A deployment is scheduled for the morning of Monday, January 20th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1040-NR

• Carryforward the number of days present in the United States from prior year Schedule OI to current year (Enhancement)

DIRECT DEBIT

• Unable to select Future Direct Debit dates (Issue 2733)

A deployment is scheduled for the morning of Friday, January 17th to release the below update(s). Access to the program may be limited during a deployment.

CAPITAL GAIN/LOSS

• Add column on the Capital Gain/Loss Grid to indicate Short-Term or Long-Term (Enhancement)

COLORADO

• Family Affordability Tax Credit not calculating (Issue 2745)

MASSACHUSETTS

• Form 1-NR/PY Sch. Y, Line 9c for Charitable Contributions Deductions not calculating (Issue 2739)

MICHIGAN

• MI CF-1040 Sch. A, Line 4 Gambling Income is being included in Line 5 as Other Income doubling the amount (Issue 2744)

MINNESOTA

• M1CWFC Direct Deposit entry of your advance payment not pulling to PDF (Issue 2749)
• MN QPEN should not calculate when “Coordinated Member” is marked (Issue 2751)
• MN-CRP within M1PR missing selections for Mobile Home and Mobile Home Lot (Issue 2700)

A deployment is scheduled for the morning of Wednesday, January 15th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8878

• Generate Form 8878 when Form 4868 is created with direct debit payment added (Update)

FORM W-2G

• State ID Field pulling [object Object] text when entering a Federal EIN saved in EIN Database with a State ID also saved in EIN Database (Issue 2727)

MINNESOTA

• Within the M1PR > Electronic Statement > Remove “Income source less than rent” in drop-down (Issue 2717)

WISCONSIN

• Schedule WI-2441, Line 6 using incorrect amount (Issue 2728)
• Schedule H, Line 9g doubles the amount of subtractable savings bonds interest (Issue 2729)

MYTH: The screenshot below shows the total amount of Lifetime Learning Credit (LLC) and/or American Opportunity Tax Credit (AOTC) a return is eligible to claim (i.e. the actual calculation of the education credit).

MYTH BUSTED: The screenshot (and intent of the “We Recommend…” page) shows how each eligible education credit will impact the amount owed or refund due as indicated in the highlighted text below. In many cases, the total calculated education credit amount and the impact the education credit will have on the balance owed/refund due is the same, however, that is not always the case. The “We Recommend…” page is designed to only show how much a balance owed will decrease or how much a refund will increase.

A deployment is scheduled for the morning of Monday, January 13th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8888

• Form 8888 not generating in the print when completed in e-file (Issue 2689)

MONTANA

• Federal 1099-INT/DIV Taxable State Interest entries not pulling to MT Schedule 1, Line 1 (Issue 2715)
• Transition Schedule not generating when only Part II “Taxable Federal Refunds” is completed (Issue 2716)

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

MICHIGAN

• Retirement and Pension Benefits Subtraction is not being used it is more beneficial than MI Standard Deduction on Sch 1 line 25/26 (Issue 2696)

MINNESOTA

• Applicable M1QPEN not calculating when Line 4 is greater than Line 5 (Issue 2699)

MONTANA

• Form 2, Line 6 for 65 or older not calculating 5,500 when just SP is 65 and older (Issue 2702)

OHIO

• Add Wilmington School District for Clinton county (Issue 2705)

SCHEDULE A

• Update Schedule A – LTC Premium limits for TY2024 based on age range (Update)

VIRGINIA

• VA Age Deduction calculating when return does not qualify (Issue 2706)

A deployment is scheduled for the morning of Wednesday, January 8th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2/FORM 8889

• Add E-file Warning when W-2 has Code W in Box 12 but no F8889 added to return (Enhancement)

KANSAS

• All Social Security Benefits included in Fed AGI should not be taxable to KS (Issue 2695)

STATE & LOCAL REFUND WORKSHEET

• State and Local Income Refund Worksheet – Schedule 1, Line 1 is missing text on the PDF for lines 2 and 3 (Issue 2684)

A deployment is scheduled for the morning of Monday, January 6th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1040-ES

• Add 1040-ES e-file warning when Federal Balance is over $1,000 (Enhancement)

FORM 1042-S

• The 1042-S page is loading blank inside the 1040-NR program (Issue 2682)