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Release Notes: August 6th – F3903 & Print Sets

05 Aug 24
Craig Smith
No Comments

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

FORM 3903

  • Line 2 entry for “How many miles did you drive your vehicle(s) for your moving trip?” is calculating at $0.17 a mile – should calc $0.22 a mile (Issue 2498)

PRINT SETS (PENNSYLVANIA)

  • Add PA RK-1 and NRK-1 for PA 20S/65 and PA 41 forms as print set selections (Issue 2484)

Release Notes: July 25th – F2441

24 Jul 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, July 25th to release the below update(s). Access to the program may be limited during a deployment.

FORM 2441

  • “Add Qualifying Individual” button not working (Issue 2509)

Release Notes: July 23rd – F1040-X & Scanned Documents

22 Jul 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, July 23rd to release the below update(s). Access to the program may be limited during a deployment.

F1040-X

  • “Amount paid with request for extension of time to file” not pulling to line 16 on the print (Issue 2477)

SCANNED DOCUMENTS

  • Add a Date ad Time column to the Scanned Documents page (Enhancement)

Release Notes: July 11th – 1040 View, Client List & Custom Questions

10 Jul 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, July 11th to release the below update(s). Access to the program may be limited during a deployment.

1040 VIEW

  • Page 2, Line 22 is not subtracting line 21 from line 18 (Issue 2486)

CLIENT LIST

  • Allow a user to also access a tax return by clicking on the SSN (Enhancement)

CUSTOM QUESTIONS

  • Hide the program generated numbers on the custom questions menu in e-file (Enhancement)

 

Release Notes: June 25th – F8863, MFJ vs MFS & 1040-ES Calculator

24 Jun 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, June 25th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8863

  • Education Credit menu not offering AOTC or LLC when user re-enters the credit menu (Issue 2485)

MFJ vs MFS

  • Update the MFJ vs MFS Comparison to a grid so it can be edited/deleted from a return (Enhancement)
  • Make the Radio Buttons darker

ESTIMATED PAYMENT CALCULATOR

  • When a deduction amount is entered greater than the 2024 standard deduction, 2024 standard deduction is still being used to calculate taxable income (Issue 2476)

 

Release Notes: June 20th – ME & W-2G

20 Jun 24
Craig Smith
No Comments

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

MAINE

  • Add input for Supplemental Security Income (SSI) to carry to Line 2b of Schedule PTFC/STFC (Enhancement)

W-2G

  • Change “W2-G” text to “W-2G” for “Other Gambling Income not reported on W2-G” (Issue 2468)

Release Notes: June 18th – Sch. A

17 Jun 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, June 18th to release the below update(s). Access to the program may be limited during a deployment.

SCHEDULE A

  • Schedule A > Other Medical Expenses –  clicking icon to itemize amounts does not open (Issue 2469)

Message from Alabama DOR: Delay in Acks

17 Jun 24
Craig Smith
No Comments

Software vendors received the below messaging from Alabama DOR.

Good Afternoon, Industry Partners.

 We are aware of issues with processing returns/acknowledgments.  We are working diligently to resolve the issue as soon as possible.

 We have reached out to the IRS and are working on it.