Category: Release Notes

Release Notes: April 9th – ID, IA, MA, PA & NJ

08 Apr 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, April 9th to release the below update(s). Access to the program may be limited during a deployment.

IDAHO

  • Amended Return validation error for Requested Payment Date (Issue 3282)

IOWA

  • Amended e-file should show amount owed or refund for amended and not the amount from original IA e-file (Issue 3270)

MASSACHUSETTS (PART-YEAR)

  • Part-year Sch R/NR Sch. Y, Line 9c amount does not pull to Sch Y. Line 9c (Issue 3273)

PENNSLYVANIA

  • Amended e-file should show amount owed or refund from PA-40X, Section II, Line I under State return and Summary (Issue 3264)
  • Amended PA validation error for direct debit missing payment amount (Issue 3269)

NEW JERSEY

  • Nonresident NJ return calculating Line 28b when not applicable (Issue 3290)

 

Release Notes: April 4th – MN & NH

03 Apr 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, April 4th to release the below update(s). Access to the program may be limited during a deployment.

CUSTOMER PORTAL

  • Correct display issue that is showing preparer view chats as unread

MINNESOTA

  • MN Reject 0519 specific to M1RCR Credit for Taxes Paid to Wisconsin (Issue 3277)

NEW HAMPSHIRE

  • “Manually Enter” field for taxable distribution is not carrying entry made for Payor and Payor ID Number to PDF (Issue 3255)

Release Notes: March 28th – MD, MI, NE & Sch. D

27 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 28th to release the below update(s). Access to the program may be limited during a deployment.

MARYLAND

  • MD automatically adding 502INJ (Injured Spouse) to MFJ returns causing e-file block (Issue 3207)

MICHIGAN

  • Add page validation to only allow either Subsidized Housing or Service Housing to be selected but not both (Issue 3216)

NEBRASKA

  • Sch. I, Line 20 entry for “Enter non-Nebraska S Corp/LLC received income” not carrying to print (Issue 3205)

SCHEDULE D

  • Sch. D/Form 8949 Transaction “click to upload” does not save the attachment (Issue 3189)

Release Notes: March 26th – OR & WI

25 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, March 26th to release the below update(s). Access to the program may be limited during a deployment.

OREGON

  • Form MET-40 not checking MFJ, Spouse name and SSN not showing on print (Issue 3181)
  • Form MC-40 not checking MFJ, Spouse name and SSN, address not showing on print (Issue 3181)

WISCONSIN

  • Erroneous e-file block for Sch. M missing description for Other Income when it has been entered and shows on print (Issue 3177)

Release Notes: March 24th – OH (Rescheduled)

21 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, March 24th to release the below update(s). Access to the program may be limited during a deployment.

OHIO

  • Ohio ack on Client Status shows “Not Received” when it has been accepted (Issue 3138)

Release Notes: March 21st – CA, HI, MD, MI, MN & OR

20 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 21st to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA

  • Calculating EIC for 1040-NR filing status of Single in error (Issue 3142)

HAWAII

  • Schedule AMD not printing when marked as amended (Issue 3133)

MARYLAND

  • Part-year return not calculating Senior Tax Credit (Issue 3148)

MICHIGAN

  • Specific scenario not including Worksheet 3.3 in calc (Issue 2868)

MINNESOTA

  • Renters Credit – no way to select “a resident of a nursing home or adult foster care” (Issue 3135)

OREGON

  • Amended Worksheet when balance due shows as refund on the amended e-file flow (Issue 3159)

Release Notes: March 19th – CA, F8958 & MN

18 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, March 19th to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA (Rescheduled)

  • Calculating EIC for 1040-NR return with single filing status (Issue 3142)

F8958

  • Form 8958 not saving when spouse column is all zeroes (Issue 3064)

MINNESOTA (Rescheduled)

  • Current no way in the Renters Credit menu to select “a resident of a nursing home or adult foster care” (Issue 3135)

Release Notes: March 14th – MA, OR & PA

13 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 14th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

  • Form 1, Line 34 calculates incorrectly when “Report Safe Harbor” option set to Yes (Issue 3114)

OREGON

  • Within OR Amended Return, add in “Amended Worksheet” entries (Issue 3040)

PENNSYLVANIA

  • Other Addition Adjustments to PA Taxable Interest Income entry does not generate PA Sch. A (Issue 3071)