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)

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

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

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

IP PIN

• Remove IP PIN page from the onboarding flow when starting a new return

MARYLAND

• Update the calc to automatically calculate allowable Pension Exclusion, when applicable, after Military Retirement Subtraction taken (Issue 5225)

MINNESOTA

• Correct an issue where Working Family Credit calculated when investment income exceeded threshold (Issue 5236)

SOUTH CAROLINA

• Credit for Taxes Paid to Another not automatically calculating when other state is nonresident (Issue 5243)

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

The site will be placed in maintenance on Friday, January 15th, 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

• Nonresident Employee Apportionment Worksheet Line G results not carrying to Schedule CT-SI, Line 1 (Issue 5221)

MARYLAND

• Subtraction Code VA being limited to $5,000 instead of $6,000 (Issue 5216)

MICHIGAN

• Above the line charity deduction for Standard filers not carrying to Line 30 of MI-1040CR (Issue 5220)
• Tier 3 Standard Deduction not calculating when applicable (Issue 5217)

NEW YORK

• Correct an issue where the county selection reflects as “NR” on PDF no matter which county selected (Issue 5222)

WISCONSIN

• Add entry on Schedule SB for Reserve or National Guard Members (Issue 5213)
• Tuition and Fees Expenses on Schedule SB only calculating for one student (Issue 5215)

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

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

CALIFORNIA

• Remove a proof of concept “Guide Me” for CA that was showing in error (Issue 5177)

SCHEDULE A

• Correct an issue where the state and local sales tax deduction was not carrying to the Schedule A in some instances (Issue 5105)

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

The site will be placed in maintenance on Wednesday, January 13th, 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

• Correct an issue where AZ was not providing the better of Standard or Itemized Deduction (Issue 5182)

CONNECTICUT

• Update the Federal Relation for Pension and Annuity subtraction to show taxable distribution, not gross distribution (Issue 5201)

MASSACHUSETTS

• Correct an issue causing a PDF not to generate if MA attached to Federal return (Issue 5188)

OREGON

• Correct an issue causing a PDF not to generate if OR attached to Federal return (Issue 5194)

SOUTH CAROLINA

• Correct an issue where the Tuition Tax Credit was limiting the tuition paid amount in error (Issue 5199)

WISCONSIN

• Correct an issue where Retirement Income Exclusion entries were not carrying to Schedule SB (Issue 5189)

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

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

BACKEND UPDATES ONLY

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

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

VITA/TCE SPRINGBOARD

• Updating Pro Online and Pro Desktop user guides on the VITA/TCE Springboard

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