Category: Release Notes

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.

Release Notes: November 30th – F7202 & RRC

30 Nov 21
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 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.

FORM 7202

  • Correct a calc issue related to Line 5 (Issue 4366)

RECOVERY REBATE CREDIT

  • Update the RRC calc so applicable dependents over age 17 can receive the credit for 3rd round of EIP (Issue 6324)

 


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

Release Notes: November 23rd – 1040-X & Carryforward

22 Nov 21
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, November 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.

AMENDED RETURN

  • Update line references within the Amended Return menu in the 2020 program (Issue 6295)

PRIOR YEAR CARRYFORWARD

  • Update PYC to include Form 7202 information from 2020 to populate “Amounts from 2020” page (2021 Update)

 


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