Category: Release Notes

Release Notes: April 20th – MI & NJ

19 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, April 20th, 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.

MICHIGAN

  • CF-1040 Business income exclusion not carrying to PDF (Issue 6000)

NEW JERSEY (2019)

  • Property Tax Credit not pulling to original return column (Issue 6015)

 


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

Release Notes: April 16th – CT, E-file, MA, MS & OK

15 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Friday, April 16th, 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

  • Amended return not pulling the amount paid with original return to the PDF (Issue 5991)

E-FILE (2019)

  • Add back “Paper Return” option for 2019 Federal Return Type (Issue 5382)

MASSACHUSETTS

  • Add ability to add 2nd Schedule C to MA return (Issue 6018)

MISSISSIPPI

  • Form 80-108 not generating in PDF when applicable (Issue 6024)

OKLAHOMA

  • Sales Tax Credit being applied to a return in error (Issue 6003)

 


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

Release Notes: April 14th – Client Status & UCE Worksheet

13 Apr 21
Craig Smith
No Comments

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

CLIENT STATUS – STATE ACCEPTED PDF

  • Generating the State Accepted PDF from Client Status not working (Issue 5952)

UCE WORKSHEET

  • Adding the unemployment compensation exclusion worksheet as a print set item (Issue 5945)

 


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

Release Notes: April 12th – DC, GA & NY

11 Apr 21
Craig Smith
No Comments

The site will be placed in maintenance on Monday, April 12th, 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.

DISTRICT OF COLUMBIA

  • (2019) Scholarship income included when calculating DC EITC (Issue 5944)

GEORGIA

  • Add back any Fed UCE to the GA return due to not adopting provisions of the American Rescue Plan (2020 Update)

NEW YORK

  • Amended return showing wrong original residency based on selection in program (Issue 5973)

 


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

Release Notes: April 9th – DE, IN & MO

08 Apr 21
Craig Smith
No Comments

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

DELAWARE

  • MFS return not separating TP and SP W-2 wages (Issue 5805)

INDIANA

  • Add option to claim credit for 529 contributions on MFS returns (Issue 5958)

MISSOURI

  • Signature line displaying “Filing as Surviving Spouse” when no SP listed (Issue 5920)

 


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

Release Notes: April 7th – CT, DC, MN, PA, Reports & WV

06 Apr 21
Craig Smith
No Comments

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

CONNECTICUT

  • Credit for Taxes Paid to Another Jurisdiction not pulling correctly to amended return (Issue 5933)

DISTRICT OF COLUMBIA

  • DC using 2020 earned income for EITC when 2019 used on Federal return (Issue 5938)

MINNESOTA

  • Correct a calc issue on Line 5 of M1ED when Fed UCE present (Issue 5910)

PENNSYLVANIA

  • Schedule SP not including certain dependents based on relationship to TP (Issue 5898)

REPORTS

  • Old IRS Ack report not including electronically filed amended returns (Issue 5751)

WEST VIRGINIA

  • Military retirement deduction being limited to $2,000 in error (Issue 5931)

 


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

Release Notes: April 2nd – CA, Client List, MI, MN & MT

01 Apr 21
Craig Smith
No Comments

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

CALIFORNIA

  • Update the MAGI calc for Part 1 of Form 3853 (Issue 5906)

CLIENT LIST

  • Correct an issue where an “Approved” return was showing “Paper” as the status (Issue 5381)

MICHIGAN (DETROIT RETURN)

  • City return calculating a tax liability for a return with taxable income less than $600 and TP claimed as dependent on another return (Issue 5903)

MINNESOTA

  • IRA Deduction worksheet showing incorrect value for single taxpayer on line 1 (Issue 5892)

MONTANA

  • Political contributions incorrectly limited to $100 when MFJ and both SP contributed $100 (Issue 5904)

 


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

Release Notes: March 31st – CA, F8915-E, MN, NE, OH & OR

30 Mar 21
Craig Smith
No Comments

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

CALIFORNIA

  • SRP not calculating on a return (Issue 5858)

FORM 8915-E

  • Correct a display on Line 9 where the “x” was to the right of the checkbox when marked (Issue 5889)

MINNESOTA

  • Federal UCE added back twice on Worksheet for Line 31 for Student Loan Interest (Issue 5868)

NEBRASKA

  • Update on the Amended Return to carry the Property Tax Incentive Credit to PDF when applicable and not claimed on original return (Issue 5848)

OHIO

  • Correct an issue causing Reject Code OH-IT1040-001 (Issue 5855)
  • Schedule IT-BUS showing SP ownership percentage for TP in error (Issue 5896)

OREGON

  • Issue breaking the calc when PY or Nonres Oregon return created (Issue 5883)

 


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