Product Update Alert – Pro Online – 6/21/17

6/21/17 – 11:20am EDT

All items from the list below are now live in the software except the following. We are waiting for an additional calc push before the functionality of the intended enhancement(s) to be live. We anticipate the necessary calc push to be released early next week.

  • Zip Code Database – 86315 added to auto-populate City/AZ for Prescott Valley, AZ.
  • Form 5329 – Adding the option to request a waiver of penalty of additional tax assessed for failure to take a Required Minimum Distribution (RMD).
    • 6/21/17 Update: The ability to claim the waiver has been added but the calculation to remove the 50% penalty is dependent upon a calc push scheduled early next week. Will update once live.

6/20/17 – 5:04pm EDT

The below items are schedule to be pushed Wednesday, June 21st.

6/14/17 5:07pm EDT – Product update rescheduled for the week of Monday, June 19th.  We will make a new post once we have a more definitive date

We will be placing the site in maintenance mode for about 15 minutes Thursday, June 15th at 7am EDT to release a few updates outlined below.

  • Zip Code Database – 86315 added to auto-populate City/AZ for Prescott Valley, AZ.
  • Capital Gains and Losses – Adding “2015” as an option for the sales date year.
  • Amended Return – “Original Federal Return Information” page is being redesigned to move the entry fields to the right of the entry field descriptions instead of directly below.
  • Form 5329 – Adding the option to request a waiver of penalty of additional tax assessed for failure to take a Required Minimum Distribution (RMD).
  • Alimony Received – Bug fix where searching for “Alimony Received” using the Form Finder would not save entries. Navigating directly to Alimony Received from the Income Section or from 1040 View saved entries properly.
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