The site will be placed in maintenance on Tuesday, January 22nd to release some updates for the software.

ARIZONA

• Removing a duplicated entry field within the Credit for Contributions Made or Fees Paid to Public Schools menu (Issue 2417)

FEDERAL

• Remove Tuition and Fees Deduction in Adjustments menu so it no longer calculates in 2018 program (Issue 2389)
• Remove the checkbox for claiming spouse’s exemption when filing MFS
• Correct the issue related to QBID where the Schedule C required a value within the “Business Name” field to trigger applicable QBID calculations (Issue 2266)

PENNSYLVANIA

• Correct an issue where calculated Use Tax was not being included in the total amount due (Issue 2394)
• Correct an issue where 1099-R entries with Code 4D and 7D are incorrectly carrying to PA-40, Line 1a (Issue 2346)

TENNESSEE 

• Correct an issue where a MFS return was receiving the MFJ exemption amount (Issue 2400)

VIRGINIA

• Correct an issue within the Use Tax menu where the drop-down for city was not saving the selection when exiting the state return (Issue 2404)

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

The site will be placed in maintenance on Monday, January 21st to release a few updates.

ALABAMA

• Correct the prompting of an erroneous e-file block for Schedule HOF when applicable data provided in state program (Issue 2366)
• Correct the prompting of an erroneous e-file block related to missing information on the Schedule HOF when the Schedule HOF is not needed on the return (Issue 2364)

ARKANSAS

• Correct a calculation issue with AR1000D, Line 12, Columns A and B as it relates to Capital Losses between TP and SP (Issue 2412)

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

The site will be placed in maintenance on Friday, January 18th to release some updates.

VIRGINIA

• Correct an allocation issue presented on the VA Spouse Tax Adjustment Worksheet where Interest Income was incorrectly allocated to the TP when Federal designation was SP (Issue 2356)
• Correct an allocation issue presented when Determining Separate VA AGI between TP/SP for capital gain and loss items based on Federal designation (Issue 2359)

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

1/17/2019 – PHASE II RELEASE: Qualified Business Income Deduction adjustment menus have been added to the Schedule C, E, and F menus as well as within Form 4835. These QBID adjustment menus will be primarily used for Taxpayers whose applicable income is above the QBID limitation threshold and adjustments may be needed. For most Taxpayers the QBID will be automatically calculated by the software based on entries inside the return because their income is below the QBID limitation threshold. For additional information related to the Qualified Business Income Deduction, please click here.

Schedule C QBID menu location

Schedule E QBID menu location

Schedule F QBID menu location

Form 4835 QBID location at bottom of entry screen

The site will be placed in maintenance the morning of Thursday, December 13th to release some program updates. Most of the expected updates are primarily back-end but one item that should be available in the morning is the automatic QBID (Qualified Business Income Deduction) calculation based on entries made in the 2018 software. The QBID will calculate when completing Practice Return 7 under Section 6 of the Practice Lab.

• (RESOLVED) Issue 2266: To trigger the QBID, the Schedule C on a return currently needs to have the Business Name area populated within the “Basic Information About Your Business” menu.

12/12/2018 – PHASE I RELEASE: This will be the Phase I release, which is the automatic calculation of QBID for returns where the qualifying income is below the income threshold before a possible limitation in the allowed deduction could occur. Phase II will include additional items specific to returns where income would exceed the income threshold, causing a potential limitation in the allowed deduction.

The site will be placed in maintenance on Thursday, January 17th to release a series of updates.

ARKANSAS

• Update Federal 1040 line references within the state program for 2018 (Issue 2350)

INDIANA

• Correct a misspelling within the IN-529 menu. “Higher” was shown as “Higer” (Issue 2363)

QBID

• Adding new QBID specific menus within the Schedule C, E, F, and Form 4835. Click here for additional information.

SCHEDULE C

• Adding a warning that will present to the user when exiting the Schedule C menu if no expenses have been entered

SOUTH CAROLINA

• Update Federal 1040 line references within the state program for 2018 (Issue 2348)

ZIP CODE DATABASE

• Add zip code 48638 for Saginaw, MI to our zip code database (Issue 2355)

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

Returns will be placed in maintenance on Wednesday, January 16th to release a series of updates.

ALABAMA

• Correct an issue where attempting to create a Part-Year Alabama return would break the calc on the return (Issue 2383)

ARIZONA

• Correct an issue where erroneous validation errors were presented in E-file specific to PDF attachments needed for Form 140, PTC (Issue 2312)

CALIFORNIA

• Correct the spelling of “your” to “you” within Form 3532 entry menu for Head of Household filers (Issue 2321)
• Remove the question “Did your Name and Address change from your Prior Year tax return?” from CA Additional Personal Information menu because it no longer applies to the state return nor carries to the PDF (Issue 2305)
• Correct the CA State Prompt to complete CA Form 3800 when only F8615 is present on the Federal return (Issue 2339)

COLORADO

• Correct a return-specific issue where attempting to create a CO Resident return was breaking the calc on the return (Issue 2315)

CONNECTICUT

• Correct a print issue where the CT-1040X was not printing more than two lines of explanations provided (Issue 2325)

HAWAII

• Correct a State Prompt to provide the G.E. ID Number to only show when Federal return has a Schedule C, C-EZ, E, or F present (Issue 2340)

ILLINOIS

• Correct a print issue on the IL-1040 Spouse over 65 box not marked when Spouse is over 65 (calculations are correct) (Issue 2334)

MINNESOTA

• Correct the State Prompt to complete the Schedule LTI to only show when Long-Term Care Insurance Premiums are present on the Federal return (Issue 2342)

MISSOURI

• Correct the State Prompt to complete the Long-Term Care Insurance Deduction Worksheet to only show when Long-Term Care Insurance Premiums are present on the Federal return (Issue 2343)

NEBRASKA

• Correct a print issue on NE Schedule I where the “RRB Adjustment” label not carrying to the print (Issue 2337)

NEW YORK

• Correct an issue within the NY “Additions to Itemized Deductions” and “Subtraction to Itemized Deduction” menus were not saving entries when exiting the state program (Issue 2354)
• Correct various State Prompt issues where prompts were displaying at all times instead of only when applicable (Issue 2301)

PENNSYLVANIA

• Update instructions found within the PA-1000, Schedule F menu to the current year (Issue 2336)

WISONCSIN

• Correct an issue where Retirement Exclusion Code 26 entries were not automatically carrying to Schedule H, Line 9d (Issue 2333)

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

The site will be placed in maintenance on Tuesday, January 15th to primarily release back-end updates. The below two items were also deployed live.

CHILD TAX & OTHER DEPENDENT CREDIT

• Corrected the issue where marking a qualifying person(s) as living in Mexico/Canada does not calculate CTC/Other Dependent Credit when all other qualifications are met (Issue 2335)

PRINT SETS

• Added “Federal Cover Page” as a print set selection. This allows users to set it to zero (0) so the taxpayer copy does not generate the cover page if not wanted (Issue 2125)

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

The site will be placed in maintenance on Monday, January 14th to deploy back-end updates.