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

1040 VIEW

• Correct a display issue where the $300 Charitable Deduction was included in Schedule 1 total (Issue 5277)

FORM 8915-E

• Correct an issue where Line 11 could calculate/display as a negative value

MINNESOTA

• PPP Loan entry inside application not carrying to PDF (Issue 5388)

PENNSYLVANIA

• PA Local return not being marked as disabled when checked in application (Issue 5368)
• PA Local return marking both Single and MFJ in error (Issue 5361)

RECOVERY REBATE CREDIT

• Show military checkbox when return is MFJ with ITIN entry for spouse (Issue 5184)

WISCONSIN

• Correct a display issue where Line 10 of the Unemployment Worksheet was not populating (Issue 5366)

 

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

The site will be placed in maintenance on Monday, February 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.

CALIFORNIA

• Update premium assistance subsidy text from 400% to 600% (Issue 5337)

MINNESOTA

• Add the ability to remove Home Equity Interest from being deducted (Issue 5342)
• Alimony paid entry not carrying to Line 10 of M1PR (Issue 5335)

 

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

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

FORM 8915-E

• Phase 1 of Form 8915-E implementation to be available for early distributions. Prompted after Codes 1, J, or S entered in Box 7 (2020 Update)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MICHIGAN

• CF-1040 missing an adjustment field for business income (Issue 5245)

MINNESOTA

• Nonresident return for Nonresident Alien filers not showing tax liability (Issue 5320)

PENNSYLVANIA

• PA Local Form not pulling phone number from Federal return (Issue 5326)

WISCONSIN

• Correct an allocation issue related to the Retirement Income Exclusion Worksheet (Issue 5324)

 

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

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

CALIFORNIA

• Correct an issue where SRP is being assessed for all household members when two household members had full coverage (Issue 5276)

CONFIGURATION

• Update Preparer Setup to allow e-mail addresses with two (2) periods after the “@” (Issue 5274)

DEPENDENT/QUALIFYING PERSON MENU

• Update income text to $4,300 (Issue 5237)

MISSISSIPPI

• Correct an issue with calculating income tax due when Married Filing Combined (Issue 5310)

NEW JERSEY

• Update Form NJ-COJ and Form NJ-HCC to 2020 (Issue 5313)

NEW YORK

• NY PDF for Nonresident return will not generate (Issue 5303)

PENNSYLVANIA

• Add Philadelphia Low Income Wage Tax Refund Petition to the PA locality menu (2020 update)

 

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

The site will be placed in maintenance on Friday, January 29th, 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

• Capital losses on a MFJ return are limited to $1,500 instead of $3,000, when applicable (Issue 5296)

CALIFORNIA

• Form 3532 will not accept 366 days to account for leap year (Issue 5280)

DISTRICT OF COLUMBIA

• Schedule HSR not rounding down entry on Line 3 of Worksheet A-2 (Issue 5296)
• Various Schedule ELC updates (Issue 5281)

FORM 7202

• “YES” selection is not staying saved when exiting the 7202 page (Issue 5283)

NEW JERSEY

• EITC calculating for a return that is exceeding income limits (Issue 5297)

 

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

The site will be placed in maintenance on Wednesday, January 27th, 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.

BASIC INFORMATION

• Virtual Currency question not marked YES on 1040 when marked in Personal Information (Issue 5247)

CALIFORNIA

• Some menus opening blank within Form 3853 menu (Issue 5273)
• SRP penalty calculating in error when household income is below threshold meaning a coverage exemption should apply (Issue 5284)

CONNECTICUT

• Update backend calcs for Teacher Retirement and Pension Retirement subtractions (Issue 5200)

IOWA

• Amended return not generating in PDF (Issue 5266)

MINNESOTA (M1PR)

• M1PR menu not accessible in some instances (Issue 5264)

MONTANA

• Itemized Deduction including Line 10b from Fed 1040 in error (Issue 5285)

PENNSYLVANIA

• PA Local Returns not included in PDF (Issue 5263)

WISCONSIN

• Using 2019 EITC lookback when only current year should be used (Issue 5275)

 

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

The site will be placed in maintenance on Friday, January 22nd, 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

• Section B of Form 4884 is being used instead of Section C in some instances (Issue 5256)

MISSISSIPPI

• Update Federal Relation for retirement income to also include taxable IRA distributions (Issue 5259)

REVIEW RETURNS

• Add a “Time Stamp” column to the Review Returns menu to show when a return was marked for review (2020 Update)

 

 

 

 

 

 

 

 

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

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

FSA SOFTWARE (KIOSK)

• Enable 1040-NR and 1040-PR preparation (Issue 5089)

RECOVERY REBATE CREDIT

• Add a “Skip” button on the Recovery Rebate Credit page during onboarding

 

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