The site will be placed in maintenance on Monday, March 18th to release the below software updates.

GEORGIA

• Added an entry field within Subtractions from Income menu for “Income received from deceased veterans by surviving family” (Issue 3138)

MINNESOTA

• Add a subtraction field on the MN Nonresident program for National Guard income (Issue 3169)

OHIO

• Correct an issue where the OH Lump-Sum Retirement Credit was not calculating for a return (Issue 3141)

PENNSYLVANIA

• Correct an allocation issue where Federally reported Seller Financed Interest was only allocated to the TP (Issue 3150)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Friday, March 15th to release the below software updates.

APPLICATION OF EXTENSION

• Correct an issue where the “File My Extension” button was missing when an extension was present in a return (Issue 3162)

MONTANA

• Correct an issue in the Payments menu where “Overpayment applied from 2017 return) entries were not being applied to 2018 MT return (Issue 3151)
  • This entry is to made in the Federal Section > Payments & Estimates > State Estimated Payments

NEW YORK

• Correct an issue where unused union dues as an itemized deduction were not being applied to Line 44 of NY return (Issue 3132)

OREGON

• Correct an issue where the OR Schedule A was not included when generating a PDF from the State PDF View (Issue 2563)

STATE AND LOCAL REFUND WORKSHEET

• Correct an issue where the full state refund was being included as taxable income when only prior year sales tax was provided (Issue 3076)

VIRGINIA

• Add the ability for MFS VA returns to allocate dependent exemptions between TP/SP within VA Basic Information menu (Issue 3113)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Wednesday, March 13th to release the below software updates.

CALIFORNIA 

• This issue specific to a CA return being created with a Federal 1040-NR. Correct an issue where Scholarship and Grant income was carrying over as Alimony Received on the CA return (Issue 3120)

CONNECTICIT (PART-YEAR)

• Correct an issue where allocated Dividends and Capital Gains were not carrying to Column B of the CT-1040AW (Issue 3093)

DELAWARE

• Correct an issue on the DE Amended Return where the additional standard deduction was being limited to $1,000 (Issue 3124)

FORM 8962

• Correct an issue where an added household member in the Health Insurance questionnaire was not being included in the family size shown on F8962, Line 1 (Issue 2839)
  • On the “Household Member” page, there is now a “Override Tax Family Size” option to manually enter the family tax size

HAWAII

• Update the HI State Tax Refund Worksheet to update the entry field label for “2017 Credit for Res Construction” and remove the entry field for “2017 Credit for General Tax” (Issue 3118)

MICHIGAN

• Correct an issue where Federal returns with only 1099-R income reported were not properly carrying to the MI Schedule W. The overall calculation was always correct and included MI withholding from 1099-R (Issue 3123)

MINNESOTA

• Correct a MN E-file Block prompted for missing M1-LTI information when needed information was provided inside the state return (Issue 3092)

OLD IRS ACK REPORT

• Correct a display issue where the Taxpayer name for a return where an extension was filed was showing as an encrypted hash (Issue 3117)

OTHER CAPITAL GAINS DATA

• Correct an issue where the BEGIN button was not changing to EDIT after data was entered into the “Other Capital Gains Data” menu (Issue 2848)

OTHER DEPENDENT CREDIT

• Correct an issue where ODC was not calculating when the qualifying dependent relationship to TP was “Other” and months lived with TP was 12 (Issue 3126)

WISCONSIN

• Correct a display issue where Part-Year WI dates of residency were not carrying to the WI return (Issue 3128)

ZIP CODE DATABASE

• Add zip code 19176 for Philadelphia, PA to the zip code database (Issue 3109)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Monday, March 11th to release the below software updates.

ISSUE 3062

• Correct the printing issue certain Security Templates are experiencing described here (Issue 3062)

KENTUCKY

• Correct an entry when data entered in the 2nd entry menu for “Retirement Income Schedule P, Part 1” was duplicating into the 3rd entry menu and vice versa (Issue 3070)

MINNESOTA M1X

• Correct a display issue where the originally reported K-12 Education Credit entry was not correctly carrying to M1X, Line 19, Column C (carrying to Column B instead) (Issue 3097)

*Click here to download a PDF of our Cumulative Release Notes.

