The following items were delivered to production Thursday, July 25th.

PUERTO RICO

• Corrected an issue where MFS returns and bona fide residents of PR were being required to use F1040 instead of being able to choose either F1040, F1040-PR, or F1040-SS (Issue 2930)

REPORTS

• Added the telephone number to the Return Tags report to assist in contacting the taxpayers (Enhancement)

TRANSMISSION MENU

• Split the first name and last name column. This will allow you to sort the page by taxpayer last name (Enhancement)

PRINT SET

• Corrected capitalization for TN Form INC 250 (Issue 3605)

CLIENT LIST

• Changed the default drop-down on Client List to display 100 returns instead of 10 returns (Enhancement)

MASSACHUSETTS

• Corrected a print issue on Schedule X, Line 2 where the number was printing outside the worksheet value field (Issue 3751)
• Added option to allocate gambling winnings not reported on W-2G inside MA Other Gambling menu. Entries carry to Line 3 of Schedule X (Issue 3749)

MY ACCOUNT/ACCOUNT HUB

• No longer receiving error when logging into My Account/Account Hub (Issue 3671)

WEST VIRGINIA

• Corrected an issue where values on Line 3 of IT-140 were being added instead of subtracted (Issue 3753)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Thursday, July 18th to release the below software updates.

MASSACHUSETTS

• Correct an issue where the Schedule HC family size is incorrect when Married Filing Separate and spouse living with TP at any point during year (Issue 3728)
• Correct an issue on Schedule R/NR, Line 24 when a value is being produced in error (Issue 3758)

PRINT DISPLAY

• Correct an issue where the Spouse suffix listed in Basic Information is not carried to the PDF for any form/schedule (Issue 3588)

PRIOR YEAR COMPARISON on SUMMARY/PRINT

• Update the landing page designation when selecting “Back”. Previously redirects users back to their last saved checkpoint inside a return. It will nor redirect users to the Summary/Print page (Issue 2138)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Tuesday, July 16th to release backend updates to the software.

The site will be placed in maintenance on Tuesday, July 9th to release the below software updates.

KANSAS

• Correct a display issue on the K-40H PDF where the DOB for a taxpayer under age 55 was not showing (Issue 3682)

MASSACHUSETTS

• Update a 1040 Line text reference inside the Schedule HC – Basic Questions page (Issue 3731)

REPORTS

• Adding a YES/NO indicator column to the Username Report to identify if a preparer can view only returns prepared by them or not (Enhancement)
  • This will allow site administrators to quickly determine if preparers were set up correct in this sense without having to edit each individual preparer to check

*Click here to download a PDF of our Cumulative Release Notes.

6/25/2019 – 11:24am ET – The issue has been resolved and access to the site and practice environments have been restored. We apologize for the inconvenience this has caused for your sites.

6/25/2019 – 11:00am ET – No additional updates at this time. Backend investigations still ongoing.

6/25/2019 – 10:36am ET – No additional updates at this time. Backend investigations still ongoing.

6/25/2019 – 10:15am ET – No additional updates at this time. Backend investigations still ongoing while servers are recycling.

6/25/2019 – 9:48am ET – No additional updates at this time. Backend investigations still ongoing while servers are recycling.

6/25/2019 – 9:29am ET – We are still recycling servers at this time.

6/25/2019 – 9:08am ET – Servers are being recycled at this time. 

6/25/2019 – 8:51am ET – The issue is actively being worked at this time.

6/25/2019 – 8:33am ET – Investigations are still ongoing. No additional updates at this time.

6/25/2019 – 8:16am ET – We are still investigating the issue from this mornings deploy.

6/25/2019 – 8:00am ET – There was an issue during this mornings deploy. You may receive runtime errors when attempting to access your site. We are actively investigating.

The site will be placed in maintenance on Tuesday, June 25th to release the below software updates.

CARRYFORWARD

• Correct an issue where SP designated items are being included as a carryforward item when the SP was listed as deceased in the previous year and TP is filing as Single in the current year (Issue 3370)

MASSACHUSETTS

• Correct an issue inside the PY/Nonres MA program (Schedule R/NR) where the value entered as Income Subject to Tax > Wages is not carrying to the PDF – Line 5, Column A (Issue 3686)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Thursday, June 20th to release the below software updates.

E-FILE

• Correct an erroneous e-file message being prompted when a W-2 is marked as a Substitute W-2 (Issue 3689)

MANAGEMENT REPORTS

• Correct an issue in the Site Production Summary Report where the total Federal refund column was doubling Federal refunds due to inserting an additional row when a return was MFJ (Issue 3592)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Tuesday, June 18th to release the below software updates.

ARIZONA

• AZ returns rejected with Reject Code 708 for incorrect AGI calculation can be resubmitted at this time (Issue 3677)

CONNECTICUT

• Correct a display issue on the Part-Year CT return for Schedule CT-1040AW, Line 5, Column B. Values were not displaying but were included in overall calc (Issue 3556)

DEPENDENT/QUALIFYING PERSON

• Correct the issue where a 404 error was displayed when saving from within the Dependent/Qualifying Person page (Issue 3679)

PRINT SETS

• Adding the ability for group level logins to set default print sets down to the site level (Enhancement)

*Click here to download a PDF of our Cumulative Release Notes.

The site will be placed in maintenance on Thursday, June 13th to release the below software updates.

FORM 1099-R

• Checkbox has been added, that if marked, the taxable amount will not carry to Form 8880, Line 4 as a current year distribution. This would be used for retirement distributions that should not be included when determining the Retirement Contributions Credit (Enhancement)
  • A couple examples of current year retirement distributions to exclude from the Retirement Savings Contribution Credit would be Military Retirement Distributions, Distributions with Code 4 in Box 7 (death benefit), or a loan taken out of your qualified employer plan as a distributions. Additional retirement distribution types to exclude are found on Form 8880, Line 4 instructions – Click Here.

LOUISIANA

• Correct an issue within the Retirement Benefits subtraction menu where Spouse retirement dates were not being saved correctly (Issue 3214)

SCHEDULE D – CAPITAL GAIN and LOSS

• Correct an issue where originally saving a capital gain/loss item as a worthless sale would not be updated to reflect an actual sales date if edited (Issue 3644)

ZIP CODE DATABASE

• Adding zip codes 25403, 25404, and 25405 for Martinsburg, WV (Issue 3660)

*Click here to download a PDF of our Cumulative Release Notes.