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

Returns will be placed in maintenance beginning Tuesday, June 19th at 5:00am ET to release updates.

• IA: Update some text within the blue header inside the Itemized Deduction page (Issue #2033)
• CA: Adding additional transparency inside the CA return (Other Income Taxable to California and Adjustments to Income Subject to California Tax menus) for users to easily see Federally reported amounts
• MN: Adding additional transparency inside the MN return for Federally reported INT/DIV income, Business Income/Loss, Gains/Losses, Pension and Annuities, Rents and Royalties, Farm Income/Loss, and Other Income/Loss

We have added the IRS Explanation forms that are submitted to the IRS if further explanation about something is needed to be provided to the IRS.  These will print with the Assigned Print sets if they are used in the return and will be included in the electronic file.

Navigate to Federal Section >> Miscellaneous Forms and Select Begin on the Explanations line

Select the appropriate Explanation.  The majority of the explanations will go on Preparer Notes (which we are using in the example)

Enter a title and explanation…Click continue when finished.

Note:  You can expand the box by dragging the two horizontal lines in the lower right hand corner (circled in picture)

The Preparer Note Summary page will be displayed:

Click Continue to return to the Explanations Menu when finished.

The Custom Consents Report is now available.  This report is designed to indicate the Acceptance (Yes) or denial (No) granted by the taxpayer.  This report was designed to run at the site level.

Navigate to Reports and select Custom Consents:

Note:  If you have customized your reports via Configuration, you will need to navigate to Configuration >> Report Customization and add Custom reports to your report list

Click Select

Below is an example of a generated report.

Note:  If you have multiple consents, you will need to export the report to see all of the consent titles and corresponding results

You can export the information and merge it with other reports that require consents to ensure you are reporting up the approved taxpayer information.

An enhancement released today now gives users (with the appropriate security template) the ability to assign Custom Consents to a specific tax year at their site(s). There is also the option to assign Custom Consents to all tax years at your site(s). Now, when accessing Configuration>Consent Forms a drop-down field is available to select the tax year for the consent to display or you can select “ALL“.

The next time you visit the Submission page inside of a return, you will notice the “Save and Return” button shown below. When clicked, this directs users to the Summary/Print page inside of the return without having to click the “Back” button to return to the first page of E-file then click “Back” once again to go back into a taxpayers return. Selecting “Save and Return” also saves data entered on the Submission and is also logged in Client Status under the Return Audit History.

We will be releasing a couple updates on Tuesday, June 12th at 5:00am ET.

• Firefox Browser – Fixing an issue when using Mozilla Firefox within the Federal Estimated Payments menu. Tabbing no longer moves cursor to next entry field when tabbing from 2nd entry box (Issue #2008).
• Schedule A, Gambling Losses Text Update – With the recent addition of the Gambling Loss entry field within the W-2G entry menu in the Income section, text has been added to the Schedule A, Misc Deduction menu to not re-enter losses already reported on the W-2G.
• Tracking ID 277609 –  View Full SSN designation in Security Templates now applies to Review Returns, as well as the Client list.