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.

The site will be placed in maintenance on Friday, January 11th to release the below updates.

CALIFORNIA

• Correct an incorrect spelling of “decedent” in the CA Basic Information menu (Issue 2304)

QUALIFIED BUSINESS INCOME DEDUCTION

• Adding the QBID worksheet as a print set selection – In the print sets menu, search for “QBID Worksheet” (Issue 2326)

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

We will placing returns in maintenance on Thursday, January 10th to release a couple updates listed below.

LONG-TERM CARE INSURANCE PREMIUMS

• Update LTC Premium deduction values to allowed 2018 amounts within the Federal Itemized Deduction menu (Issue 2270)

SCHEDULE K-1, 1041

• Add Section 199A entry field related to Qualified Business Income Deduction (QBID)

STATE & LOCAL SALES TAX WORKSHEET

• Update the State and Local General Sales Tax Worksheet to 2018 (Issue 2261)

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

The site will be placed in maintenance on Wednesday, January 9th to release the below updates.

CAPITAL GAIN/LOSS PDF ATTACHMENT

• Correct an issue that was causing an error to be rendered when attempting to access the PDF Attachment menu in 2018 (Issue 2295)

FORM 2106

• Adjusted text for the “Occupation” field to acknowledge entry of auto expenses will be available on the next screen after clicking “Continue” (Issue 2249)

FORM W-2G

• Adding additional text to the “Gambling Losses” entry field to let users know the losses reported directly within a W-2G are limited to the winnings reported (Issue 2257)

PRIOR YEAR COMPARISON TOOL

• Corrected the “Difference” column where the results were inverted (Issue 2233)

SELLER FINANCED INTEREST

• Correct an issue where attempting to save a Seller Financed Interest entry was causing an error (Issue 2256)

STATE RETURNS

• Turning on the state “Short-View” pages in the 2018 software. This is the page of additional state questions that is prompted after completing the Federal Basic Information when a resident state return is listed (Issue 2302)

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

The site will be placed in maintenance on Tuesday morning in order to turn on the State PDF View feature in the 2018 software. Real-time calcs in the state sub-menus has been turned on as well. There will also be some back-end updates going out as well.

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

The site will be placed in maintenance on Thursday, January 3rd to release some updates.

1040 VIEW

• Correct a display issue where Education Credit amounts were not carrying to Line 17c (Issue 2217)

HEALTH INSURANCE

• Update the 1040 line references on the Household Income screen to correlate with the new 1040 (Issue 2210)

W-2

• Adding new Box 12 Codes GG and HH

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