A deployment is scheduled for the morning of Monday, January 27th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1040-NR (Rescheduled)

• Schedule OI Current Year Travel Dates – Date Departed U.S. should not be a required entry (Issue 2783)

FORM W-2

• Box 3 for Social Security Wages prefill cap needs updating to $168,600 for TY2024 (Issue 2791)

VIRGINIA

• VA760CG, Page 1 showing “AMENDED” in bottom left when return is not amended (Issue 2788)

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

FORM 5329

• Adding two new reasons for penalty exclusion: 22) Qualified distributions to victims of domestic abuse & 23) Distributions for eligible emergency expense distributions (Update)

MAINE

• ME Part-Year Dependent Exemption Tax Credit needs to pull to Sch A line 1, currently pulling to line 9 (Issue 2771)

MISSOURI

• MO-A Part 3 – Section A, Line 2 not calculating max of 46,381 when applicable (Issue 2785)

WISCONSIN

• Erroneous E-file block validation being presented at e-file related to the Residence questionnaire when not applicable (Issue 2784)

A deployment is scheduled for the morning of Wednesday, January 22nd to release the below update(s). Access to the program may be limited during a deployment.

COLORADO

• Part year Form 104CR only Line 21 should be included in Line 23 total (not line 20 and 21) (Issue 2775)

MICHIGAN

• MI CF-1040, Page 2, Sch. A Line 6 Column A should only include the total from lines 1 – 5 above of it (Issue 2761)

MINNESOTA

• Add worksheet for child born in 2024 when Federal 2441 not required (Issue 2758)

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)