Category: Release Notes

Release Notes: January 21st – DE, F2441, Form Finder, IA, VT & WI

20 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 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

  • Fed Interest from US Obligations not displaying on Line 22, Column A unless entry also made for state column (Issue 6438)

FORM 2441

  • Include Combat Pay in calculation when beneficial to the return (Issue 6442)

FORM FINDER

  • Searching 1099-R directs user to RRB-1099-R entry page (Issue 6433)

IOWA

  • Federal tax refund not allocating correctly based on entries in program when Married Filing Separate on Combined Return (Issue 6460)

VERMONT

  • Cancellation of debt income not being subtracted against household income for HI-144 (Issue 6451)

WISCONSIN

  • Update to use only 2021 earned income when calculating WI earned income credit (Issue 6445)

 


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

Release Notes: January 19th – AZ, CA, F2106, F7202, NC, ND, & SCH A

18 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 19th, 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.

ARIZONA

  • Update to exclude 100% of military retirement income from being taxed since it is no longer capped (Issue 6431)

CALIFORNIA

  • Update to not pull cancellation of debt from Federal as additional income on CA 540 (Issue 6490)

FORM 2106

  • Text update within the 2106 entry page (Issue 6418)

FORM 7202

  • Input field for Line 25 of prior year form should not have a “$” (Issue 6425)
  • Line 59 is limiting to 50 days when it should be 60 days (Issue 6427)

NORTH CAROLINA

  • D-400TC not generating in PDF when Credit for Taxes Paid to Other Country entered (Issue 6429)

NORTH DAKOTA

  • Automatically exclude taxable SSB from Federal (Issue 6434)

SCHEDULE A

  • Impairment-related work expense entry not carrying to Line 16 (Issue 6419)

 


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

Release Notes: January 14th – Forms Completed & W-2G

13 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 14th, 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.

FORMS COMPLETED

  • Correct the issue which disabled Forms Completed in left navigation menu (Issue 6413)

W2-G

  • Withholdings carrying to Line 25a instead of Line 25c (Issue 6411)

 


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

Release Notes: January 13th – CA, F8915-F, OH, & OR

12 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 13th, 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

  • CA gambling winnings reported as a subtraction from income not carrying to Line 8, Column B of Schedule 540 (Issue 6407)

FORM 8915-F

  • F8915-F has been rolled out and added as a menu item under 1099-R (2021 Update)

OHIO

  • Update Federal Relation reference to reflect Line 4 instead of Line 5 within OH Unreimbursed Medical Expense Worksheet menu (Issue 6396)
  • Schedule of Credits, Line 6, not pulling amounts from Federal Form 2441, Line 10 (Issue 6389)

OREGON

  • Unemployment and Other Income input within Income Subject to Tax not carrying to Line 19S (Issue 6400)
  • Charitable contributions being reduced by the below the line deduction from the Federal in error (Issue 6391)

 


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

Release Notes: January 10th – F1116

07 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, January 10th, 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.

F1116

  • View Form option for Foreign Tax Credit generates a blank PDF (Issue 6345)

 


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

Release Notes: AR & Sch A-NOL

06 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Friday, January 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.

ARKANSAS

  • Unemployment income not carrying to Line 21 (Issue 6382)

SCHEDULE A-NOL

  • Below the line charitable contribution creating Schedule A-NOL in error (Issue 6384)

 


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

Release Notes: January 5th – LTC Premiums & W-7

04 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 5th, 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.

LTC PREMIUMS

  • Update LTC premium amounts to 2021 limits (Issue 6328)

W-7

  • Correct an issue where accessing the W-7 menu created an error (Issue 6336)

 


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

Release Notes: December 29th – ACTC

29 Dec 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, December 29th, 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.

Advanced Child Tax Credit

  • The new Schedule 8812 is available in the Credits section for ACTC Reconciliation (2021 Update)

 

 


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