The site will be placed in maintenance on Tuesday, March 17th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

AMERICAN OPPORTUNITY CREDIT (2018)

• Correct an issue where the refundable portion question was not displaying for applicable taxpayers (Issue 4538)

CALIFORNIA

• Correct an issue where Form 5805 was not generating when needed (Issue 4693)

DELAWARE

• Correct an issue where Spouse designated income was not pulling to Line 34, Column B on Form 200-01 when Filing Status is 4 (Issue 4671)

MASSACHUSETTS

• MFS MA return displaying incorrect TP on the forms (Issue 4674)

MENU LISTS

• Update menu lists (Deductions, Other Taxes, etc.) to match consistency with the Income Menu List (2019 Update)

NEW HAMPSHIRE

• Correct a display issue where the “Surviving Spouse” checkbox is marked in error (Issue 4679)

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

The site will be placed in maintenance on Friday, March 13th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CONNECTICUT

• Correct an issue where a Pass-through Credit entry was not carrying to the state return (Issue 4686)

ILLINOIS

• Correct an issue resulting in IL Reject Code IL1299C-22070 and IL1299C-22080 (Issue 4680)

KENTUCKY

• Add an input field for Line 6 within Credit for Taxes Paid to Another State menu for adjusted gambling winnings (Issue 4677)

MASSACHUSETTS

• Provide the option to use Single filing status when Federal Filing Status is Qualifying Widow(er) (Issue 4628)

MICHIGAN

• Correct a calculation issue where Taxable SSB was included in Line 14 of Schedule 1 and Line 10 of Schedule NR (Issue 4639)

PENNSYLVANIA

• Correct an issue where a manual entry of capital gains inside PA was not carrying to PA-40 (Issue 4685)

SOUTH CAROLINA

• Correct an issue where an entry for Military Retirement Income Exclusion for Surviving Spouse was not carrying to SC1040 (Issue 4688)

VIRGINIA

• Correct an issue on a MFS return where dependents to be claimed was not staying at zero (0) (Issue 4676)

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

The site will be placed in maintenance on Thursday, March 12th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CALIFORNIA

• Correct a display issue where a qualifying dependent was marked as under 24 when they were over 24 on Form 3532 (Issue 4656)

KENTUCKY

• Added “E-file: Direct Debit” in e-file for all KY residency statuses (Issue 4461)

MASSACHUSETTS

• Correct a calculation error where interest income was considered when calculating state EIC (Issue 4573)

MONTANA

• Correct a display issue where MFS MT return for SP was listing TP name on forms (Issue 4674)

OKLAHOMA

• Correct an e-file block on Part-Year returns looking for Nonresident state selection for TP and SP (Issue 4637)

PENNSYLVANIA

• Correct a calculation error on Line 4 of the PA Local return (Issue 4650)

WISCONSIN

• Update Page 2, Line 4 of Rent Certificate calculation to 4 decimals (Issue 4570)

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

The site will be placed in maintenance on Tuesday, March 10th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

REPORTS

• Correct an issue where some reports were not exporting full data
• Correct an issue where the ERO Identifier was not exporting for Old IRS Acknowledgements Report (Issue 4597)
• Return Questions Report not exporting answers provided to Excel/CSV (Issue 4601)

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

The site will be placed in maintenance on Monday, March 9th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

GAMBLING WINNINGS (W2-G)

• Remove the limitation of only allowing 30 separate W-2G entries (Issue 4571)

MASSACHUSETTS (Part-Year/Nonresident)

• Correct an issue where the “Massachusetts Taxable Pension Income” field within Additions to Income was not pulling to PDF (Issue 4617)

MICHIGAN

• Correct a saving issue when utilizing Firefox browser within the MI-1040CR-7 menu (Issue 4186)

OHIO

• Preparers name was displaying on the City of Cincinnati return (Issue 4618)

SCHEDULE K-1 (1065)

• Remove Form 8582, Worksheet 3, Column C entry from being pulled forward as a carryforward item (Issue 4611)

WEST VIRGINIA

• Rents, Royalties, and Gambling Winnings being included as earned income when calculating the Low-Income Earned Income Exclusion (Issue 4625)

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

The site will be placed in maintenance on Friday, March 6th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

FORM 2441

• Correct an issue to allow for EIN entry in Part 2 for prior year expenses (Issue 4492)

MASSACHUSETTS

• Correct an issue where taxable IRA’s not earned while a resident MA were being included on Line 2 of Schedule X (Issue 4559)

MICHIGAN

• Part-Year return, Form 4884, Part 2, Line 8 not using value from Schedule NR, Line 10 (Issue 4604)
• Removed e-file block when Form 4884 has more than 10 entries (Issue 4614)

PENNSYLVANIA

• Correct a calculation error related to Exception 2 for REV-1630 (Issue 4495)

VIRGINIA

• PMI not carrying to VA return (Issue 4606)

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

The site will be placed in maintenance on Thursday, March 5th beginning at 5:00am ET to release the below update. 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 resulting in AZ Reject Code 713. After deployment, impacted returns can be resubmitted (Issue 4585)

MASSACHUSETTS

• Adding menu to input principal address within Schedule SC (Issue 4590)

MARYLAND

• Correct an issue causing the calc to break when a MD return is added to a Federal return (Issue 4603)

MISSOURI

• Correct an issue where MO-CR is not available on Part-Year returns (Issue 4594)

WEST VIRGINIA

• Correct an issue where Cap Gains from 1099-DIV are being included as earned income on the Earned Income Exclusion Worksheet (Issue 4582)

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

The site will be placed in maintenance on Wednesday, March 4th beginning at 5:00am ET to release the below update. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

DELAWARE

• Correct a calculation error where Column A, Line 5 of Form 200-01 was not populating when applicable (Issue 4568)

NEW JERSEY

• Correct an issue where the Other Retirement Income Exclusion was calculating for a TP under age 62 (Issue 4575)

OHIO

• IT/SD 2210 Line 1 not including estimated state payments from IT-1040, Line 15 (Issue 4588)

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