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)

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

FORM 1099-R

• (2022) EIN database not working for 1099-R (Issue 390)

MINNESOTA

• Remove e-file block for Form M23: Claim for a Refund for a Deceased Taxpayer (Update)

NEW YORK

• Payment Voucher not generating in print when marked “E-file Mail Payment” or “Paper Return” (Issue 2914)

OKLAHOMA

• Allow OK state returns to be transmitted when attached to Federal 1040-NR returns (Update)

OREGON

• Reject OR-028: Oregon Schedule A is missing standard deduction line (Issue 2923)

STATE AMENDED RETURNS

• (2023/2024) State amended returns stuck in holding (impacted states amended returns will be resent by TS) (Issue 2888)

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

CALIFORNIA

• Form 3514 showing 365 days on PDF instead of 366 for leap year (Issue 2885)

MASSACHUSETTS

• Sch. CB different address entered from within MA return not pulling to PDF (Issue 2882)

MICHIGAN

• Not using most beneficial deduction when Sch. 1, Line 26 and 28 should be used (Issue 2865)

MONTANA

• MT Taxable Federal Refunds add back the drop-down for “Select your 2023 Filing Status, if different from your current filing status, otherwise the Prior year status will default to your current filing status.” question (Issue 2838)

NEW YORK

• Direct Debit return type is generating payment voucher (Issue 2879)

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

DELAWARE

• Add blue box text guidance for entries based on filing status to “Subtractions from Income” and “Itemized Deductions” menus like “Additions to Income” (Update)

SCHEDULE A

• Medical mileage using 2023 rates (Issue 2859)

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

FORM W-2

• Box 4 Social Security Withholdings not prefilling calc at 6.2% when amount in box 3 is > 160200 (2023 limit) (Issue 2839)

MINNESOTA

• MN M1RENT Reject Code: 0922 (Issue 2854)

MONTANA

• Form 2EC request to add question back to generate the form in the print when credit is $0 (Update)

SCHEDULE OI (1040-NR)

• Accessing e-file is clearing the days present entries in Schedule OI (Issue 2824)

UNEMPLOYMENT COMPENSATION

• Unemployment entry requiring state selection when going editing after initial save (Issue 2853)

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

AMENDED RETURN

• Original Federal Return Information not populating for original Federal e-filed and accepted returns (Issue 2833)

DELAWARE

• DE Sch. A – Itemized line 5 items are not pulling to the correct line (Issue 2827)

MINNESOTA

• Update the  CRP Renter Information – ECN field to only allow numeric values (Issue 2822)

NEW HAMPSHIRE

• NH Payment Voucher not generating in print when return type is mailed payment (Issue 2835)

A deployment is scheduled for the morning of Monday, February 3rd to release the below update(s). Access to the program may be limited during a deployment.

DELAWARE

• Charitable Mileage Deduction not carrying to return for filing status 2 (Issue 2809)

SCHEDULE A

• Non-Cash Contributions Less Than or Equal to $500 entry shows greyed out after completing Form 8283 then editing Non-Cash Gifts to Charity displays validation (Issue 2807)

A deployment is scheduled for the morning of Friday, January 31st to release the below update(s). Access to the program may be limited during a deployment.

MASSACHUSETTS

• Form 1, Line 2c calculating exemption for TP born on 1/1/1960 when they are not 65 before 1/1/2025 (Issue 2805)

MICHIGAN

• MI CF-1040, remove questions in Basic Info for Deaf and Disabled (no longer applicable) (Issue 2806)