A deployment is scheduled for the morning of Tuesday, June 25th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8863

• Education Credit menu not offering AOTC or LLC when user re-enters the credit menu (Issue 2485)

MFJ vs MFS

• Update the MFJ vs MFS Comparison to a grid so it can be edited/deleted from a return (Enhancement)
• Make the Radio Buttons darker

ESTIMATED PAYMENT CALCULATOR

• When a deduction amount is entered greater than the 2024 standard deduction, 2024 standard deduction is still being used to calculate taxable income (Issue 2476)

A deployment is scheduled for the morning of Thursday, June 20th to release the below update(s). Access to the program may be limited during a deployment.

MAINE

• Add input for Supplemental Security Income (SSI) to carry to Line 2b of Schedule PTFC/STFC (Enhancement)

W-2G

• Change “W2-G” text to “W-2G” for “Other Gambling Income not reported on W2-G” (Issue 2468)

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

SCHEDULE A

• Schedule A > Other Medical Expenses –  clicking icon to itemize amounts does not open (Issue 2469)

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

CUSTOM CONSENTS

• Increase definition character limit to 500 characters (Enhancement)

A deployment is scheduled for the morning of Tuesday, June 4th to release the below update(s). Access to the program may be limited during a deployment.

ALABAMA

• Update AL Federal Income Tax Deduction Worksheet to 2023 form (Issue 2456)

MFJ vs MFS COMPARISON

• Add MFJ vs MFS Comparison tool under Misc. Forms section (Enhancement)

STUDENT LOAN INTEREST DEDUCTION

• Student loan interest deduction not calculating when TP marked as CAN BE claimed as dependent but IS NOT claimed (Issue 2043)

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

VALIDATIONS

• Add a “Validation Errors” button next to “Rejected Clients” on main menu (Enhancement)

A deployment is scheduled for the morning of Tuesday, May 14th to release the below update(s). Access to the program may be limited during a deployment.

PENNSYLVANIA

• Capital gain/loss entry from Federal Schedule K-1 is carrying to PA Sch. D, Line 1 instead of Line 6 when PA RK-1 present (Issue 2424)

RHODE ISLAND

• Always Generate Form 1040-H in PDF When Completed In Program (Enhancement)

The below items have been rolled back to correct an issue that was introduced during the deployment. The below items are not live in production at this time.

A deployment is scheduled for the morning of Thursday, May 9th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

• Add column sorting on the “100 Most Recent” client list view (Enhancement)

FORM 8843

• 1040-NR Reject Code: F8843-001 PDF attachment not included in XML (Issue 2390)

HEALTH INSURANCE

• Add Column Totals to Bottom of each 1095-A Column (Enhancement)

PUERTO RICO RETURN

• Remove Form 1040-PR from picklist for Bonafide resident of PR question (2023 Update)