Category: Release Notes

Release Notes: Thursday, April 2nd at 5:00am ET

01 Apr 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, April 2nd 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.

MINNESOTA

  • Correct a calculation error where the Standard Deduction was being applied to a Nonresident Alien MN return (Issue 4766)
  • Correct a calculation error where M1PR Worksheet 1, Line 1 as not being calculated by 17% (Issue 4770)

SCHEDULE OI (1040-NR)

  • Correct a display issue where “19(1)” treaty for Indonesia was displaying as “21(1)” on the PDF (Issue 4750)

VERMONT

  • Correct a display issue where information was not populating on the 8879-VT (Issue 4765)

VIRGINIA

  • Correct an issue where an entry inside the VA program was not carrying to 760PY-ADJ, Line 4 (Issue 4747)

 


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

Release Notes: Tuesday, March 31st at 5:00am ET

30 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 31st 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 1116

  • Correct a calculation issue specific to Line 18 of Form 1116 (Issue 4741)

FORM 8615 (KIDDIE TAX)

  • Update Kiddie Tax input menu to include Parent’s Filing Status drop-down (Issue 4587)

MASSACHUSETTS

  • Correct a display issue where two of the same input fields were within the MA menu (Issue 4748)

POWER OF ATTORNEY (FORM 2848)

  • Correct an issue where the representative address was not carrying to PDF (Issue 4740)

SITE PRODUCTION SUMMARY REPORT

  • Correct an issue where the ITINCOUNT was not populating (Issue 4757)

 


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

Release Notes: Thursday, March 26th at 5:00am ET

25 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, March 26th 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.

EDUCATION CREDIT (AOTC)

  • Refundable question for AOTC not asked when Taxpayer IS age 18 at end of year (Issue 4458)

MICHIGAN

  • Correct a Standard Allowance calculation issue when the return is MFJ with additional single household members sharing a residence (Issue 4714)

OKLAHOMA

  • Correct an issue resulting in Reject Code 511NR-033 (Issue 4743)

PENNSYLVANIA

  • Correct a display error where the Spouse SSN not pulling to PA-40 when MFS (Issue 4752)

WEB REPORT

  • Correct a server error issue with the Site Production Detail Report – Electronic (Issue 4753)

 


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

Release Notes: Tuesday, March 24th at 5:00am ET

23 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Tuesday, March 24th 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.

COLORADO

  • CO return validating for residency dates when TP listed as Full-Year Nonresident (Issue 4712)

CONFIGURATION

  • Correct the error page rendered when trying to add/edit a preparer (Issue 4721)

IDAHO

  • Add input field for American Red Cross of ID (Issue 4725)

ILLINOIS

  • Correct a display issue where TP name was not displaying on IL-1040-X (Issue 4726)

INDIANA

  • State EIC not using Worksheet B when applicable (Issue 4724)

MASSACHUSETTS

  • “Did you have another government program…?” missing from Single return in Schedule HC (Issue 4736)

 


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

Release Notes: Thursday, March 19th at 5:00am ET

18 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Thursday, March 19th 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.

PAPER RETURN STATUS

  • Provide an update to allow for “Paper Returns” to be set from “Complete” back to “In Progress” (Issue 4404)

PENNSYLVANIA

  • Correct an issue where Line 3b could not be marked on the PDF of Schedule SP (Issue 4709)

START NEW RETURN (2016/2017)

  • Correct an issue where sites were sporadically unable to begin a 2016 or 2017 return (Issue 4696)

VIRGINIA

  • Correct a display issue where the Standard Deduction was not displaying on 760PY, Line 12 when filing status is 1 or 4 (Issue 4722)

WEST VIRGINIA

  • Correct an issue where nontaxable interest to WV was not included in Line 48a of Schedule M (Issue 4720)

 


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

Release Notes: Wednesday, March 18th at 5:00am ET

17 Mar 20
Craig Smith
No Comments

The site will be placed in maintenance on Wednesday, March 18th 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

  • Update Form 3582X to 2019 from 2018 (Issue 4715)

COLORADO

  • Add an input field for a deceased SSN or ITIN for Form 0104AD (Issue 4706)

DELAWARE

  • Correct an issue where a credit was not displaying on Line 43a when MFS (Issue 4704)

 


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

Release Notes: Tuesday, March 17th at 5:00am ET

16 Mar 20
Craig Smith
No Comments

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.

Release Notes: Friday, March 13th at 5:00am ET

12 Mar 20
Craig Smith
No Comments

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.