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Release Notes: January 16th – CT, Dep. Page, MA, NM & Sch. 8812

15 Jan 23
Craig Smith
No Comments

The site will be placed in maintenance on Monday, January 16th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CONNECTICUT

  • Update property tax credit to expanded 2022 eligibility (Issue 7555)

DEPENDENT PAGE

  • Update $4,300 to $4,400 (Issue 7500)

MASSACHUSETTS

  • Automatically calculate Child Under 13 or Disabled Dependent/Spouse credit (2022 Update)

NEW MEXICO

  • Refundable Nurse Credit page loads blank (Issue 7562)

SCHEDULE 8812

  • Worksheet B, Line 4b value not carrying to Sch.8812, Line 18a when Medicaid Waiver Payment not included for EITC calc (Issue 7560)

Release Notes: January 13th – AR, Dependent Page & KS

12 Jan 23
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 13th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

ARKANSAS

  • Inflationary Relief Income Tax Credit not calculating consistently (Issue 7547)

DEPENDENT PAGE

  • Add “Save & Enter Another” button to the input page (2022 Update)

KANSAS

  • When “YES” is selected for K-40SVR it breaks the calc (Issue 7551)

Release Notes: January 11th – MA & NY

11 Jan 23
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 11th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MASSACHUSETTS

  • 1099-G tax withheld for unemployment not pulling to Form 1, Line 38b (Issue 7545)

NEW YORK

  • Add subtraction code S-143 for Health Care and Mental Hygiene Worker bonuses (Issue 7552)

Release Notes: January 6th – Arkansas

05 Jan 23
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 6th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

ARKANSAS

  • When filing status 4, SP entry for student loan interest deduction carrying to TP column (Issue 7533)

Default Security Template Definitions

04 Jan 23
Craig Smith
No Comments

To review the current list of Security Templates and their definitions delivered to each site, click here.

Practice Lab: 2022 Practice Exercises

04 Jan 23
Craig Smith
No Comments

1/4/2023: The following practice exercises have been updated in the 2022 application and uploaded to Section 6 of the Practice Lab. Practice Exercise 4 will be updated once a software issue is resolved.

  • Practice Exercise 1
  • Practice Exercise 2
  • Practice Exercise 3
  • Practice Exercise 5
  • Practice Exercise 6
  • Practice Exercise 7
  • Practice Exercise International
  • Practice Exercise Military
  • Puerto Rico Practice Exercises 1 – 7

1/2/2023: The Practice Lab Practice Exercises will be updated to 2022 by Friday, January 6th.


To help set expectations in the field, the practice exercises under Section 6 of the Practice Lab will be updated to 2022 closer to late December/early January. This article will be updated when 2022 Practice Exercises are live in the Practice Lab. We want to provide extra time for additional updates to be applied to the 2022 software before updating the exercises. This time of year both the IRS and State Departments are continually releasing and finalizing forms, schedules, and instructions to software vendors. As mentioned in a previous blog post, regular updates will be implemented into the software as information is released/provided to software vendors over the next several weeks leading into the upcoming filing season.

At this time, the practice exercises are still based on the 2021 application.

Release Notes: January 4th – EITC & Form W-2

03 Jan 23
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 4th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

EITC

  • Self-only EITC not calculating when applicable for MFS filer (Issue 7528)

FORM W-2

  • Remove “Non W-2 Disability” indicator from print (Issue 7525)

Practice Lab: 2022 State Return Initial Release

02 Jan 23
Craig Smith
No Comments

1/2/2023 – Roughly nineteen (19) State Returns are now live! Please note the information posted below when reviewing the initial state application release. The remaining states will be released for preparation over the next couple of weeks as the various approvals are received by state departments.

Note: Initial load times may be slower than normal, but this will subside as additional state returns are created, etc.


It is important to keep in mind when accessing 2022 state returns as they become available, some states may have been delayed in releasing final 2022 forms/instructions. As you prepare 2022 state returns in the Practice Lab, you may still see 2021 calculations and/or PDF forms. Customer Service will not be creating issues for these items until the states are closer to finalization.  As information continues to be released and finalized by the states, the Practice Lab will be updated to reflect the most recent information available.

Note: This is the same process every year and is normal behavior.