Category: Release Notes

Release Notes: January 2nd – F1099-R, Sch. E & States

01 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, January 2nd to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

  • Simplified Method Worksheet page not loading after PSO entry has been made (Issue 2625)

SCHEDULE E

  • Schedule E for Royalties page validation requiring address erroneously (Issue 2649)

STATE PROMPTS

  • State prompts show twice before navigating to state return menu (Issue 2337)

Release Notes: December 30th – 1099-R, F5695, Sch. A & Sch. E

29 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, December 30th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R (NOT DEPLOYED)

  • Simplified Method Worksheet page not loading after PSO entry has been made (Issue 2625)

FORM 5695

  • Move credit carryforward entry fields from the Residential Clean Energy Credit menu to it’s own menu (Enhancement)

SCHEDULE A

  • Insurance premiums you paid (medical, dental, vision) entry is not deleted when removed and saved (Issue 2662)

SCHEDULE E (NOT DEPLOYED)

  • Schedule E for Royalties page validation requiring address erroneously (Issue 2649)

Release Notes: December 18th – F3800 & Sch. A

18 Dec 24
Craig Smith
No Comments

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

FORM 3800

  • When accessing Credits menu, Form 3800 pop up is appearing in error (Issue 2638)

SCHEDULE A

  • Taxes You Paid > Sales Tax OVERRIDE button loads blank (Issue 2630)

Release Notes: December 10th – F1099-R

09 Dec 24
Craig Smith
No Comments

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

FORM 1099-R

  • 1099-R’s with Code 1 or J in Box 7, when continuing, the “RETURN TO FORM 1099-R” button at the top and bottom of the page is not working (Issue 2617)

Release Notes: December 3rd – PA

03 Dec 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, December 3rd to release the below update(s). Access to the program may be limited during a deployment.

PENNSYLVANIA

  • Nonresident PA return is pulling Federal “Other Income Not Reported Elsewhere” with dropdown selection of “Other Income” to PA-40, Line 1a when it shouldn’t (Issue 2619)

Release Notes: November 12th – Dependent Page & RI

12 Nov 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, November 12th to release the below update(s). Access to the program may be limited during a deployment.

DEPENDENT PAGE

  • Check boxes for full-time student, disabled and made over $4,700 are not saving on continue (Issue 2603)

RHODE ISLAND

  • Schedule M, Line 1t is not calculating when Line 1v for military pensions has a value (Issue 2599)

 

Release Notes: November 5th – 2024 Practice Lab

04 Nov 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Tuesday, November 5th to release the below update(s). Access to the program may be limited during a deployment.

PRACTICE LAB

  • Practice Lab will rollover to 2024 (Update)

Release Notes: September 12th – F8863

11 Sep 24
Craig Smith
No Comments

A deployment is scheduled for the morning of Thursday, September 12th to release the below update(s). Access to the program may be limited during a deployment.

F8863

  • Expand EIN Database to 8863 institution entries (Enhancement)