A deployment is scheduled for the morning of Monday, June 30th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

• Take user back to the client list when they “Save & Exit Return” instead of to the main office page (Enhancement)

COVER PAGE – Did Not Deploy

• Cover Page missing full ERO address on PDF (Issue 3412)

FORM 8843 (1040-NR) – Did Not Deploy

• Part III – Students – type of U.S. visa held for F-1, F-2, M-1 or M-2 renders page validation (Issue 3410)

A deployment is scheduled for the morning of Wednesday, June 18th to release the below update(s). Access to the program may be limited during a deployment.

SUMMARY/PRINT PAGE

• Generate PDF when clicking “View/Print Return” without redirecting to another page to click again to generate a PDF (Enhancement)

TAXPAYER NOTES

• An apostrophe included within a taxpayer note shows as random characters when reviewing note on the E-file Warning Page (Issue 3405)

A deployment is scheduled for the morning of Monday, June 9th to release the below update(s). Access to the program may be limited during a deployment.

MINNESOTA

• Update M1PR-SR Line 3 text on the PDF (Issue 3387)

SCHEDULE E

• 1099-MISC with Rental Income in Box 1 attached to Sch. E defaults “United States” as country but receive “Country is required” when attempting to save (Issue 3399)

A deployment is scheduled for the morning of Wednesday, June 4th to release the below update(s). Access to the program may be limited during a deployment.

CUSTOM QUESTIONS

• If question answered in e-file menu by mistake, allow the user to change the answer back to “Select” (Enhancement)

A deployment is scheduled for the morning of Monday, June 2nd to release the below update(s). Access to the program may be limited during a deployment.

RETURN MANAGEMENT

• When “Changing Preparer” on a return, display Preparer Names in Alphabetical Order by first name (Enhancement)

A deployment is scheduled for the morning of Wednesday, May 28th to release the below update(s). Access to the program may be limited during a deployment.

MANAGEMENT REPORTS

• Added “Return Questions Report” & “Return Questions With Consent Indicator Report” to Management Reports (Enhancement)

PREPARER SETUP

• Add a column to display the role assigned to the user (Enhancement)

A deployment is scheduled for the morning of Wednesday, May 21st to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

• Display Michigan locality codes when selecting MI in the state area (Issue 3357)

FORM 8862

• Claim EIC after Disallowance “number of days child lived…” does not save renders “children[0].dateOfDeath cannot be null” page validation (Issue 3384)

SCHEDULE OI (1040-NR)

• General Information page rendering “City refundAddress.city cannot be null” when attempting to save (Issue 3377)

5/20/25 – 5:00pm ET:

This is has been resolved.

5/20/25 – 3:30pm ET:

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