The site will be placed in maintenance on Thursday, August 9th at 5:00am ET to release the below updates along with back-end updates.

CLIENT STATUS

• Adding the ability to generate a PDF of an e-filed tax return. This will allow preparers and quality reviewers to view a PDF of a transmitted return in the event an adjustment was made to a return after submission. There is a print icon to the right next to the Federal and State Transmission. Clicking the printer icon will generate the e-filed PDF in a new window. If a new window does not open, check to make sure your pop-up blocker is disabled.

E-FILE

• Consents will no longer require a PIN and DATE if the consent is marked DENIED

We will be placing the site in maintenance on Tuesday, August 7th at 5:00am ET to release the below enhancement and back-end work.

FEDERAL

• Federal AGI Display: An enhancement being released is the AGI Display available during return preparation. This will allow users to always know the Adjusted Gross Income when inside of a taxpayers return, including state return preparation. This will eliminate the need to always visit the “Summary/Print” page to view the AGI.

Note: If your AGI Display looks like the below image, clear your cache in your Internet browser and refresh the page.

The site will be placed in maintenance on Thursday, August 2nd at 5:00 ET to release a series of updates.

FEDERAL

• With the recent addition of Form 8919 to the application, “8919” will now be a searchable form using the Form Finder inside the Federal Section (Issue #2037)

STATE APPLICATIONS

• The “CANCEL” button will be changed to “BACK” to maintain consistency with the Federal application

MARYLAND

• Correct a print issue where the deceased Taxpayer’s code of 321 was not carrying under Line 51c of the PDF (Issue #2082)
• Correct an issue in the Nonresident program where Line 6b of Form 505NR was pulling an incorrect figure from Line 17 of Form 505 (Issue #2072)

MICHIGAN

• Fix an issue where the “Renters – Homestead Information (2)” menu would not load when clicked (Issue #2095)

MINNESOTA (M1PR)

• Fix an issue where the “Type of Owner/Renter” menu within the M1PR program was loading blank (Issue #2094)
• M1PRX explanations not carrying to the PDF print (Issue #2098)

NEBRASKA

• Correct a print issue on Form 1040X-N where the Social Security Adjustment, when applicable, was not displaying on the PDF (Issue #2081)

NEW YORK

• Fix an issue where the Estimated Payment screen within the NY return was loading blank (Issue #2093)

OREGON

• Correct an issue where the OR Foreign Tax subtraction was not limited/eliminated when the applicable Federal Tax Subtraction was fully claimed (Issue #2071)

VERMONT

• Correct a print issue on the VT Form HI-144 “Other Persons Living” area where first and last names were reversed on the print (Issue #721)

The site will be placed in maintenance on Tuesday, July 24th at 5:00am ET to release primarily back-end items. No front-facing (customer facing) updates are scheduled to deploy.

Form 4835:  Farm Rental Income and Expenses

Navigate to Income and select Begin/Edit on Other Income

Select Begin on the Farm Rental Income and Expenses line

Complete the applicable information on the page and select Continue

Click Continue on the Farm Rental Income Summary Page

Federal Message

Issue ID: 1827 Added a Fair Market Value message indicating if you contribute property with a fair market value that is more than your basis in it, you may have to reduce the fair market value by the amount of appreciation

Form 6251

Issue ID 2068:  Made a correction to line 43 (previously was not entering the amount based upon the filing status)

Kansas

Tracking ID 279662:  Added the ability to enter direct deposit information for K-40H/PT

New Mexico

Issue ID 2016:  The New Mexico amended return now renders the PDF when printing (previously rendered an error message)

Louisiana

Correction to Line 39 to print the appropriate number when the Federal return type is E-File: Direct Deposit and the state return type is Paper with Direct Deposit

Pennsylvania

Issue ID 2075:  PA Schedule B line 6 now subtracts to a number less than zero (previously, it was only calculating to zero)

Federal Relations screens were delivered for the following states:

• CT
• DE
• LA
• MS
• OH
• UT
• NY Subtractions from Itemized Deduction menu for LT Care Premiums

What is a Federal Relations screen?

Displays the amounts entered for the taxpayer/spouse in the Federal return at the state level to aid the preparer and quality reviewer in state tax preparation

The below items were released into production this morning.

1040-NR

• Below information provided within the Schedule OI now carries to Form 8843 to prevent re-entry of data
  • Country of Citizenship
  • Number of days in the U.S.
  • Type of Visa and Visa Code

Form 8919

• Resolved Issue #2038 where clicking “Cancel” within the 8919 entry screen was throwing an error to the end-user

ARIZONA

• A “Household Income Adjustments” menu has been added within the AZ PTC (Property Tax Credit) menu to adjust capital gain/loss items for household income purposes (Issue #2030)

ARKANSAS

• Update some text within the AR Retirement Exclusion Worksheet Menu
  • Corrected “IRS” to reflect “IRA” and “Worksheet” was missing the “t”
• For MFJ returns, when selecting the AR Filing Status within Basic Information, the corresponding filing status numbers have been added

Issue #2059 is now resolved

MASSACHUSETTS

• Within the Schedule HC, Affordability Worksheet menu, the order of the questions has been rearranged to match the order on the Schedule HC PDF

OHIO

• Within the OH Localities menu, specifically the CCA City Tax Form, the allowed entry of employers has been increased from one (1) to four (4). The additional employers added will carry to Lines A-D of Section A on the PDF

The site will be placed in maintenance on Thursday, June 21st at 5:00am ET to release a series of updates and back-end work.

• Form 8889 – Adding clarifying text next to coverage selection drop-down for what type of coverage should be selected if a TP/SP received a distribution from a HSA when no longer covered under a HPDP plan (Issue #1432)
• Federal Direct Debit – Enhancement released that will prompt a warning to a user when a payment is entered to the IRS that is higher than the balance due
  • For example, if $1,000 is owed to the IRS, when selecting “E-file: Direct Debit” and entering $1,500 as the payment, a warning will show indicating the payment exceeds the amount owed.
• Transmissions Menu – Enhancement released that will allow the columns within the Transmissions menu to be sortable
• Practice Lab – Adding two additional Practice Returns under Section 6
  • Practice Return International
  • Practice Return Military