Category: Release Notes

Release Notes: February 4th – CT, EITC & MA

03 Feb 22
Craig Smith
No Comments

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

CONNECTICUT

  • Input for Amount Paid with Original Return on CT-1040X not carrying to Column C (Issue 6588)

EITC

  • Update 2021 software for TP’s at least age 18 to receive EITC if eligible (Issue 6447)

MASSACHUSETTS

  • Update software to use 2019 earned income to consider 2021 MA EITC when used on Federal (Issue 6575)

 


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

Release Notes: February 3rd – IA, MN, NE, NM, OH & WV

02 Feb 22
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, February 3rd, 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

  • Add input to claim educator expenses in excess of Federal amounts (Issue 6483)

MINNESOTA

  • Correct a print issue when generating the CRP (Issue 6544)
  • M1PR-AI not including full alimony from both TP and SP (Issue 6545)

NEBRASKA

  • Update to allow 5% deduction of Taxable SSB from Federal when income above 100% deduction threshold (Issue 6555)

NEW MEXICO

  • Update Working Families Tax Credit calculation to include individuals with ITIN’s (Issue 6541)

OHIO

  • Update additional educator expense deduction to cap at $500 instead of $250 when both TP’s qualify (Issue 6548)

WEST VIRGINIA

  • Senior Citizen Tax Credit for Property Tax Paid not calculating for a return (Issue 6554)

 


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

Release Notes: January 31st – E-file, ME, SC & VT

30 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, January 31st, 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.

E-FILE

  • Added ability for a user to collapse the right hand menu in e-file (2021 Update)

MAINE

  • Add entry for ME COVID Disaster Relief Payments in Subtractions from Income (Issue 6515)

SOUTH CAROLINA

  • Charitable deduction on Federal (when taking Standard deduction) not adding back on state return (Issue 6495)
  • 1040-TC, Line 2 including full AGI instead of only AGI from other state (Issue 6507)

VERMONT

  • RRC-146, Line 9 always checked YES even when no filing requirement for Federal return (Issue 6509)

 


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

Release Notes: January 28th – E-file, MA, NC & PA

27 Jan 22
Craig Smith
No Comments

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

E-FILE

  • Corrected print experience on Submission Page (Issue 6465)

MASSACHUSETTS

  • Do not exclude unemployment benefits deduction from Schedule CB and NTS/LIC calculations (Issue 6471)

NORTH CAROLINA

  • Schedule S not generating in PDF when applicable (Issue 6517)

PENNSYLVANIA

  • Add entry menu for Schedule UE, Part C – Misc Expenses (Issue 6468)

 


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

Release Notes: January 26th – CT, MO, NC & PA

25 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, January 26th, 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.

CONNECTICUT

  • CHET entry page is validating when info populated (Issue 6474)

MISSOURI

  • Correct an issue causing the state return not to load in some instances (Issue 6462)

NORTH CAROLINA

  • Add input field in Nonresident program to carry a value to Line 12, Column B of Schedule PN-1 (Issue 6463)

PENNSYLVANIA

  • PA Schedule B not generating with manually entering 1099-R distribution in PA return (Issue 6464)
  • PA Schedule A not generating when applicable in some instances (Issue 6470)

 


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

Release Notes: January 24th – MN & NY

23 Jan 22
Craig Smith
No Comments

The site will be placed in maintenance on Monday, January 24th, 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.

MINNESOTA

  • M1NC pulling a value to Line 33 in error (Issue 6461)
  • MN WFC calculating for an ineligible taxpayer (Issue 6467)

NEW YORK

  • Adding a NY return is generating an error (Issue 6403)

 


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

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.