Category: Release Notes

Release Notes: January 17th – Sch. D, CO, MA, MI & MN

16 Jan 25
Craig Smith
No Comments

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

CAPITAL GAIN/LOSS

  • Add column on the Capital Gain/Loss Grid to indicate Short-Term or Long-Term (Enhancement)

COLORADO

  • Family Affordability Tax Credit not calculating (Issue 2745)

MASSACHUSETTS

  • Form 1-NR/PY Sch. Y, Line 9c for Charitable Contributions Deductions not calculating (Issue 2739)

MICHIGAN

  • MI CF-1040 Sch. A, Line 4 Gambling Income is being included in Line 5 as Other Income doubling the amount (Issue 2744)

MINNESOTA

  • M1CWFC Direct Deposit entry of your advance payment not pulling to PDF (Issue 2749)
  • MN QPEN should not calculate when “Coordinated Member” is marked (Issue 2751)
  • MN-CRP within M1PR missing selections for Mobile Home and Mobile Home Lot (Issue 2700)

Release Notes: January 15th – F8878, FW-2G, MN & WI

14 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 15th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8878

  • Generate Form 8878 when Form 4868 is created with direct debit payment added (Update)

FORM W-2G

  • State ID Field pulling [object Object] text when entering a Federal EIN saved in EIN Database with a State ID also saved in EIN Database (Issue 2727)

MINNESOTA

  • Within the M1PR > Electronic Statement > Remove “Income source less than rent” in drop-down (Issue 2717)

WISCONSIN

  • Schedule WI-2441, Line 6 using incorrect amount (Issue 2728)
  • Schedule H, Line 9g doubles the amount of subtractable savings bonds interest (Issue 2729)

Release Notes: January 13th – F8888 & MT

12 Jan 25
Craig Smith
No Comments

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

FORM 8888

  • Form 8888 not generating in the print when completed in e-file (Issue 2689)

MONTANA

  • Federal 1099-INT/DIV Taxable State Interest entries not pulling to MT Schedule 1, Line 1 (Issue 2715)
  • Transition Schedule not generating when only Part II “Taxable Federal Refunds” is completed (Issue 2716)

Release Notes: January 10th – MI, MN, MT, OH, Sch. A & VA

09 Jan 25
Craig Smith
No Comments

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

MICHIGAN

  • Retirement and Pension Benefits Subtraction is not being used it is more beneficial than MI Standard Deduction on Sch 1 line 25/26 (Issue 2696)

MINNESOTA

  • Applicable M1QPEN not calculating when Line 4 is greater than Line 5 (Issue 2699)

MONTANA

  • Form 2, Line 6 for 65 or older not calculating 5,500 when just SP is 65 and older (Issue 2702)

OHIO

  • Add Wilmington School District for Clinton county (Issue 2705)

SCHEDULE A

  • Update Schedule A – LTC Premium limits for TY2024 based on age range (Update)

VIRGINIA

  • VA Age Deduction calculating when return does not qualify (Issue 2706)

Release Notes: January 8th – FW-2, KS & State & Local Refund Wksht

07 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 8th to release the below update(s). Access to the program may be limited during a deployment.

FORM W-2/FORM 8889

  • Add E-file Warning when W-2 has Code W in Box 12 but no F8889 added to return (Enhancement)

KANSAS

  • All Social Security Benefits included in Fed AGI should not be taxable to KS (Issue 2695)

STATE & LOCAL REFUND WORKSHEET

  • State and Local Income Refund Worksheet – Schedule 1, Line 1 is missing text on the PDF for lines 2 and 3 (Issue 2684)

Release Notes: January 3rd – F1099-G, FW-2 & OR

02 Jan 25
Craig Smith
No Comments

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

FORM 1099-G

  • 1099-G Unemployment Compensation page shows erroneous validation after initial save when going back in to edit (Issue 2680)

FORM W-2

  • Medicaid Waiver Payment checkbox to include in calc of earned income shows unchecked after saving (Issue 2672)

OREGON

  • Kids Credit Worksheet, Line 6 is not displaying the rounding to 2 decimal places (Issue 2677)

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)