A deployment is scheduled for the morning of Monday, March 3rd to release the below update(s). Access to the program may be limited during a deployment.

MANAGEMENT REPORTS

• Update the User Access Report to add a column to show IP Address (Enhancement)

MINNESOTA

• Incorrect e-file block for 1099-MISC for MN indicating the MN State ID must be 7 digits but 7 digits are entered (Issue 3034)

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

PREPARER SETUP

• Preparer Setup > Show Definitions modal missing “Tax Returns” category (Issue 2979)

STATE AMENDED

• 2023 Amended E-file flow does not display state information on the return summary section (Issue 2962)

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

MICHIGAN

• MI-1040CR-7, Alternate Heating Credit not pulling Line 14 amount when Household Resources is within Maximum Income limit (Issue 2982)

MISSISSIPPI

• Update Estimated Payment vouchers to show 2025 on print (2024 Update)

RHODE ISLAND

• RI-1040ES printing in reverse order from entries so amounts entered do not match the correct date on the print (Issue 2983)

WEST VIRGINIA

• WV Part-Year missing Senior Citizen Tax Credit entry (Issue 2984)

2/24/25 – It appears we spoke too soon. Initial testing on our pre-production levels with Issue 2543 passed successfully in all environments but the deploy to production did not pass in the live VITA environment. At this time Capital Loss Carryover is not being included in carryover when following the below guidance. Over the weekend, Issue 2990 was opened to correct the VITA environment. Once fixed, the below guidance will work as expected.

This is related to Issue 2543 that was recently corrected on 2/17/25 where the Capitol Loss Carryover from the prior year was not being included in the current year when carryforward was available and used. The below instruction will only work for Site to Site Carryforward and not Global Carryforward.

To allow for the prior year capital loss carryover to be included when beginning a new 2024 return, the 2023 return needs to be accessed and re-saved by going through E-file and clicking “Save & Exit” on the Submission page. Look at the screenshot below so you are clicking the correct “Save & Exit” buttons. This needs to be done before the 2024 return is started. Re-saving the 2023 return on the Submission page will allow the Capital Loss Carryover to be saved in the appropriate database to be correctly stored and used when starting a 2024 return.

To help assist in identifying potential returns with Capital Loss Carryover, we recommend running the Site Production Detail Report – Electronic or the Federal Return Summary reports in Management Reports. Each of these reports has a Schedule D column. Identifying returns in 2023 that had a Schedule D present will narrow the search to identify returns that may have had a Capital Loss Carryover.

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

CONNECTICUT

• Incorrect tax calculated for AGI over $102,000 (Issue 2973)

FORM 1099-R

• When entering $0 in Box 2a and saving then editing, Box 2a populates with amount from Box 1 (Issue 2975)

GEORGIA

• GA Amended – Update Refund Or Balance Due text – change Line “42” to “46” (Issue 2972)

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

COLORADO

• Child Tax Credit (Family Affordability) not calculating when AGI under limit and Nontaxable MWP on Fed (Issue 2855)

FEDERAL AMENDED

• Amended Federal Return set as direct debit with future debit date sending current date (Issue 2910)

FORM 8283

• Non-Cash Donated Items “Date acquired by donor” missing asterisk indicating it is required (Issue 2891)

KANSAS

• Relocate K-40SVR Specific Qualifying Questions To The K-40SVR Menu (Enhancement)

STATE AMENDED

• 2023/2024 State Amended validations for missing bank info when direct deposit/debit selected (Issue 2894)

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

CLIENT STATUS

• Add amended State Return transmission information to Client Status (Update)

FORM 1099-R

• Add QCD to 1099-R calculate taxable amount menu (Enhancement)

MICHIGAN (Rescheduled)

• CF-1040 Nonresident for Grand Rapids Line 16 not calculating exemption when Box 1c is marked (Issue 2901)

OHIO

• Reject Code: OH-IT1040-137 – impacted returns can be resubmitted (Issue 2946)

PREPARER SETUP

• Preparer Setup menu – show definitions popup does not work (Issue 2937)

SCHEDULE A

• State and Local General Sales Tax Deduction Worksheet, Line 5a not marking Lines 3 and 4 as “Yes” when applicable (Issue 2912)

TRANSMISSION MENU

• Sporadically sending returns from transmission table more than once (Issue 2926)

2/19/25: NYS has indicated they have resolved their issue and all acknowledgements have been processed.

Vendors received the below messaging from NYS this morning (2/18/25).

“We are experiencing issues with sending Acks at this time. This issue appears to of started on Friday (2/14/25), our ITS team is currently looking into this issue and we will provide an update on when all outstanding Acks are expected to be sent. We apologize for any inconvenience.“