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)

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)