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.

The site will be placed in maintenance on Monday, February 25th to release the below software updates.

1040 VIEW

• Correct a display issue where the box for Schedule 4, Line 62b was not being marked when applicable (Issue 2231)

AMENDED RETURN

• Correct a display issue where applicable dependent entry counts were not showing the PDF of 1040-X (Issue 2842)

IDAHO

• Corrected an issue where Form 39R, Schedule E entries for Contributions to Youth and Rehabilitation Facilities was not carrying to Line 2 (Issue 2789)

MASSACHUSETTS

• Added the ability in the “Income Subject to Tax” menu to adjust gambling winnings not reported on Federal W-2G so they carry to Schedule X, Line 3 (Issue 2784)
• Corrected an issue on the Schedule CB PDF display where a new address different from the Federal address was not carrying to Schedule CB (Issue 2799)

NORTH DAKOTA

• Correct an issue causing an erroneous e-file block for ND when a reciprocal state is listed (Issue 2778)

SELF-EMPLOYED HEALTH INSURANCE DEDUCTION MENU

• Add clarifying text to better advise users where to claim this deduction when Schedules C and/or F are present (Issue 2677)

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

The site will be placed in maintenance on Friday, February 22nd to release the below software updates.

ARIZONA

• Correct an issue where Box 1c on Form 348 was not marked when applicable on the PDF (Issue 2758)

MICHIGAN

• Adding the ability on MI-Form 1040CR-7 to mark Federally reported dependents as “Not a Dependent” (Issue 2749)

REPORTS

• Correct an issue where the Site Production State Summary Report was not including State Tax Liability amounts (Issue 2706)
  • Click here for additional reporting details
• Correct an issue where the State Detail Summary Report was not updating with the current Federal Status (Issue 2857)
  • Click here for additional reporting details

VIRGINIA

• VA returns rejected with Reject Code 760-022 can be resubmitted at this time (Issue 2750)

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

The site will be placed in maintenance on Thursday, February 21st to release the below software updates.

$18 SOFTWARE FEE

• Correct the display issue where the Submission page is showing a $18 software fee (Issue 2818)

ARIZONA

• Correct the issue where certain sub-menus inside Forms 321, 322, and 352 could not be opened (Issue 2862)

REVIEW RETURN MENU

• Correct the issue where Taxpayer Notes icon was not working (Issue 2798)

TRANSMISSION MENU

• Corrected an issue where not all returns selected (across multiple page views) were not being transmitted even though they were marked to transmit (Issue 2620)

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

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

ARIZONA

• Correct a display issue on Form 322 for the TP SSN’s displayed on pages 2 and 3 (Issue 2795)

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

The site will be placed in maintenance on Tuesday, February 19th to release the below software updates.

CALIFORNIA

• Correct an issue where an entry within the CA Itemized Deduction menu (Additions – Gifts by cash or check field) was not saving entries (Issue 2734)

KANSAS

• Correct a print issue where Schedule S was being generated in the PDF when not applicable (Issue 2743)

MARYLAND

• Correct a display issue where “2018” was showing instead of “2019” for next year’s estimated payment vouchers (Issue 2733)

NEW JERSEY

• Corrected a page validation issue where the NJ Property Tax Deduction/Credit drop-down was not allowing a “NO” entry (Issue 2764)

OHIO RITA LOCALITY

• Add the ability to source Schedule C and Schedule E income to the RITA locality (Issue 2687)

PENNSYLVANIA

• Correct an issue where MFJ Federal returns were electing to file MFS PA returns but the MFS selection was not being saved in the PA program (Issue 2746)

REVIEW RETURNS

• Correct an issue inside the Review Returns menu where the print icon was only providing the “Print Return” option instead of also showing custom print sets (Issue 2774)

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

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

FILING STATUS

• Adding back the MFS question regarding the period during the year the spouses lived together (Issue 2480)

MINNESOTA

• Correct a display issue where M1-LTI, Line 3 was not showing applicable values from Schedule M1SA, Line 4 (Issue 2542)

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