Category: Release Notes

Release Notes: March 14th – MA, OR & PA

13 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 14th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

  • Form 1, Line 34 calculates incorrectly when “Report Safe Harbor” option set to Yes (Issue 3114)

OREGON

  • Within OR Amended Return, add in “Amended Worksheet” entries (Issue 3040)

PENNSYLVANIA

  • Other Addition Adjustments to PA Taxable Interest Income entry does not generate PA Sch. A (Issue 3071)

Release Notes: March 12th – MA & OR

11 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, March 12th to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

  • Add Prompt when Gifts to Charity are Present on Federal Schedule A in case household goods or used clothes values should be added back (Enhancement)

OREGON (Rescheduled)

  • Within OR Amended Return, add in “Amended Worksheet” entries (Issue 3040)

Release Notes: March 10th – CO & State Amended

09 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, March 10th to release the below update(s). Access to the program may be limited during a deployment.

COLORADO

  • Dependent with ITIN not calculating Family Affordability Tax Credit (Issue 3023)

STATE AMENDED RETURNS (Rescheduled)

  • Amended State pulling the refund as balance due on the amended e-file flow (Issue 3003)

Release Notes: March 7th – F1099-R, MI & MN

06 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, March 7th to release the below update(s). Access to the program may be limited during a deployment.

FORM 1099-R

  • State Information duplicating on the 1099-R when editing after initial save (Issue 3052)

MICHIGAN

  • MI Nonresident Worksheet 2, Line 8 shows taxable Social Security when Sch. 1, Line 14 is zero (when manually negative entry made to subtract it out) (Issue 3065)

MINNESOTA

  • MN M1NR, Line 23 should be left blank but is calculating taxable Social Security (Issue 3059)

 

Release Notes: March 5th – AZ, F8379 & MN

04 Mar 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, March 5th to release the below update(s). Access to the program may be limited during a deployment.

ARIZONA

  • Form 140 PTC Property ID entered with a letter does not pull to the print (Supporting Statement) (Issue 3048)

FORM 8379

  • The “Allocated to Injured Spouse” column not allowing zero to be saved to allocate amount to Other Spouse (Issue 2898)

MINNESOTA

  • Form M1CFWC, Line 16 and its corresponding worksheet calculating incorrectly (Issue 3041)

Release Notes: February 28th – Preparer Setup & State Amended

27 Feb 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, February 28th to release the below update(s). Access to the program may be limited during a deployment.

PREPARER SETUP

  • Preparer Setup > Show Definitions modal missing “Tax Returns” category (Issue 2979)

STATE AMENDED

  • 2023 Amended E-file flow does not display state information on the return summary section (Issue 2962)

Release Notes: February 26th – MI, MS, RI & WV

25 Feb 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, February 26th to release the below update(s). Access to the program may be limited during a deployment.

MICHIGAN

  • MI-1040CR-7, Alternate Heating Credit not pulling Line 14 amount when Household Resources is within Maximum Income limit (Issue 2982)

MISSISSIPPI

  • Update Estimated Payment vouchers to show 2025 on print (2024 Update)

RHODE ISLAND

  • RI-1040ES printing in reverse order from entries so amounts entered do not match the correct date on the print (Issue 2983)

WEST VIRGINIA

  • WV Part-Year missing Senior Citizen Tax Credit entry (Issue 2984)

Release Notes: February 21st – CO, Fed Amend, F8283, KS & State Amend

20 Feb 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, February 21st to release the below update(s). Access to the program may be limited during a deployment.

COLORADO

  • Child Tax Credit (Family Affordability) not calculating when AGI under limit and Nontaxable MWP on Fed (Issue 2855)

FEDERAL AMENDED

  • Amended Federal Return set as direct debit with future debit date sending current date (Issue 2910)

FORM 8283

  • Non-Cash Donated Items “Date acquired by donor” missing asterisk indicating it is required (Issue 2891)

KANSAS

  • Relocate K-40SVR Specific Qualifying Questions To The K-40SVR Menu (Enhancement)

STATE AMENDED

  • 2023/2024 State Amended validations for missing bank info when direct deposit/debit selected (Issue 2894)