Category: Release Notes

Release Notes: March 7th – DE, IA & NJ

06 Mar 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, March 7th, 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.

DELAWARE

  • Update Volunteer Firefighter credit text on page to reflect $500 instead of $400 (Issue 6875)

IOWA (Part-Year)

  • Military pay adjustment not carrying to IA return (Issue 6879)

NEW JERSEY (Part-Year)

  • Do not pro-rate property taxes paid entry based on residency dates (Issue 6847)

Release Notes: March 4th – Cap Loss Carryover, F8962 & NJ

03 Mar 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, March 4th, 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.

CAPITAL LOSS CARRYOVER WORKSHEET

  • Line 1 value not including QBID carryover from prior year (Issue 6859)

FORM 8962

  • Add the ability to include a statement with a return after certain F8962 rejects (2021 Update)

NEW JERSEY

  • Property tax credit not calculating when TP is eligible for (and filing) homestead benefit but TP has a NJ filing requirement (Issue 6834)

Release Notes: March 2nd – 1040-X, DE, W-2 & WV

01 Mar 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 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.

AMENDED RETURN

  • Display issue on Lines 7 and 8 of F1040-X (Issue 6814)

DELAWARE

  • DE return not calculating additional standard deduction when age 65 and/or blind (Issue 6835)

W-2

  • Update box 3 social security wage threshold to 2021 amount (Issue 6820)

WEST VIRGINIA

  • Schedule M, Lines 32a/b displaying incorrect amounts (Issue 6846)

 

Release Notes: February 28th – MT & VA

27 Feb 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, February 28th, 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.

MONTANA

  • Correct an issue resulting in erroneous MT rejects (Issue 6810)

VIRGINIA

  • Adjust how itemized deductions are carried from Federal to VA PY return (Issue 6783)
  • Update Line 1 of Age Deduction Worksheet to reflect “2” when applicable (Issue 6706)

 

Release Notes: February 25th – CA, IA (2020), NJ, NM, NY & UT

24 Feb 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, February 25th, 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.

CALIFORNIA

  • Line 11, Column D on F3849 not calculating a value (Issue 6795)

IOWA (2020)

  • Amended return not calculating when negative value on Line 3 (Issue 6767)
  • Capital Gains not carrying to Line 6 when MFS (Issue 6797)

NEW JERSEY

  • Property tax credit calculating when TP has filing requirement and indicates eligible (and receives) homestead benefit (Issue 6804)

NEW MEXICO

  • Special needs adoption credit not calculating when dependents over 18 (Issue 6793)

NEW YORK

  • NY EIC not calculating when MFJ with 1 SP over age 65 and 1 SP under age 65 (Issue 6753)

UTAH

  • TC-40A not displaying D.O.B. when claiming retirement code 18 (Issue 6802)

 

Release Notes: February 23rd – IA & UT

22 Feb 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, February 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.

IOWA

  • MFS return not supporting pension exclusion up to $12,000 if TP eligible and SP not claiming on own return (Issue 6763)

UTAH

  • Retirement credit not calculating for TP born in 1952 (Issue 6766)

 

Release Notes: February 21st – DE & 1099-G

20 Feb 22
Kim Manuel
No Comments

The site will be placed in maintenance on Monday, February 21st, 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.

DELAWARE

  • Correct an issue with the automatic pension exclusion (Issue 6757)
  • Spouse name/SSN not printing on Married but Filing Combined Separate (Issue 6758)

FORM 1099-G

  • Add Input of Box 6 in 1099-G for Taxable Grants for NY Excluded Workers Fund payments (2021 Update)

 

Release Notes: February 18th – CO, CT, IA, MI & NJ

17 Feb 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, February 18th, 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.

COLORADO

  • State Sales Tax Refund calculating for a TP under 18 with no filing requirement (Issue 6716)

CONNECTICUT

  • High income return calculating more tax than is owed (Issue 6724)

IOWA

  • Child and Dependent Care Credit not calculating for a return (Issue 6722)

MICHIGAN

  • Erroneous validation error when filing 1040-CR as a renter (Issue 6746)

NEW JERSEY

  • Correct calc specific to the Property Tax Credit/Deduction (Issue 6743)

 


Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.