The site will be placed in maintenance on Friday, February 7th 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.

1099-MISC

• Update 1099-MISC grid text when income reported in Box 3 (Issue 4197)

DELAWARE

• Correct a print issue where Spouse name was not being displayed on DE Schedule A for MFJ and MFCS returns (Issue 4296)

FORM 1116

• Correct a calculation error on Line 18 (Issue 4282)

GEORGIA

• Correct a calculation error where Federal Capital Gains not being included in Retirement Exclusion calculation (Issue 4322)

ILLINOIS

• Correct an issue where SP W-2 was pulling to IL MFS return prepared for TP (Issue 4303)

MAINE

• Correct an issue where a Federal dependent qualifying for Other Dependent Credit not included on 1040-ME, Line 13a (Issue 4288)

VIRGINIA

• Correct an issue where Form 760-ES is not generating in PDF (Issue 4304)

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

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

CLIENT LIST (2018)

• Correct an issue in 2018 where the Client List was not filtering by the status filter (Issue 3777)

QUESTION TEMPLATE

• Correct an alignment issue when adding questions where the “Is Required” text and checkbox do not line up

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

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

CALIFORNIA

• Correct an issue where College Access Credit was not calculating for a return (Issue 4269)

CONNECTICUT

• Correct a print issue where the Amended Return explanation was masked by XXX’s (Issue 4293)

FSA SOFTWARE

• Correct an issue where 1040-NR returns could not access Schedule OI (Issue 4258)

KENTUCKY

• Correct a display issue where the TP first name was not visible on Form 740 PDF (Issue 4309)

SUBMISSION PAGE

• Correct an issue where some returns are in a state of “Review Decision Pending” and cannot be e-filed (Issue 4185)

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

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

CALIFORNIA

• Correct an issue causing CA Reject Code: F540-750 (Issue 4252)
  • Impacted return(s) can be resubmitted at this time.

INJURED SPOUSE FORM

• Correct an issue where Student Loan Interest was not allocating to injured spouse (Issue 4250)

MASSACHUSETTS

• Correct an issue where Schedule SC is pulling 1% instead of the 100% entered in program (Issue 4251)

REFUND SUMMARY

• Display “Refund Summary” on the Summary/Print page (Issue 3926)
• Add the ability for users to collapse the Refund Summary at the return level (Enhancement)

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

The site will be placed in maintenance on Monday, February 3rd 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 a display issue on AZ-8879 where the current date was listed for direct debit instead of future date listed in E-file (Issue 4173)

CONNECTICUT

• Correct a calculation error on Schedule CT-1040AW, Column C when negative values are applicable to lines 5-7, 11, 14, and 16 (Issue 4212)

DELAWARE

• Adding DE Schedule A to generate in PDF. New to 2019 form (2019 Update)

ILLINOIS

• Adjust on the PDF where “Deceased” displays when applicable (Issue 4245)

INTEREST/DIVIDEND/OID PAGES

• Removing non-required payer input fields (2019 Update)

KENTUCKY

• Correct an issue causing Reject Code F740-0041 (Issue 4246)

MARYLAND

• Correct a Two-Income Subtraction allocation issue when capitol loss carryover is over $3,000 (Issue 4204)

MASSACHUSETTS

• Update text within the “Income Subject to Tax” menu (Issue 4206)
• Correct an issue where Box 1 wages instead of Box 16 wages (from W-2) is pulling to Form 1, Line 3 (Issue 4205)

NEW YORK

• Correct a display issues on Line 83 where the Current Date for Direct Debit was showing instead of future date listed in E-file (Issue 4248)

NORTH CAROLINA

• Correct an issue where the “County” selection in Basic Information was not saving (Issue 4230)

OHIO

• Correct an item within OH returns that is breaking the real-time calc (Issue 4218)

PENNSYLVANIA

• Correct an item within PA returns that is breaking the real-time calc (Issue 4170)
• Correct a PDF Display issue where the site name is not carrying to PA-8879, Section 2 (Issue 4207)

REJECT CODE

• Reject Code S3-F1040-136 related to F5695 being included with return. Once live on Monday, impacted returns can be resubmitted (Issue 4226)

RESIDENTIAL ENERGY CREDIT

• Add back Nonbusiness Energy Property due to Federal Extenders (2019 Update)

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

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

MISSISSIPPI

• Correct an issue where Capital Gains allocated to SP not carrying to Line 39, Column B (Issue 4154)

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

The site will be placed in maintenance on Thursday, January 30th beginning at 5:00am ET to release the below updates. Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MEDICAID WAIVER PAYMENTS

• Update Medicaid Waiver Payment behavior within W-2/1099-MISC pages based on 2019 tax law changes (2019 Update)

SECURITY TEMPLATES

• Correct issues outlined in this blog post available here.

WISCONSIN

• Correct a calculation limitation applicable to Subtraction Code 03 on Form 1, Line 11 (Issue 4105)
• Correct a calculation error where only one Subtraction Code 03 is being calculated when both TP’s are students (Issue 4195)

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

The site will be placed in maintenance on Wednesday, January 29th beginning at 5:00am ET to release the below updates. 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 causing Reject Code 605. Impacted returns can be resubmitted after deployment (Issue 4176)

CALIFORNIA

• Correct a display issue with a checkbox on Form 3885A, Part I, Line 1 (Issue 4191)

HAWAII

• Add N-356 to State PDF View (Issue 4203)

ILLINOIS

• Correct an issue causing the IL E-file Block when requiring Preparer EIN (Issue 4196)

NEW JERSEY

• Correct an issue where Worksheet L was marking dependents as Under 18 regardless of age (Issue 4181)

OREGON

• Correct a calculation error where the Kicker Credit is not calculating in some instances (Issue 4192)

PENNSYLVANIA

• Correct an issue where PA Estate Interest Income is being included on both Line 2 of Schedule A and Schedule J estate income (Issue 4174)
• Correct an issue where the “Refund” menu in the Local Return was redirecting to “Income” page (Issue 4159)
• Correct an issue where taxable HSA amount is not generating the PA Schedule A (Issue 4194)

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