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

CHILD TAX CREDIT (APPLIED for ITIN)

• Correct an issue where CTC was being calculated with listed qualifying person(s) were marked as having “Applied for ITIN”. They would still qualify for ODC assuming all other qualifications are met (Issue 2655)
  • Note: A separate issue will be opened to correct the 1040 View so the ODC checkbox is marked instead of CTC checkbox

FORM 3903

• Update the calculated mileage rate to 18 cents (Issue 2517)

VIRGINIA REJECT CODES 760ADJ-020, 763ADJ-073, and 760PYADJ-140

• Impacted VA returns with the above mentioned reject codes can resubmit those returns at this time.

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

The site will be placed in maintenance on Tuesday, February 12th to release the below software updates.

CLIENT STATUS

• Correct a time-out issue when attempting to generate a PDF of an electronically filed submission from Client Status (Issue 2632)

COLORADO

• Correct an issue where the LTC credit was being allowed when the applicable income was above the allowed threshold (Issue 2599)

NEW YORK

• Correct an issue where “YES” selection for creating the NY Form Y was not staying saved for Yonkers Nonresident Earnings Tax (Issue 2636)

OREGON

• Correct an issue where allocated OR pensions inside the Part-Year program were not carrying to the PDF (Issue 2643)

REJECTED CLIENTS MENU

• Correct an issue where state reject listings are not also showing the reason why they were rejected (Issue 2621)

TRANSMISSION MENU

• Correct an issue where the phone number was not listed inside the Transmission Menu for applicable returns (Issue 2594)

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

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

CALIFORNIA

• Correct a print issue for CA HoH (Form 3532) where the “NO” selections for Lines 3a and 3b were not being marked on the PDF (Issue 2579)

IOWA

• Correct an issue with Federally reported Tax-Exempt INT and how it carries to IA Schedule B (Issue 2546)

KENTUCKY

• Add an allocation field for Capital Gains when KY is Married Filing Combined return (Issue 2569)

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

The site will be placed in maintenance on Friday, February 8th to release back-end software updates.

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

The site will be placed in maintenance on Thursday, February 7th to release the below software updates.

CALIFORNIA

• Correct an issue where an Additional Subtraction entry for the Schedule CA was not carrying to Part II, Line 12, Column B (Issue 2550)
• Correct an issue where the full amount of Federally reported Cash Gifts to Charity was not pulling to Schedule CA, Line 11. The dollar value of Charitable Miles was not carrying (Issue 2551)

MISSOURI

• Removing an e-file block specific to the MO-PTC when rent paid is more than household income. This is due to some taxpayers using savings accounts to assist in paying rent (Issue 2558)

NEW JERSEY

• Correct an issue where an E-file Block for NJ Form 2450 was being prompted in error (Issue 2595)

WISCONSIN

• Correct an issue where an automatic subtraction calculation was being removed from the return when four (4) additional entries were made inside the Other Subtractions menu (Issue 2529)
• Adding a Retirement Income Exclusion Worksheet menu to the Subtractions from Income menu. This will help users properly deduct qualifying pension income that is not subject to WI tax (Issue 2538)
  • For additional information, please click here.

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

The site will be placed in maintenance on Wednesday, February 6th to release the below software updates.

ESTIMATED PAYMENT VOUCHERS FOR NEXT YEAR

• Update the 2nd and 3rd quarter dates to match current dates within the Estimated Payments Menu (Issue 2479)

FORM 1040-V

• Update the 1040-V PDF to include the mailing addresses which are now on Page 2 of the voucher (Issue 2544)

NEW JERSEY

• Correct an issue where an incorrect amount was pulling to Worksheet F, Line 5 (Issue 2432)

PRINT SETS

• Correct an issue where the selected amount of copies was not generating in a custom print set. For example, creating a print set with 3 copies of Form 1040 but only 1 was being generated (Issue 2575)

QBI UPDATE (Based on Final IRS Regulations Issued 1/19/2019)

• Update QBI calculation to comply with final regulations issued by the IRS on January 19th, 2019 (Issue 2465)
  • To arrive at “Total Qualified Business Income (line 2 of QBID Worksheet), the QBI shown on line 1 is reduced by:
    • Self-Employed Health Insurance Deduction
    • Deductible portion of Self-Employment Tax
    • Self-Employment Retirement Plan Contributions

REPORTS

• Correct an issue where the States Non-Accepted Returns Report was not yielding results (Issue 2559)

STATE AND LOCAL REFUND

• Correct a calculation issue when it was indicated a TP was Over 65 and/or Blind (Issue 2515)

TUITION AND FEES DEDUCTION

• Removing the Tuition and Fees Deduction selection when accessing the Education Credits menu from Credits. This was already removed as an option from the Adjustments menu (Issue 2525)

WISCONSIN

• Correct an issue where certain subtractions claimed on the WI return should not result in a negative income value (Issue 2526)

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

The site will be placed in maintenance on Tuesday, February 5th at 5:00am ET to release back-end updates to the software.

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

AMENDED RETURN

• Updating line references for the new 1040 and IRS Schedules (Issue 2427)
• Adding the amended return field for QBID within the Original Federal Return Information page (Issue 2380)

HAWAII

• Adding HI N-356 as an option on the print set list (Issue 2510)

MAINE

• Correcting an issue where W-2, Box 14 entries for “ME MSRS” are not carrying to Schedule 1 (Issue 2466)

TRANSMISSION MENU

• Correct the issue where “Complete” returns are not available to be transmitted from the Transmission Menu (Issue 2533)

VERMONT

• Removed Schedule IN-155 as it was discontinued from 2018 (Issue 2556)

VIRGINIA

• Correct an issue where the VA State PDF View was not including some applicable VA forms specific to a return (Issue 2360)

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