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

CALIFORNIA 

• This issue specific to a CA return being created with a Federal 1040-NR. Correct an issue where Scholarship and Grant income was carrying over as Alimony Received on the CA return (Issue 3120)

CONNECTICIT (PART-YEAR)

• Correct an issue where allocated Dividends and Capital Gains were not carrying to Column B of the CT-1040AW (Issue 3093)

DELAWARE

• Correct an issue on the DE Amended Return where the additional standard deduction was being limited to $1,000 (Issue 3124)

FORM 8962

• Correct an issue where an added household member in the Health Insurance questionnaire was not being included in the family size shown on F8962, Line 1 (Issue 2839)
  • On the “Household Member” page, there is now a “Override Tax Family Size” option to manually enter the family tax size

HAWAII

• Update the HI State Tax Refund Worksheet to update the entry field label for “2017 Credit for Res Construction” and remove the entry field for “2017 Credit for General Tax” (Issue 3118)

MICHIGAN

• Correct an issue where Federal returns with only 1099-R income reported were not properly carrying to the MI Schedule W. The overall calculation was always correct and included MI withholding from 1099-R (Issue 3123)

MINNESOTA

• Correct a MN E-file Block prompted for missing M1-LTI information when needed information was provided inside the state return (Issue 3092)

OLD IRS ACK REPORT

• Correct a display issue where the Taxpayer name for a return where an extension was filed was showing as an encrypted hash (Issue 3117)

OTHER CAPITAL GAINS DATA

• Correct an issue where the BEGIN button was not changing to EDIT after data was entered into the “Other Capital Gains Data” menu (Issue 2848)

OTHER DEPENDENT CREDIT

• Correct an issue where ODC was not calculating when the qualifying dependent relationship to TP was “Other” and months lived with TP was 12 (Issue 3126)

WISCONSIN

• Correct a display issue where Part-Year WI dates of residency were not carrying to the WI return (Issue 3128)

ZIP CODE DATABASE

• Add zip code 19176 for Philadelphia, PA to the zip code database (Issue 3109)

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

The site will be placed in maintenance on Monday, March 11th to release the below software updates.

ISSUE 3062

• Correct the printing issue certain Security Templates are experiencing described here (Issue 3062)

KENTUCKY

• Correct an entry when data entered in the 2nd entry menu for “Retirement Income Schedule P, Part 1” was duplicating into the 3rd entry menu and vice versa (Issue 3070)

MINNESOTA M1X

• Correct a display issue where the originally reported K-12 Education Credit entry was not correctly carrying to M1X, Line 19, Column C (carrying to Column B instead) (Issue 3097)

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

The site will be placed in maintenance on Friday, March 4th to release the below software updates.

CLIENT STATUS

• Correct the issue in Client Status causing the Client Return Audit History section to be blank (Issue 3088)

DELAWARE

• Correct a calculation issue on the DE Amended Return Net Refund line on a specific return (Issue 3030)

FEDERAL REJECT CODE

• Corrected an issue on MFS returns where the Standard Deduction Worksheet was being used in error resulting in Reject Code IND-347-01. Impacted returns can be resubmitted (Issue 3047)

GEORGIA

• Add a menu within the GA Amended Program to enter an explanation of changes (Issue 3064)

ILLINOIS

• Update line references within the Illinois Amended program to not list specific lines (Issue 2906)

MARYLAND

• Correct an issue causing a MD E-file Block specific to the Two-Income Subtraction on Part-Year returns (Issue 3050)

NEW HAMPSHIRE

• Correct a validation error specific to a NH return and the State Payment Date (Issue 3079)

NEW JERSEY

• Correct a print issue on the NJ-1040-X where the Single checkbox was being marked in addition to the MFJ checkbox (Issue 2945)

NEW MEXICO

• Correct an issue where entries made inside the RPD-41083 menu were not staying saved when exiting state program (Issue 3066)

NEW YORK

• Correct a calculation issue where the NY Empire State Credit was being awarded in error (Issue 3094)

PENNSYLVANIA

• Increase the allowed 529 Contribution amount from $14,000 to $15,000 (Issue 3065)

WISCONSIN

• Correct a print issue on the WI Legal Resident Questionnaire where dates entered were not carrying the year correctly (Issue 3080)

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

Returns will be placed in maintenance on Thursday, March 7th to deploy back-end software updates.

The site will be placed in maintenance on Wednesday, March 6th to release a series of software updates.

1040-X

• Correct an issue on Line 5, Column C when a return is amended to remove QBID initially claimed. The removed QBID on Line 4, Column C was subtracting from Line 3, Column C when it should not have been (Issue 2926)

CALIFORNIA

• Correct a print issue where the 2nd recipient info for Alimony Paid was not carrying to the supporting statement PDF (Issue 2971)
• Correct an issue where CA EIC was not calculating for a TP that was age 65 or older when not eligible for Federal EIC (Issue 2948)

CHILD TAX CREDIT

• Correct an issue where CTC was being calculated for a dependent that lived in the home for 6 months or less (Issue 2874)

MESSAGE CENTER

• Added the ability to mark messages as “read” (Issue 2767)

MONTANA

• Add instructional text on the Subtractions from Income menu that when filing a MFJ MT return, TP and SP entries should both be entered in the TP field (Issue 2963)

NEW MEXICO

• Correct a print issue where the checkbox for Box F on NM PIT-B was not marked when SP qualified for MSRRA (Issue 3033)

NEW YORK

• Correct an issue where the Empire State Credit was not calculating when an eligible child had an ITIN (Issue 2969)

PENNSYLVANIA

• Correct an issue where 1099-MISC, Box 3 income (Other Income) was not carrying to PA Gross Compensation line when added within the PA Income Subject to Tax menu for 1099-MISC (Issue 3007)

WEST VIRGINIA

• Correct a print issue where the WV amended return explanation was not carrying to the PDF (Issue 3028)

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

The site will be placed in maintenance on Monday, March 4th to release the below software updates. Also note that regularly scheduled deployments for the remainder of the season will only occur on Monday, Wednesday, and Friday mornings as needed.

CONNECTICUT

• Correct an issue where IRA/Pension amounts were being split between CT-1040AW Lines 8 and 9 instead of combined on Line 8 (Issue 2826)

KANSAS

• Corrected an issue where manually added “Other Members of Household” within the Homestead Credit menu were not carrying to PDF (Issue 2885)

KENTUCKY

• Corrected an issue where Taxable State Dividends listed in the Federal 1099-DIV menu were not carrying to the KY return (Issue 2830)

REPORTS

• Correct an issue with the Acknowledgement Reports (Federal and State Ack Reports) were not exporting in the currently sorted order (Issue 2118)

VIRGINIA

• Deploy the fix related to VA returns being rejected for Reject Codes 760-022 and 760-081. Impacted VA returns can be resubmitted for processing (Issue 2908)

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

The site will be placed in maintenance on Friday, March 1st to release the below software update.

2017 MARYLAND

• Correct an issue on a 2017 amended Maryland return where the Standard Deduction entered in the amended menu was not carrying on the original column (Issue 2810)

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

The site will be placed in maintenance on Thursday, February 28th to release back-end updates to the software.