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)

A deployment is scheduled for the morning of Tuesday, May 7th to release the below update(s). Access to the program may be limited during a deployment.

E-FILE

• Submission Page (Save and Return) and (Save and Exit) options are not working (Issue 2415)

IOWA

• IA 2440 – Iowa Disability Income Deduction > Attach PDF Signed Physician Statement page loads blank (Issue 2421)

MASSACHUSETTS (NONRESIDENT)

• Add Federal Relation to Nonresident Income Apportionment Worksheet to display W-2 income (Enhancement)

The site will be placed in maintenance on Thursday, May 2nd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

OHIO

• Add Prompt for IT-BUS when Fed Schedules C, D, E and/or F Present (Enhancement)

The site will be placed in maintenance on Tuesday, April 30th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

DIRECT DEBIT

• Add Direct Debit details to for Amended Returns on the Client Listing Form Summary page (Enhancement)

HEALTH SAVINGS ACCOUNT (F8889)

• Display W-2, Box 12, Code W values within the F8889 page (Enhancement)

PRIOR YEAR COMPARISON

• Expand PYC to include the previous 2 years (Enhancement)

The site will be placed in maintenance on Tuesday, April 23rd, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

EDUCATION CREDIT

• Education Credit page with taxable grants entered when going to “We recommend the AOTC” page the REFUND SUMMARY is not including this additional income in Federal AGI display (Issue 2327)

MASSACHUSETTS

• Federal entry for “Other Gambling Income Not Reported on W2-G” pulls to Sch X, Line 4 – should pull to Line 3 (Issue 2391)

PREPARER MENU

• Add an archive column and button on the Preparer(s) Menu when viewing inactive preparers (Enhancement)

The site will be placed in maintenance on Tuesday, April 16th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 1040/SR PDF

• F1040 and F1040SR, Line 6c box not marked on print when lump-sum method is used (Issue 2339)

IOWA

• Input for Other Subtractions to Federal Income not pulling to Sch. 1, Line 19 (Issue 2364)

KENTUCKY

• Filing KY MFS when Fed MFJ + Allocating Itemized Deductions is still pulling full amount from Fed, Sch. A (Issue 2354)

The site will be placed in maintenance on Friday, April 5th to release the below software updates. This will be an unplanned deployment during our code freeze to correct the issue where rejected Federal Extensions are unable to be resubmitted. The below items are also included in this deployment.

ALABAMA

• Form 40 Part I is including 1099-R with box 7 code 3 to carry to line 1h of Fed 1040 to form 40 line 4 as Retirement Income and line 7 as Other Income (Issue 2320)

FEDERAL EXTENSIONS

• Unable to resubmit Non-Accepted Extensions

FORM 8915-F

• Form 8915-F, Part II, Line 12 entry not carrying to print (Issue 2302)

FSA KIOSK

• FSA Kiosk Users who qualify for the service being asked to pay for Federal return sporadically (Issue 2161)

ILLINOIS

• IL Resident with other state part year – Credit for taxes paid to another state not calculating (Issue 2319)

MISSOURI

• MO-A Part 3 – Section C line 8 not carrying to MO-A Part 3 – Section A line 8Y for Income > 85K or > 100K for MFJ (Issue 2317)

WISCONSIN (PART-YEAR)

• WI Part-Year Form 1NPR, Line 31 not calculating (Issue 2310)