim for Low-Income Housing Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions
  • NY Form CT-651, Recovery Tax Credit
  • NY Form CT-652, Employer-Provided Childcare Credit
  • NY Form CT-654, New York City Musical and Theatrical Production tax Credit
  • NY Form CT-655, Restaurant Return-to-Work Credit
  • NY Form CT-651, Recovery Tax Credit
  • NY Form CT-652, Employer-Provided Childcare Credit
  • NY Form CT-654, New York City Musical and Theatrical Production tax Credit
  • NY Form CT-655, Restaurant Return-to-Work Credit
  • NY Form IT-223, Innovation Hot Spot Deduction
  • NY Form IT-607, Claim for Excelsior Jobs Program Tax Credit
  • NY Form IT-611, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.1, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-611.2, Claim for Brownfield Redevelopment Tax Credit
  • NY Form IT-612, Claim for Remediated Brownfield Credit for Real Property Taxes
  • NY Form IT-631, Claim for Security Officer Training Tax Credit
  • NY Form IT-635, New York Youth Jobs Program Tax Credit
  • NY Form IT-637, Alternative Fuels and Electric Vehicle Recharging Property Credit
  • NY Form IT-638, START-UP NY Tax Elimination Credit
  • NY Form IT-640, START-UP NY Telecommunication Services Excise Tax Credit
  • NY Form IT-642, Empire State Musical and Theatrical Production Credit
  • NY Form IT-643, Hire a Veteran Credit
  • NY Form IT-644, Workers with Disabilities Tax Credit
  • NY Form IT-645, Recapture of START-UP NY Tax Benefits
  • NY Form IT-646, Employee Training Incentive Program Tax Credit
  • NY Form IT-651, Recovery Tax Credit
  • NY Form IT-652, Employer-Provided Childcare Credit
  • NY Form IT-654, New York City Musical and Theatrical Production Tax Credit
  • NY Form IT-655, Restaurant Return-to-Work Credit
  • NY Form DTF-622, Claim for QETC Capital Tax Credit
  • NY Form DTF-686, Tax Shelter Reportable Transactions

Requesting a manual entry form:

Screen 100 has a Request a Form button. Clicking this button will let you submit a request for a manual entry form to be added. Simply fill out the agency, put in the form name and number, and select Submit. Product development will review the requests when determining what forms to add in the future.

Lacerte Tax 2023

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