Category: Release Notes

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.

Release Notes: March 26th – 1040 View, E-file, MN & VA

25 Mar 21
Craig Smith
No Comments

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

1040VIEW

  • Correct a display issue on Schedule 3, Part 2, Line 13 (Issue 5697)

E-FILE PAGE

  • Updating the Taxpayer PIN not saving when continuing to Submission page (Issue 5434)

MINNESOTA

  • Remove an erroneous e-file block specific to the CRP for the M1PR (Issue 5814)

VIRGINIA

  • Add back the Federal UCE since VA allows full subtraction of unemployment to avoid a double deduction (2020 Update)

 


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

Release Notes: March 24th – AR, Reports & VT

23 Mar 21
Craig Smith
No Comments

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

ARKANSAS

  • Unemployment income not being considered when determining if Low Income Tax Table is applicable (Issue 5784)

IRS ACKNOWLEDGEMENT REPORT

  • Only support HTML export for IRS ack report (Issue 4930)

VERMONT

  • Correct an issue resulting in Reject Code: Form 122-0040-010. Impacted returns can be resubmitted (Issue 5813)

 


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

Release Notes: March 23rd – CA, CO, MD & MN

22 Mar 21
Craig Smith
No Comments

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

CALIFORNIA

  • Add back unemployment exclusion to Schedule CA (2020 Update)

COLORADO

  • Add back unemployment exclusion to Other Additions due to non-conformity (2020 Update)

MARYLAND

  • MD subtracting unemployment income from a non-reciprocal state in error (Issue 5785)

MINNESOTA

  • Add back unemployment exclusion on the M1 and M1PR (2020 Update)

 

 


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

Release Notes: March 19th – DC, F8853, NY, UCE & VT

18 Mar 21
Craig Smith
No Comments

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

DISTRICT OF COLUMBIA

  • DC not looking at 2019 EIC look back on Federal when TP does not have qualifying children (Issue 5797)

FORM 8853

  • LTC entry for the spouse creating a duplicate Section C in the PDF (Issue 5737)

NEW YORK

  • Form IT-280 displaying preparer e-mail address on PDF (Issue 5795)

VERMONT

  • Line P of Schedule HI-144 not pulling in TP SE income tax (Issue 5788)

UNEMPLOYMENT COMPENSATION EXCLUSION (UCE)

  • The unemployment income exclusion (UCE) as part of the American Rescue Plan is now live in the software (2020 Update)

 


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

Release Notes: March 17th – AZ, CA, IN & Reporting

16 Mar 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 17th, 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

  • Add input field in the amended return menu to report the original refund received (Issue 5773)

CALIFORNIA

  • Update a calc related to Form 3849, Column D, Lines 12-23 (Issue 5765)

INDIANA

  • Update EIC calc to use 2020 earned income when 2019 lookback is used on Federal (Issue 5533)

MANAGEMENT REPORTS

  • Adding a 1040X column within the Pro Web Returns – Detailed Return Report (Enhancement)

 


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

Release Notes: March 12th – F8453 & Phone Number in PDF

11 Mar 21
Craig Smith
No Comments

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

FORM 8453

  • Form 8453 included in PDF when not included in print set (Issue 5570)

PHONE NUMBER

  • Add phone number back to the Forms Listing Summary in the PDF (Issue 5690)

 


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