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.

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

COLORADO

• Correct an issue where Form DR-0102 was not populating when TP listed as deceased (Issue 2825)
• Correct an issue where the listed CO Third-Party Designee was not carrying to PDF (Issue 2824)

MICHIGAN

• Correct an issue where applicable dependents claimed on the Federal were not carrying to MI 1040-CR7 automatically (Issue 2899)

MINNESOTA

• Corrected an issue where the full Standard Deduction was given for a TP marked as a dependent on another return (Issue 2800)

VERMONT

• Correct an issue where a Part-Year VT return was not carrying Pension income to IN-113, Line 4 (Issue 2814)

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

The site will be placed in maintenance on Tuesday, February 26th to release the below software updates.

FORM 1099-R

• Removed a page validation that did not previously allow state withholding amounts to be greater than state distributions (Issue 2797)

FORM 8862 E-FILE BLOCK

• Correct an underlying issue causing an erroneous e-file block when F8862 added to return (Issue 2679)

MICHIGAN

• Correct a display issue for Schedule W, Line 6 (Issue 2837)

MISSISSIPPI

• Correct an issue where “Non-Taxable Dividend Distribution” entries were not carrying to MS Schedule B, Line 5 (Issue 2815)

PERSONAL INFORMATION MENU

• Adding the ability on a MFS return to indicate if the Spouse is being reported as a dependent on another tax return (Issue 2619)

SUMMARY VIEW

• Adding Line 27 reference (Deductible portion of SE Tax) under the Schedule 1 “Show Details” display (Issue 2666)

TRANSMISSION MENU

• Correct a sorting issue when specifically sorting by numerical values. The list was sorting by the first numbers rather than the whole numbers (i.e. Federal refund amounts) (Issue 2719)

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