Category: Release Notes

Release Notes: March 11th – CA, HI, SSB & WV

10 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 10th – AR, CA, MN & W-2

09 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 9th – MD, VT & WV

08 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 8th – F8915-E, IA, LA & Reports

07 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 5th – LA, OK, Sch NEC, Sch SE & VT

04 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 4th – CA, HI & MN

03 Mar 21
Craig Smith
No Comments

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.

Release Notes: March 3rd – MD & OH

02 Mar 21
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 3rd, 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

  • Military retirement subtraction being split between TP and SP in error on Two-Income Subtraction Worksheet (Issue 5591)
  • Entries within Two-Income Subtraction menu not saving when exiting the state application (Issue 5596)

OHIO

  • Schedule IT BUS is printing TP SSN when it should be SP (Issue 5598)

 


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

Release Notes: March 2nd – Form 7202 & MA

01 Mar 21
Craig Smith
No Comments

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

FORM 7202

  • Applicable SE income is displaying Line 31 from Schedule C instead of Line 6 of Schedule SE within the 7202 application page (Issue 5432)

MASSACHUSETTS

  • Update text within Basic Information regarding name or address change since filing prior year return (Issue 5588)

 


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