A deployment is scheduled for the morning of Wednesday, March 26th to release the below update(s). Access to the program may be limited during a deployment.

OREGON

• Form MET-40 not checking MFJ, Spouse name and SSN not showing on print (Issue 3181)
• Form MC-40 not checking MFJ, Spouse name and SSN, address not showing on print (Issue 3181)

WISCONSIN

• Erroneous e-file block for Sch. M missing description for Other Income when it has been entered and shows on print (Issue 3177)

A deployment is scheduled for the morning of Monday, March 24th to release the below update(s). Access to the program may be limited during a deployment.

OHIO

• Ohio ack on Client Status shows “Not Received” when it has been accepted (Issue 3138)

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

CALIFORNIA

• Calculating EIC for 1040-NR filing status of Single in error (Issue 3142)

HAWAII

• Schedule AMD not printing when marked as amended (Issue 3133)

MARYLAND

• Part-year return not calculating Senior Tax Credit (Issue 3148)

MICHIGAN

• Specific scenario not including Worksheet 3.3 in calc (Issue 2868)

MINNESOTA

• Renters Credit – no way to select “a resident of a nursing home or adult foster care” (Issue 3135)

OREGON

• Amended Worksheet when balance due shows as refund on the amended e-file flow (Issue 3159)

A deployment is scheduled for the morning of Wednesday, March 19th to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA (Rescheduled)

• Calculating EIC for 1040-NR return with single filing status (Issue 3142)

F8958

• Form 8958 not saving when spouse column is all zeroes (Issue 3064)

MINNESOTA (Rescheduled)

• Current no way in the Renters Credit menu to select “a resident of a nursing home or adult foster care” (Issue 3135)

A deployment is scheduled for the morning of Friday, March 14th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

• Form 1, Line 34 calculates incorrectly when “Report Safe Harbor” option set to Yes (Issue 3114)

OREGON

• Within OR Amended Return, add in “Amended Worksheet” entries (Issue 3040)

PENNSYLVANIA

• Other Addition Adjustments to PA Taxable Interest Income entry does not generate PA Sch. A (Issue 3071)

A deployment is scheduled for the morning of Wednesday, March 12th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

• Add Prompt when Gifts to Charity are Present on Federal Schedule A in case household goods or used clothes values should be added back (Enhancement)

OREGON (Rescheduled)

• Within OR Amended Return, add in “Amended Worksheet” entries (Issue 3040)

A deployment is scheduled for the morning of Monday, March 10th to release the below update(s). Access to the program may be limited during a deployment.

COLORADO

• Dependent with ITIN not calculating Family Affordability Tax Credit (Issue 3023)

STATE AMENDED RETURNS (Rescheduled)

• Amended State pulling the refund as balance due on the amended e-file flow (Issue 3003)

3/6/25 – This bug has been resolved. The QCD entry within the 1099-R menu now subtracts from the Box 2a taxable amount. DO NOT manually reduce Box 2a prior to completing the QCD menu.

2/28/25 – A bug was introduced this morning and is expected to be resolved Monday, March 3rd.

Issue: Adding the QCD within the new 1099-R QCD menu is locking Box 2a and is not allowing the preparer to manually adjust out the QCD.

Workaround: Go back to how QCD’s were reported prior to the new 1099-R QCD menu. Go into the Nontaxable Distributions menu and check the QCD box. Then, go into the 1099-R and adjust Box 2a accordingly.

In this mornings’ deployment, a popular suggestion is now live in the software! Reporting a Qualified Charitable Distribution (QCD) can now solely be handled within the 1099-R entry! You no longer also have to visit the Nontaxable Distributions menu separately. Below is how it works currently.

Within the 1099-R, the link below Box 2a, where the Simplified Method Worksheet and PSO menus are, now also has a menu for Qualified Charitable Distributions (QCD).

To add your QCD, select the “Click here for options” link.

Next, select the “Qualified Charitable Distribution” menu.

Here is where you will enter the QCD amount. The QCD indicator will automatically carry to Form 1040 and the existing QCD checkbox will be automatically be marked within the Nontaxable Distributions menu.

Note: You will still need to manually reduce Box 2a by the QCD amount currently. A future update in the next week or so will allow for the QCD entry to automatically adjust the taxable amount in Box 2a as well.