A deployment is scheduled for the morning of Friday, March 7th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

• State Information duplicating on the 1099-R when editing after initial save (Issue 3052)

MICHIGAN

• MI Nonresident Worksheet 2, Line 8 shows taxable Social Security when Sch. 1, Line 14 is zero (when manually negative entry made to subtract it out) (Issue 3065)

MINNESOTA

• MN M1NR, Line 23 should be left blank but is calculating taxable Social Security (Issue 3059)

3/7/25 – This is now resolved. We are now in the process of identifying impacted returns that have been previously filed and working with the states to determine next steps (whether states will auto-adjust or if amended returns should be filed). Additional guidance will be provided when available. There is no action on your part at this time.

This is reported as Issue 3052 and the fix is scheduled to be deployed tomorrow morning, March 7th.

Issue: When going back into an existing 1099-R to either edit or review, the state information may be duplicated and shown twice within the 1099-R. Click the “Clear” option to remove any duplicate state information before continuing out of the 1099-R.

A deployment is scheduled for the morning of Wednesday, March 5th to release the below update(s). Access to the program may be limited during a deployment.

ARIZONA

• Form 140 PTC Property ID entered with a letter does not pull to the print (Supporting Statement) (Issue 3048)

FORM 8379

• The “Allocated to Injured Spouse” column not allowing zero to be saved to allocate amount to Other Spouse (Issue 2898)

MINNESOTA

• Form M1CFWC, Line 16 and its corresponding worksheet calculating incorrectly (Issue 3041)

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)