Category: Release Notes

Release Notes: May 26th – Client Status, E-file & WI

25 May 21
Craig Smith
No Comments

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

CLIENT STATUS

  • Correct issue where error received when selecting Client Status when amended return present

E-FILE

  • Correct an issue where a username would autofill into Taxpayer E-mail field on E-file page (Issue 6045)

WISCONSIN

  • Using incorrect Standard Deduction for Dependent Taxpayer (Issue 6167)

 


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

Release Notes: May 21st – 1099-OID, IRC 1341 & Standard Deduction

21 May 21
Craig Smith
No Comments

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

FORM 1099-OID

  • 1099-OID entry carrying to return as nontaxable (Issue 6047)

IRC 1341 Repayment

  • Add entry for IRC 1341 repayments in the Payments & Estimates menu (2020 Update)

STANDARD DEDUCTION

  • Deceased TP prior to turning age 65 receiving increased Standard Deduction in error (Issue 6162)

 


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

Release Notes: May 19th – F4868, DC, MD and Zip Code DB

18 May 21
Craig Smith
No Comments

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

APPLICATION of EXTENSION

  • Correct a display issue where entries in the program did not carry to the PDF (Issue 6148)

DISTRICT of COLUMBIA

  • DC-8379, Line 14 calculating a negative tax rate in error (Issue 6165)

MARYLAND

  • Reject Code Form 502-01730-012. MD update to accept returns with dependents with ITIN’s for EITC

ZIP CODE DATABASE

  • Added two zip codes from FL – 33973 and 33974 (Issue 6131)

 


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

Release Notes: May 5th – AZ, CA, NJ & VA

04 May 21
Craig Smith
No Comments

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

ARIZONA

  • Update 140-PTC, Part 1, Line I to not include Federal UCE (Issue 6057)

CALIFORNIA

  • Form 3849, Lines 12-23, Column D not populating when applicable for 4 months (Issue 6110)

NEW JERSEY

  • Add input in Nonresident program to carry a value to Line 26 of NJ-1040NR (Issue 6097)

VIRGINIA

  • Updates to the Age Deduction Worksheet when filed for the SP (Issue 6117)

 


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

Release Notes: April 30th – CT & NM

29 Apr 21
Craig Smith
No Comments

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

CONNECTICUT

  • Original amount owed is carrying to amended CT return as amount paid in error (Issue 6072)

NEW MEXICO

  • PIT-X, Line 10 not pulling from Line 5a of Federal Schedule A (Issue 6094)

 


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

Release Notes: April 28th – MD, MN & Zip Code DB

27 Apr 21
Craig Smith
No Comments

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

MARYLAND

  • MD EITC not calculating on a return for a TP with an ITIN (Issue 6082)

MINNESOTA

  • M1PR not displaying direct deposit info on Page 2 (Issue 5928)
  • M1PR, Line 22 not calculating a rebate when TP qualifies (Issue 6073)

ZIP CODE DATABASE

  • Update Zip Code 73012 to reflect Edmond, OK (Issue 6077)

 


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

Release Notes: April 23rd – ID, MN & NC

22 Apr 21
Craig Smith
No Comments

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

IDAHO

  • SP deceased in 2021 but deceased in 2020 checkbox is marked on PDF (Issue 6062)

MINNESOTA

  • Update Line 31 worksheet for Social Security (Issue 6051)

NORTH CAROLINA

  • Line 1 of D-400TC including an extra $50 in error for a return (Issue 6054)

 


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

Release Notes: April 21st – F8862 & OH

20 Apr 21
Craig Smith
No Comments

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

FORM 8862

  • Checkbox marked in F8862 not carrying to PDF (Issue 5789)

OHIO

  • Schedule of Credits carrying incorrect amount Line 26 (Issue 6019)

 


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