Get Answers Online, Many Options Available 24/7

We know this is a busy time of year for you, that's why we offer a variety of support options. Many of these options are available 24/7 and can be accessed from within Lacerte and online.

Ask IVA, Live Community, and Live Chat can be accessed from within Lacerte and online. In addition to these support options, you can search our agent Knowledgebase, browse Quick Answers, view Hot Topics and much more. Next time you have a question, try using the support option that's right for you.

Watch a short Discover Your Support Options presentation to quickly learn about all in-product and online support options available to help you prepare your tax returns.

New York Fiduciary E-File Mandate Exception

New York Fiduciary: New York has issued a mandatory e-file requirement for all return types filed beginning on January 1, 2010. Lacerte does not support 1041 (Fiduciary) e-filing for TY09. There is an exception for the e-file mandate for 1041 customers for TY09. If customers have purchased software that does not support e-filing for 1041, they will be able to still paper file this form for TY09. For more information, please view the KB Article.

Get Answers to Popular E-File Questions

Since many of you file returns electronically, we're including links to answers to popular e-file questions asked this time of year.

• What is the e-filing deadline for Individual returns and extensions?
• How do I e-file an Individual extension (Form 4868)?
• Why am I getting rejection error code 1132?
• Why am I getting e-file transmission failure: error 702 or 707?
• What can I do if the e-file status is not updating?

Have a question that doesn't appear in this newsletter? Visit Lacerte Online Support to search our knowledge base, ask IVA, browse FAQs, view hot topics, and much more.

IRS Error Reject Code 1132: Schedule M

Error Reject Code 1132 occurs when the amount of the Economic Recovery Payment reported on Line 10 of the Schedule M does not match a data file that identifies if an agency (SSA, RRB or VA) issued an Economic Recovery Payment to the taxpayer(s) in 2009. For more information, please view the KB Article.

The IRS has posted a new Did I Receive a 2009 Economic Recovery Payment? tool on their Web site. Taxpayers can use this tool to determine whether or not they received this payment.

IRS Provides Guidance on Identifying Numbers for Tax Return Preparers

On March 25, 2010, the IRS issued News Release IR-2010-37, announcing proposed regulations allowing the IRS to require that tax return preparers use Preparer Tax Identification Numbers (PTINs) as the preparer’s identifying number on all tax returns and tax refund claims that they prepare... For more information, please visit the IRS Web site.

Using the Lacerte EF Atlas

Did you know? You can quickly find information regarding e-filing alerts, delayed acknowledgments, deadlines, and much more on the Lacerte EF Atlas.

To view e-file information on the maps:

• Individual Federal. Click the 1040 tab and the small map.
• Individual State. Click the 1040 tab and an appropriate state on the large map.
• Business Federal and State. Click the Business tab and the appropriate link.

© 2010 Intuit Inc. All rights reserved. Intuit, Intuit ProLine, the Intuit logo, ProSeries, and Lacerte, among others, are trademarks and/or registered trademarks of Intuit Inc. in the United States and other countries. Other parties' trademarks and service marks are the property of their respective owners and should be treated as such.