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

CUSTOM QUESTIONS

• If question answered in e-file menu by mistake, allow the user to change the answer back to “Select” (Enhancement)

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

MANAGEMENT REPORTS

• Added “Return Questions Report” & “Return Questions With Consent Indicator Report” to Management Reports (Enhancement)

PREPARER SETUP

• Add a column to display the role assigned to the user (Enhancement)

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

FORM 1099-R

• Display Michigan locality codes when selecting MI in the state area (Issue 3357)

FORM 8862

• Claim EIC after Disallowance “number of days child lived…” does not save renders “children[0].dateOfDeath cannot be null” page validation (Issue 3384)

SCHEDULE OI (1040-NR)

• General Information page rendering “City refundAddress.city cannot be null” when attempting to save (Issue 3377)

A deployment is scheduled for the morning of Wednesday, May 7th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

• Substitute 1099-R with no Payer’s ID entered is not calculating amount entered in box 2a so Form 4852 not generating in the print (Issue 3364)

SCHEDULE E – ROYALTIES

• Schedule E requiring address in error when address is not required for royalty income (Issue 3366)

A deployment is scheduled for the morning of Wednesday, April 30th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT LIST

• Make SSN visibly blue when it is available for selection to open the return (Enhancement)

REPORTS

• Old IRS Acks Report intermittently not loading (Issue 3092)

A deployment is scheduled for the morning of Wednesday, April 23rd to release the below update(s). Access to the program may be limited during a deployment.

BASIC INFORMATION

• Daytime (& Secondary)Telephone Number missing the leading parenthesis in the entry fields (Issue 3348)

HEALTH INSURANCE (Rescheduled)

• ACA question “Is your household income below 100%…” should default as unanswered instead of “No” (Issue 3336)

MARYLAND

• Reject Code: R000-00000-040 – Impacted returns can be resubmitted (Issue 3346)

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)

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)