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The site will be placed in maintenance on Tuesday, September 3rd to release a series of updates on the back-end.

The site will be placed in maintenance on Tuesday, August 27th to release the below software update, but mainly back-end updates will be pushed out during this deployment.

HEALTH INSURANCE

• Corrected a redirect issue with the Affordability Worksheet. After rendering results of either qualifying or not, if a user clicked “Back”, it would re-calculate instead of redirecting the user back to the Affordability Worksheet screen (Issue 2225)

SCHEDULE C

• Correct an issue where attempting to access an already created Schedule C is triggering an “Unexpected Request” message for some users (Issue 3791)

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

The site will be placed in maintenance on Thursday, August 22nd to release the below software updates.

MARRIED FILING SEPARATE – INCORRECT DEPENDENT E-FILE BLOCK

• Correct an issue where a MFS return listed a dependent, but received an e-file block in error when the Spouse was listed as being claimed as a dependent on another return (Issue 3672)

M1PR REJECT CODE 995

• Correct an issue with the calculated M1PR refund causing M1PR Reject Code 995. Impacted returns can be resubmitted on 8/22 (Issue 3794)

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

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

SCHEDULE C GRID

• Added a column for Expenses/Net Income to the grid view for a quick view of overall profit/loss (Enhancement)

MARYLAND – 2017

• Correct an issue where a 2017 MD amended return is displaying a non-applicable itemized deduction amount (Issue 3764)

RHODE ISLAND – 2017

• Correct an issue on Form RI1310 is not pulling Date of Death and Signature Date from Federal return when selected (Issue 3787)

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

The site will be placed in maintenance on Thursday, August 1st to release the below software updates.

CLIENT LIST PAGE NAVIGATION

• The page navigation found on the top of Client List will be added to the bottom of Client List. This will allow users to easily navigate to other Client List pages from either the top or bottom of the page (Enhancement)

E-FILE: DIRECT DEBIT

• Just like the “Pull Refund” feature when a taxpayer is receiving a refund utilizing Direct Deposit, we are adding a “Pull Balance Due” feature for Direct Debit returns when the taxpayer wishes to pay the balance owed in full (Enhancement)

PENNSYLVANIA

• Correct a display issue where PA W-2S is pulling an incorrect code for 1099-R, Box 7 Codes 7 and 7D. Code I is being pulled instead of Code K (Issue 3769)

REJECTED CLIENTS MENU

• We are adding a column in this page to include the Preparer’s Name to make it easier to manage reject corrections by easily identifying which preparer(s) belonged to which return without having to run various reports (Enhancement)

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

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.