The MO-PTE forms needs to be available as soon as possible. Missouri has had the form available since the beginning of January. We have several returns that we can not complete until this form is available for S corporations and partnerships.
Does anyone have any updates on when the MO-PTE will be available in Proseries? I've called a few times and no one seems to be able to tell me anything, customer service approach seems to be to look on this site and share the comments and not provide any real insight or resolution to the problem.
Just got off the phone with Lacerte. The form MIGHT be available 3-16 BUT it could take up to 2 weeks for the form to finalize. Sooooo we are looking at MAYBE April 1 or April 2. Anyone had any luck filing out these forms manually?
The software is too expensive to be waiting and waiting and waiting. Every year it seems like we are waiting on Lacerte to finalize one form or another. The software is way to expense for this. Shouldn't they be working the long hours like we are?!?!?!?!
No MO-PTE on today's update!!! The critical diagnostic on all MO partnership returns is also still not fixed, they just coded an automatic override! What a joke!
Just updated the ProSeries software. No MO-PTE. I have several clients breathing down my neck almost hourly! Never had this type of problem before. Does anyone know what the problem is or when we will have access to the MO-PTE? The clients I am referring to are large, multi-member law firms. Will be asking for some sort of compensation for this problem or moving on to another software system.
Just called Lacerte (5:30 p.m central on 3-22-23). According to them, the form is final and available. She asked me three times if my software was up-to-date. Ummmmm, yes, yes and again yes. Her response was "well that is weird". Does anyone at Lacerte know what is going on?!?!?!? She came back on saying that the form has been released but it could take 10 days for that to actually flow through to the program. I asked when the 10 days was up. She stated they do NOT have a timeline for that to actually flow through to the software. But "by the end of the month" was her statement. I did verify she meant the end of March and not the end of April LOL. I won't hold my breath.
This MO-PTE form is available now in Lacerte. However, my MO-1120S letter and my MO-PTE letter are both showing the balance due with payment instructions. I'm thinking the payment should be submitted with the MO-PTE, since that's the whole purpose of filing that form. However, does anyone know how that works with MO-1NR and MO-2NR? The MO-1120S letter is saying to submit the payment with the MO-1NR and MO-2NR. The PTE form instructions say to submit return and payment to the address that's listed on the PTE letter in Lacerte. So confusing.
They still don't have it all worked out! Turns out the S-Corp MO-PTE refund amount SOMEHOW gets thrown onto Fed Form 1125-A Other Costs as a line item that overrides the amount entered, AND IT DOESN'T MATH OUT!!!!
Just updated ProSeries and the MO-PTE is not there. I promised delivery of a law firm's K-1s tomorrow. I will have to do to this one by hand. This will take several hours. Darn!
Apil 5th, at 5:40 CDT. Just updated the ProSeries MO Partnership return software and the MO-PTE is not there. I have done several by hand for larger clients. If anyone has any updates, I would appreciate any and all comments. Feeling like I am afloat without a rudder here and the waterfall (deadline) is close approaching.
FYI, if anyone is doing the MO-PTE by hand, you will need to calculate Form 8995, which is net business income with an addition for the state income tax addback.