RESOLVED: 3/11/19 – Issue 3062 has been closed out. The fix is now live.

UPDATE: 3/8/19 – The fix is currently working its way through internal testing. Assuming it passes all levels of testing, the fix should be deployed on Monday, March 11th

We have opened a high priority issue with development to look into and resolve the issue related to sporadic reports of users indicating printing issues when inside of a tax return. Below are the details of what we’ve determined as the root cause and why it is so sporadic. We expect to have this corrected soon, hopefully before the weekend.

Any user assigned the below default security templates will NOT be able to generate a PDF from inside of a tax return (Summary/Print, State PDF, and View Forms). They CAN generate a PDF from outside of a return (Client List and Submission page of e-file).

The issue is specifically tied to templates that DO NOT allow transmission of returns to the IRS – specifically the “Send Return to IRS” security role. In the simplest terms, if a Security Template has e-file rights, they can generate a PDF from anywhere inside a return and outside of a return. If a Security Template does not have e-file rights, they CANNOT generate a PDF when inside of a tax return (Summary/Print, State PDF View, and View Forms) but CAN generate a PDF when outside of a return (Client List and Submission page of E-file).

• Preparer Current Year
• Preparer All Years
• Setup Manager
• Interviewer
• Reviewer

Note: This will also impact any custom security template with and without e-file rights.

The site will be placed in maintenance on Friday, March 4th to release the below software updates.

CLIENT STATUS

• Correct the issue in Client Status causing the Client Return Audit History section to be blank (Issue 3088)

DELAWARE

• Correct a calculation issue on the DE Amended Return Net Refund line on a specific return (Issue 3030)

FEDERAL REJECT CODE

• Corrected an issue on MFS returns where the Standard Deduction Worksheet was being used in error resulting in Reject Code IND-347-01. Impacted returns can be resubmitted (Issue 3047)

GEORGIA

• Add a menu within the GA Amended Program to enter an explanation of changes (Issue 3064)

ILLINOIS

• Update line references within the Illinois Amended program to not list specific lines (Issue 2906)

MARYLAND

• Correct an issue causing a MD E-file Block specific to the Two-Income Subtraction on Part-Year returns (Issue 3050)

NEW HAMPSHIRE

• Correct a validation error specific to a NH return and the State Payment Date (Issue 3079)

NEW JERSEY

• Correct a print issue on the NJ-1040-X where the Single checkbox was being marked in addition to the MFJ checkbox (Issue 2945)

NEW MEXICO

• Correct an issue where entries made inside the RPD-41083 menu were not staying saved when exiting state program (Issue 3066)

NEW YORK

• Correct a calculation issue where the NY Empire State Credit was being awarded in error (Issue 3094)

PENNSYLVANIA

• Increase the allowed 529 Contribution amount from $14,000 to $15,000 (Issue 3065)

WISCONSIN

• Correct a print issue on the WI Legal Resident Questionnaire where dates entered were not carrying the year correctly (Issue 3080)

*Click here to download a PDF of our Cumulative Release Notes.

3/8/19 – RESOLVED: Issue 3094 is now resolved. Any NY returns being held due to this error can now be submitted for processing. Be sure to open each impacted return from Client List so the updated calc is applied. The range of impacted NY returns falls between 3/6 at 5:00am ET to 3/8 at 5:00am ET.

Issue 3094 was opened on March 6th to resolve an issue where the NY Empire State Child Credit was being awarded in error. Dependents listed on the Federal return age 17 or older are being considered as qualifying children for this credit which is incorrect. The fix for this issue is expected to be deployed tomorrow morning, assuming it passes internal testing. If your site is holding any NY returns where the NY Empire State Child Credit is being awarded in error, you will be able to submit those returns once this post has been marked “Resolved”.

Returns will be placed in maintenance on Thursday, March 7th to deploy back-end software updates.