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.

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)