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

ARIZONA

• Correct an issue resulting in Reject Code 702 from Arizona specific to Net Capital Gains from 1099-DIV entries (Issue 3407)
  • Once live on 4/1, impacted returns can be resubmitted

HAWAII

• Correct an issue related to Reject Code HIX-013 where a needed statement was not included in the transmission (Issue 3332)
  • Once live on 4/1, impacted returns can be resubmitted

NORTH CAROLINA

• Correct an issue where a PY NC return would not print due to the ending residency date not being provided (Issue 3331)

PENNSYLVANIA

• Correct an issue on the Nonresident PA return where a 1099-R for another state was carrying as PA Compensation (Issue 3327)

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

The site will be placed in maintenance on Friday, March 29th to release the below software updates.

ALABAMA

• Correct an issue where the AL Injured Spouse Form was not pulling correct values for the SP (Issue 3311)

EARNED INCOME TAX CREDIT

• Correct an issue where the checkbox inside the EIC menu indicating a taxpayer is not eligible for EITC is not staying saved when marked (Issue 3202)

FOREIGN TAX CREDIT

• Update the calculation on the Worksheet for Line 18 for qualified dividends (Issue 3280)

FORM 1099-OID

• Remove the page validation requiring an entry in Box 1 in order to save an entry (Issue 2762)

IOWA

• Correct a display issue on Line 58 when a return qualifies for the Low Income Exemption and no values are present on Lines 56 and 57 (Issue 3391)

NEW JERSEY

• Correct a print issue where NJ Form NJ-DOP was not generating for a return when needed (Issue 3315)

PENNSYLVANIA

• Correct a print issue where all provided beneficiaries were not pulling to PA Schedule O (Issue 3324)

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

The site will be placed in maintenance on Wednesday, March 27th to release the below software updates.

ARIZONA

• Correct an issue related to Line 20 where an incorrect value was showing on a specific return (Issue 3270)

E-FILE

• Correct an issue with the State ID/DL menu where the option “Not Provided” was still requiring fields to be completed when State ID/DL is optional (Issue 3284)

ILLINOIS

• Correct an entry issue where the “Apply Refund to Next Year” field was allowing entries greater than the current calculated refund (Issue 3255)

LOUISIANA

• Correct an issue in the Part-Year program where Priority 2 Refundable Credits were not included in the total credit line (Issue 3333)

MINNESOTA

• Correct an issue where Form MN Schedule M1529 was not generating when added to a specific print set (Issue 3102)

PENNSYLVANIA

• Correct an issue inside the PA Local Return where the credits menu could not allocate entries to the SP (Issue 3313)

RETURN TAG

• Correct an issue where a specific return tag at a site was not being included in filtered results (Issue 2934)

WISCONSIN

• Correct an issue where the reported Use Tax was not carrying to the PDF (Issue 3287)

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

We will be putting the returns in maintenance on Friday, March 22nd to release the below software updates.

CONNECTICUT

• Add the ability to adjust out CT Military wages from being taxed when withholdings were withheld in error and return is being filed for a refund (Issue 3223)

RRB-1099-R

• Correct a display issue in the AGI Display when adding the Simplified Method Worksheet, the taxable amount is not reflected until exiting the RRB-1099-R entry menu (Issue 2467)

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

Returns will be placed in maintenance on Thursday, March 21st to release the below software updates.

KANSAS

• Correct an issue where a KS return was allowing itemized deductions on Line 4 when the Federal was using the Standard Deduction (Issue 3275)

PENNSYLVANIA

• Add the ability in a Part-Year PA return to enter moving expenses for the Schedule UE – Part E (Issue 3172)

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

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

ARIZONA

• Correct print issues related to Arizona Form 203 for Injured Spouse (both Spouses were being marked as injured spouse) (Issue 3224)

CONNECTICUT

• Correct a calculation issue for MFS returns where they should be receiving a value on Line 41 for Social Security Benefit Adjustment but were not (Issue 3166)

MINNESOTA

• Add a Company Name entry field for the SP within the Long Term Care Insurance Premium Credit menu (Issue 3249)

MONTANA

• Correct an issue where the MT Standard Deduction was being applied to a return instead of Itemized Deductions (Issue 3142)

NEW YORK

• Correct an issue where moving expenses listed on the Federal return were not carrying to Form IT-225 (Issue 3161)

SIMPLIFIED METHOD WORKSHEET

• Correct a print issue on Line 10 of the Simplified Method Worksheet where it was being left blank in error (Issue 3175)

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

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

GEORGIA

• Added an entry field within Subtractions from Income menu for “Income received from deceased veterans by surviving family” (Issue 3138)

MINNESOTA

• Add a subtraction field on the MN Nonresident program for National Guard income (Issue 3169)

OHIO

• Correct an issue where the OH Lump-Sum Retirement Credit was not calculating for a return (Issue 3141)

PENNSYLVANIA

• Correct an allocation issue where Federally reported Seller Financed Interest was only allocated to the TP (Issue 3150)

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

The site will be placed in maintenance on Friday, March 15th to release the below software updates.

APPLICATION OF EXTENSION

• Correct an issue where the “File My Extension” button was missing when an extension was present in a return (Issue 3162)

MONTANA

• Correct an issue in the Payments menu where “Overpayment applied from 2017 return) entries were not being applied to 2018 MT return (Issue 3151)
  • This entry is to made in the Federal Section > Payments & Estimates > State Estimated Payments

NEW YORK

• Correct an issue where unused union dues as an itemized deduction were not being applied to Line 44 of NY return (Issue 3132)

OREGON

• Correct an issue where the OR Schedule A was not included when generating a PDF from the State PDF View (Issue 2563)

STATE AND LOCAL REFUND WORKSHEET

• Correct an issue where the full state refund was being included as taxable income when only prior year sales tax was provided (Issue 3076)

VIRGINIA

• Add the ability for MFS VA returns to allocate dependent exemptions between TP/SP within VA Basic Information menu (Issue 3113)

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