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)

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)

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)

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)

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)

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)

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)

A deployment is scheduled for the morning of Wednesday, February 19th to release the below update(s). Access to the program may be limited during a deployment.

CLIENT STATUS

• Add amended State Return transmission information to Client Status (Update)

FORM 1099-R

• Add QCD to 1099-R calculate taxable amount menu (Enhancement)

MICHIGAN (Rescheduled)

• CF-1040 Nonresident for Grand Rapids Line 16 not calculating exemption when Box 1c is marked (Issue 2901)

OHIO

• Reject Code: OH-IT1040-137 – impacted returns can be resubmitted (Issue 2946)

PREPARER SETUP

• Preparer Setup menu – show definitions popup does not work (Issue 2937)

SCHEDULE A

• State and Local General Sales Tax Deduction Worksheet, Line 5a not marking Lines 3 and 4 as “Yes” when applicable (Issue 2912)

TRANSMISSION MENU

• Sporadically sending returns from transmission table more than once (Issue 2926)