Category: Release Notes

Release Notes: March 21st – CA, HI, MD, MI, MN & OR

20 Mar 25
Craig Smith
No Comments

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

CALIFORNIA

  • Calculating EIC for 1040-NR filing status of Single in error (Issue 3142)

HAWAII

  • Schedule AMD not printing when marked as amended (Issue 3133)

MARYLAND

  • Part-year return not calculating Senior Tax Credit (Issue 3148)

MICHIGAN

  • Specific scenario not including Worksheet 3.3 in calc (Issue 2868)

MINNESOTA

  • Renters Credit – no way to select “a resident of a nursing home or adult foster care” (Issue 3135)

OREGON

  • Amended Worksheet when balance due shows as refund on the amended e-file flow (Issue 3159)

Release Notes: March 19th – CA, F8958 & MN

18 Mar 25
Craig Smith
No Comments

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

CALIFORNIA (Rescheduled)

  • Calculating EIC for 1040-NR return with single filing status (Issue 3142)

F8958

  • Form 8958 not saving when spouse column is all zeroes (Issue 3064)

MINNESOTA (Rescheduled)

  • Current no way in the Renters Credit menu to select “a resident of a nursing home or adult foster care” (Issue 3135)

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)