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Release Notes: Thursday, March 12th at 5:00am ET

11 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, March 12th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CALIFORNIA

  • Correct a display issue where a qualifying dependent was marked as under 24 when they were over 24 on Form 3532 (Issue 4656)

KENTUCKY

  • Added “E-file: Direct Debit” in e-file for all KY residency statuses (Issue 4461)

MASSACHUSETTS

  • Correct a calculation error where interest income was considered when calculating state EIC (Issue 4573)

MONTANA

  • Correct a display issue where MFS MT return for SP was listing TP name on forms (Issue 4674)

OKLAHOMA

  • Correct an e-file block on Part-Year returns looking for Nonresident state selection for TP and SP (Issue 4637)

PENNSYLVANIA

  • Correct a calculation error on Line 4 of the PA Local return (Issue 4650)

WISCONSIN

  • Update Page 2, Line 4 of Rent Certificate calculation to 4 decimals (Issue 4570)

 


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

Release Notes: Tuesday, March 10th at 5:00am ET

09 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 10th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

REPORTS

  • Correct an issue where some reports were not exporting full data
  • Correct an issue where the ERO Identifier was not exporting for Old IRS Acknowledgements Report (Issue 4597)
  • Return Questions Report not exporting answers provided to Excel/CSV (Issue 4601)

 


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

Blank Pages inside State Returns (RESOLVED)

09 Mar 20
Craig Smith
No Comments

5:05:pm ET – Issue 4670 has been resolved. You should no longer see any blank pages at this time.


We were made aware of an issue that was introduced through this mornings deployment as it relates to our State Program. We have opened Issue 4670 to resolve an issue where users are attempting to access a state menu, but instead see a blank page. This occurs only on state menus where either the Taxpayer Picklist or W-2/1099-R Picklists exist. We are working to resolve this as quickly as possible.

Examples of impacted state pages include:

  • CA – Form 3532 to add an individual
  • MI – Retirement and Pension page to choose a 1099-R
  • PA – Adding a 1099-R to Income Subject to Tax page
  • PA – Adding a Schedule UE when needing to choose a W-2
  • PA Local – Adding a W-2 within Income page

Release Notes: Monday, March 9th at 5:00am ET

08 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Monday, March 9th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

GAMBLING WINNINGS (W2-G)

  • Remove the limitation of only allowing 30 separate W-2G entries (Issue 4571)

MASSACHUSETTS (Part-Year/Nonresident)

  • Correct an issue where the “Massachusetts Taxable Pension Income” field within Additions to Income was not pulling to PDF (Issue 4617)

MICHIGAN

  • Correct a saving issue when utilizing Firefox browser within the MI-1040CR-7 menu (Issue 4186)

OHIO

  • Preparers name was displaying on the City of Cincinnati return (Issue 4618)

SCHEDULE K-1 (1065)

  • Remove Form 8582, Worksheet 3, Column C entry from being pulled forward as a carryforward item (Issue 4611)

WEST VIRGINIA

  • Rents, Royalties, and Gambling Winnings being included as earned income when calculating the Low-Income Earned Income Exclusion (Issue 4625)

 


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

Release Notes: Friday, March 6th at 5:00am ET

05 Mar 20
Craig Smith
No Comments

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

FORM 2441

  • Correct an issue to allow for EIN entry in Part 2 for prior year expenses (Issue 4492)

MASSACHUSETTS

  • Correct an issue where taxable IRA’s not earned while a resident MA were being included on Line 2 of Schedule X (Issue 4559)

MICHIGAN

  • Part-Year return, Form 4884, Part 2, Line 8 not using value from Schedule NR, Line 10 (Issue 4604)
  • Removed e-file block when Form 4884 has more than 10 entries (Issue 4614)

PENNSYLVANIA

  • Correct a calculation error related to Exception 2 for REV-1630 (Issue 4495)

VIRGINIA

  • PMI not carrying to VA return (Issue 4606)

 


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

Release Notes: Thursday, March 5th at 5:00am ET

04 Mar 20
Craig Smith
No Comments

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

ARIZONA

  • Correct an issue resulting in AZ Reject Code 713. After deployment, impacted returns can be resubmitted (Issue 4585)

MASSACHUSETTS

  • Adding menu to input principal address within Schedule SC (Issue 4590)

MARYLAND

  • Correct an issue causing the calc to break when a MD return is added to a Federal return (Issue 4603)

MISSOURI

  • Correct an issue where MO-CR is not available on Part-Year returns (Issue 4594)

WEST VIRGINIA

  • Correct an issue where Cap Gains from 1099-DIV are being included as earned income on the Earned Income Exclusion Worksheet (Issue 4582)

 


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

Release Notes: Wednesday, March 4th at 5:00am ET

03 Mar 20
Craig Smith
No Comments

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

DELAWARE

  • Correct a calculation error where Column A, Line 5 of Form 200-01 was not populating when applicable (Issue 4568)

NEW JERSEY

  • Correct an issue where the Other Retirement Income Exclusion was calculating for a TP under age 62 (Issue 4575)

OHIO

  • IT/SD 2210 Line 1 not including estimated state payments from IT-1040, Line 15 (Issue 4588)

 


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

Release Notes: Tuesday, March 3rd at 5:00am ET

02 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 3rd beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MARYLAND

  • Correct a calculation error where the Long-Term Care Insurance Credit was calculating for an ineligible taxpayer (Issue 4564)

MICHIGAN

  • Correct a display issue where the age was not showing on Line 13 of MI-1040CR-7 when applicable (Issue 4556)

NEW YORK

  • Correct a display where both the TP and SP name was showing on Form IT-272 (Issue 4561)

NORTH CAROLINA

  • Correct a calculation error on Line 20 of D-422A (Issue 4565)

SECURITY TEMPLATE

  • Correct an issue where applicable security templates could not change a return from “Complete” back to “In Progress” (Issue 4374)

STUDENT LOAN INTEREST DEDUCTION

  • Correct an issue where the deduction was not applied when TP marked as CAN BE claimed but IS NOT claimed as a dependent on another return (Issue 4560)

 


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