The site will be placed in maintenance on Wednesday, January 19th, 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.

ARIZONA

• Update to exclude 100% of military retirement income from being taxed since it is no longer capped (Issue 6431)

CALIFORNIA

• Update to not pull cancellation of debt from Federal as additional income on CA 540 (Issue 6490)

FORM 2106

• Text update within the 2106 entry page (Issue 6418)

FORM 7202

• Input field for Line 25 of prior year form should not have a “$” (Issue 6425)
• Line 59 is limiting to 50 days when it should be 60 days (Issue 6427)

NORTH CAROLINA

• D-400TC not generating in PDF when Credit for Taxes Paid to Other Country entered (Issue 6429)

NORTH DAKOTA

• Automatically exclude taxable SSB from Federal (Issue 6434)

SCHEDULE A

• Impairment-related work expense entry not carrying to Line 16 (Issue 6419)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Friday, January 14th, 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.

FORMS COMPLETED

• Correct the issue which disabled Forms Completed in left navigation menu (Issue 6413)

W2-G

• Withholdings carrying to Line 25a instead of Line 25c (Issue 6411)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

1/14/22 – The Phase I rollout consists of adding F8915-F menu to the program and implementation of carryforward from a prior year 8915-E (not visible in Practice Lab). Additional rollouts will include calculating the current year taxability and carrying those values to the 1040.

With this mornings deployment, Form 8915-F is now in the 2021 application. It is its own menu item located under the 1099-R menu. When accessing Form 8915-F, if Form 8915-E was available on the prior year return, the input fields within Form 8915-F will populate automatically.

The site will be placed in maintenance on Wednesday, 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.

CALIFORNIA

• CA gambling winnings reported as a subtraction from income not carrying to Line 8, Column B of Schedule 540 (Issue 6407)

FORM 8915-F

• F8915-F has been rolled out and added as a menu item under 1099-R (2021 Update)

OHIO

• Update Federal Relation reference to reflect Line 4 instead of Line 5 within OH Unreimbursed Medical Expense Worksheet menu (Issue 6396)
• Schedule of Credits, Line 6, not pulling amounts from Federal Form 2441, Line 10 (Issue 6389)

OREGON

• Unemployment and Other Income input within Income Subject to Tax not carrying to Line 19S (Issue 6400)
• Charitable contributions being reduced by the below the line deduction from the Federal in error (Issue 6391)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Statement from the TN Department of Revenue regarding their Hall Income Tax.

“Hall Income tax was repealed for tax periods that begin on January 1, 2021, or later. Please do not file a return for any tax year that begins on or after January 1, 2021.”

TN will still accept and process prior year Hall Income Tax Returns (2020 and prior).

TN Dept. of Revenue Statement – Click Here

The site will be placed in maintenance on Monday, January 10th, 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.

F1116

• View Form option for Foreign Tax Credit generates a blank PDF (Issue 6345)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

The site will be placed in maintenance on Friday, January 7th, 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

• Unemployment income not carrying to Line 21 (Issue 6382)

SCHEDULE A-NOL

• Below the line charitable contribution creating Schedule A-NOL in error (Issue 6384)

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Update 1/6/2022: The Puerto Rico practice exercises are now updated and available under Section 6 of the Practice Lab.

Update 12/29/2021: Practice Exercises 1-7, International, and Military are now updated using the current 2021 Practice Lab calculations available in the application to date. This time of year both the IRS and State Departments are continually releasing and finalizing forms, schedules, and instructions to software vendors. Regular updates will be implemented into the software as information is released/provided to software vendors. The Puerto Rico practice exercises will be updated by end of week next week.

To help set expectations in the field, the practice exercises under Section 6 of the Practice Lab will be updated to 2021 closer to the end of December. This article will be updated when 2021 Practice Exercises are live in the Practice Lab. We want to provide extra time for additional updates to be applied to the 2021 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, not to mention the many changes impacting 2021 returns from the American Rescue Plan and Consolidated Appropriations Act. Regular updates will be implemented into the software as information is released/provided to software vendors.

At this time, the practice exercises are still based on the 2020 application.