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)

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)