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.

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.

The site will be placed in maintenance on Thursday, March 11th, 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

• Form 593 receiving erroneous validation error at e-file for missing preparer information (Issue 5710)
• F3849, Line 6 answered incorrectly when household income below 100% FPL (Issue 5682)

HAWAII

• Entry for applying refund towards next year is not working (Issue 5600)

SOCIAL SECURITY

• Update the year display on the Social Security Lump Sum Worksheet (Issue 5716)

WEST VIRGINIA

• Correct the WV-8379 issue resulting in Reject Code IT-140-110 (Issue 5718)

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

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

ARKANSAS

• Incorrect tax rate being used on a return with $87,400 in AGI (Issue 5692)

CALIFORNIA

• F3849, Line 7 missing the leading zeros in the decimal on PDF (Issue 5680)

MINNESOTA

• Deceased Spouse Claimant Information not saving after exiting state application (Issue 5703)

W-2

• Update Box 3 Social Security wage cap to 2020 rate (Issue 5583)

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

The site will be placed in maintenance on Tuesday, March 9th, 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

• Add Form 502LU as a print set item selection (2020 Update)

VERMONT

• Update the 911 Address menu to auto-pull address from Federal Basic Information (Enhancement)

WEST VIRGINIA

• Update to include Form 1099-RRB in the state e-file automatically when applicable (Issue 5649)

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

The site will be placed in maintenance on Monday, March 8th, 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 8915-E

• Add F8915-E as a print set selection (Issue 5481)

IOWA

• Segal Americorps Contribution not carrying to Line 24 of IA-1040 (Issue 5669)

LOUISIANA

• Taxable dividends sourced to LA being subtracted on Schedule E in error (Issue 5637)

REPORTS

• State Return NOT Transmitted Report is including Federal only returns in error (Issue 5556)

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

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

LOUISIANA

• Nonresident LA return subtracting retirement income in error (Issue 5615)

OKLAHOMA

• Credit for Taxes Paid to IA not calculating for W-2G income (Issue 5643)

SCHEDULE NEC

• Not printing dates sold or acquired for capital gains on PDF (Issue 5609)

SCHEDULE SE

• Unable to designate form to TP or SP which creates a page validation (Issue 5640)

VERMONT

• Schedule IN-153, Part 3, Line 20 pulling Fed AGI instead of taxable income (Issue 5651)

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

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

CALIFORNIA

• Column D of F3849 not displaying $0’s when Line 5 is more than 400% (Issue 5616)
• Form 3853 in Part 1 using Federal AGI instead of CA MAGI (Issue 5602)

HAWAII

• Line 18 of Worksheet A-4 adding back $300 Charitable Deduction in error (Issue 5617)

MINNESOTA

• Line 31 worksheet for social security income has calculation error when MFS and SP lived with TP (Issue 5627)

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