Category: Release Notes

Release Notes: August 26th – F1099-C & F8919

25 Aug 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, August 26th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-C

  • When clicking to edit a 1099-C, “Something went wrong” message is rendered (Issue 4122)

FORM 8919

  • Add “2026” in the year drop-down for IRS Determination or Correspondence Date Received (Issue 4115)

Release Notes: August 24th – MN & Reports

23 Aug 26
Craig Smith
No Comments

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

MINNESOTA (2024)

  • In MN Amended Menu, change input label “Other Business Credits” to “Other Credits from M1REF” (Issue 4118)

REPORTS

  • SPDR-Electronic, Federal Return Summary & Federal Electronic Forms Report missing recently e-filed 2023 and 2024 returns (Issue 4090)

 

Release Notes: August 19th – Reports (Did Not Deploy)

18 Aug 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, August 19th to release the below update(s). Access to the program may be limited during a deployment.

REPORTS (Did Not Deploy)

  • Proweb Returns – Detailed Return Report: State refund column pulling Federal refund column amount in some scenarios (Issue 4088)

Release Notes: July 13th – E-file Page

13 Jul 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, July 13th to release the below update(s). Access to the program may be limited during a deployment.

E-FILE

  • Preparer Name is now masked when accessing the e-file menu just like Preparer Phone Number and E-mail (Enhancement)

Release Notes: June 29 – F4547 & Print Sets

29 Jun 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, June 29th to release the below update(s). Access to the program may be limited during a deployment.

FORM 4547

  • Add a “View Form” print icon under the F4547 grid when it is added to a return (Enhancement)

PRINT SETS

  • Within Print Sets, sites can now select to “Mask SSN” when using specific print sets (Enhancement)

Release Notes: June 10th – Basic Info & Reports

10 Jun 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, June 10th to release the below update(s). Access to the program may be limited during a deployment.

BASIC INFORMATION

  • MFS Spouse d.o.b. being required with message “Taxpayer’s date of birth is required” (Issue 4067)

REPORTS

  • Site Production Summary Report shows more State Accepted than Total State Transmitted returns (Issue 4053)

Release Notes: May 13th – MN & NY

12 May 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, May 13th to release the below update(s). Access to the program may be limited during a deployment.

MINNESOTA

  • MN M99 – add Taxpayer or Spouse selection for MFJ returns (Issue 4046)

NEW YORK

  • Add Input For Claim of Right Under $3,000 in Itemized Deduction Menu (Enhancement)

Release Notes: April 17th – GA, F1116, NE & WA WFTC (DID NOT DEPLOY)

16 Apr 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, April 17th to release the below update(s). Access to the program may be limited during a deployment.

GEORGIA

  • Update for GA Nonconformity to SALT limit increases for Itemized Deductions (Update)

FOREIGN TAX CREDIT

  • Line 3a not including personal property taxes from Sch. A, Line 5c (Issue 4002)

NEBRASKA

  • Amended Line 13 is not including Civil Service Retirement Subtraction from Sch. I, Line 36 (Issue 4014)

WA WORKING FAMILY TAX CREDIT

  • WFTC for MFS, a dependent, eligible for Fed EIC – not calculating WA WFTC (Issue 4005)