Category: Release Notes

Release Notes: February 18th – 1040-X & 1042-S

17 Feb 26
Craig Smith
No Comments

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

AMENDED RETURN

  • Original Amount for “Deductions from Schedule 1-A (Form 1040)” needs to auto-populate from accepted return (Issue 3731)

FORM 1042-S

  • Form 1040NR, Form 1042-S – Update Status Codes to prevent validation errors (Issue 3750)

Release Notes: February 16th – Dependent Menu & Personal Info

16 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, February 16th to release the below update(s). Access to the program may be limited during a deployment.

DEPENDENT MENU

  • Add checkbox to mark that a dependent/qualifying person does not have a SSN valid for employment (Update)

PERSONAL INFORMATION

  • Add checkbox to mark that a dependent/qualifying person does not have a SSN valid for employment (Update)

Release Notes: February 13th – AL, CA, MN & WI

12 Feb 26
Craig Smith
No Comments

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

ALABAMA

  • Adding ability to e-file AL amended returns (2025 update)

CALIFORNIA

  • CA Form 540 is showing Preparer’s name on print when “Hide Preparer Name on 1040 Print” is checked in Office Setup (Issue 3716)

MINNESOTA

  • Adding ability to e-file MN amended returns (2025 update)

WISCONSIN

  • Sch. SB, Retirement Income Subtraction (Income Restricted) when calculated is still allowing dependent care credit and EIC in error (Issue 3706)

Release Notes: February 11th – DC & PYC

10 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, February 11th to release the below update(s). Access to the program may be limited during a deployment.

DISTRICT OF COLUMBIA

  • Sch. I, Line 7 – pull amount entered as Taxable State Interest on Fed 1099-INT (Issue 3665)

PRIOR YEAR COMPARISON

  • Prior Year Comparison – Add 1040 Line 13a and 13b amounts to Deductions total (2025 Update)
  • Prior Year Comparison – Total Income columns showing zero in some returns (Issue 3697)

 

Release Notes: February 9th – CA & EIN DB

08 Feb 26
Craig Smith
No Comments

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

CALIFORNIA

  • Sch. CA (540) – add entry for Part I, Sect. A, Line 5, Column B (Issue 3668)

EIN DATABASE

  • EIN database not working for EINs on 1099MISC/NEC and 1098T (Issue 3623)

Release Notes: February 6th – Fed PDF, MI & PA

05 Feb 26
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, February 6th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LISTING FORMS SUMMARY

  • On the PDF, add QBID and Sch 1-A Deductions for “DEDUCTIONS” on the Client List Forms Summary page (Update)

MICHIGAN

  • CF-1040 – Add back questions for Deaf and Disabled in Basic Information menu (Update)

PENNSYLVANIA

  • Correct an issue where the PA Local Return is not generating when included in a print set (Issue 3625)

Release Notes: February 4th – Schedule 1-A

03 Feb 26
Craig Smith
No Comments

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

PRINT SETS

  • Add the ability to include Schedule 1-A in custom print sets (Update)

Release Notes: January 30th – MI, NY & OR

29 Jan 26
Craig Smith
No Comments

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

MICHIGAN

  • MI-1040CR-7 only allowing three dependent entries (Issue 3645)
  • MI 1040CR-7 Homeowner/Renter Status for “Renter with Utilities Billed Separately” and “Renter with Utilities in Rental Cost” is marking the opposite selection on the print (Issue 3642)

NEW YORK

  • NY IT-214 Real Property Tax Credit missing additional household income menu (Issue 3643)

OREGON

  • Menus for Forms MC-40 and MET-40 renders “We’re Sorry” message when attempting to access (Issue 3577)