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.

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

2015 TAX PROGRAM

• Corrected an issue where sites preparing 2015 returns were unable to access the E-file/Submission screens (Issue 2705)

EDUCATION CREDIT E-FILE BLOCK 

• Change the current E-file Block when Form 8863 is present on a return but did not list an EIN (from F1098-T) to a warning instead. This will allow sites to still access the e-file menu to appropriately mark impacted returns as “Paper Returns”. IRS implemented a new MeF business rule that will reject electronically filed returns that do not have an EIN reported with a F8863 present. In situations where a taxpayer may qualify for an Education Credit but was not issued a 1098-T, these returns must be paper filed. (Issue 2451)

KANSAS

• Update text within the Homestead menu (K-40H/PT) inside the blue header to match 2018 income requirements (now $35,000) (Issue 2691)

REPORTING

• Corrected an issue where the “State Return Not Transmitted” report was not populating data (Issue 2613)

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

The site will be placed in maintenance on Thursday, February 14th to release the below software updates.

NEW YORK

• Add the ability to adjust Mortgage Interest Paid on the NY return when the Federally reported amount may have been limited (NY still allows full Mortgage Interest Deduction if limited on Federal) (Issue 2659)

REVIEW RETURNS

• Correct an issue where available print set in the Review Returns menu were being cut off, not allowing a user to select the bottom listed print sets (Issue 2670)

STATE RETURNS

• Changing the “CANCEL” buttons to say “BACK” to match behavior in 2017 state returns (Issue 2297)

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