Category: Release Notes

Release Notes: February 3rd – DE & Sch. A

31 Jan 25
Craig Smith
No Comments

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)

Release Notes: January 31st – MA & MI

30 Jan 25
Craig Smith
No Comments

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  • MI CF-1040, remove questions in Basic Info for Deaf and Disabled (no longer applicable) (Issue 2806)

Release Notes: January 29th – CA, CO, F8863, GA, MN & Sch. OI

28 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 29th to release the below update(s). Access to the program may be limited during a deployment.

CALIFORNIA

  • Form 3853, Part III changing the individual after initial entry updates the grid display but the print includes the former individual entered (Issue 2792)

COLORADO

  • Form 0104, Page 2 CTC box checked for dependent(s) that do not qualify for CTC (Issue 2798)

FORM 8863

  • Relocate EIN field to top of the Educational Institutional page (EIN Database implementation will be Phase II) (Update)

GEORGIA

  • Worksheet for Other State(s) Tax Credit, Line 9 not using applicable tax rate (Issue 2799)

MINNESOTA

  • M1REF Line 1a shows 3 qualifying persons when M1CD has 2 qualifying persons (both born in 2024) (Issue 2796)

SCHEDULE OI

  • 1040-NR program, Schedule OI Current Year Travel Dates – Date Departed U.S. should not be a required entry (Issue 2783)

Release Notes: January 24th – F5329, ME, MO & WI

23 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 24th to release the below update(s). Access to the program may be limited during a deployment.

FORM 5329

  • Adding two new reasons for penalty exclusion: 22) Qualified distributions to victims of domestic abuse & 23) Distributions for eligible emergency expense distributions (Update)

MAINE

  • ME Part-Year Dependent Exemption Tax Credit needs to pull to Sch A line 1, currently pulling to line 9 (Issue 2771)

MISSOURI

  • MO-A Part 3 – Section A, Line 2 not calculating max of 46,381 when applicable (Issue 2785)

WISCONSIN

  • Erroneous E-file block validation being presented at e-file related to the Residence questionnaire when not applicable (Issue 2784)

Release Notes: January 22nd – CO, MI & MN

21 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 22nd to release the below update(s). Access to the program may be limited during a deployment.

COLORADO

  • Part year Form 104CR only Line 21 should be included in Line 23 total (not line 20 and 21) (Issue 2775)

MICHIGAN

  • MI CF-1040, Page 2, Sch. A Line 6 Column A should only include the total from lines 1 – 5 above of it (Issue 2761)

MINNESOTA

  • Add worksheet for child born in 2024 when Federal 2441 not required (Issue 2758)

Release Notes: January 17th – Sch. D, CO, MA, MI & MN

16 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Friday, January 17th to release the below update(s). Access to the program may be limited during a deployment.

CAPITAL GAIN/LOSS

  • Add column on the Capital Gain/Loss Grid to indicate Short-Term or Long-Term (Enhancement)

COLORADO

  • Family Affordability Tax Credit not calculating (Issue 2745)

MASSACHUSETTS

  • Form 1-NR/PY Sch. Y, Line 9c for Charitable Contributions Deductions not calculating (Issue 2739)

MICHIGAN

  • MI CF-1040 Sch. A, Line 4 Gambling Income is being included in Line 5 as Other Income doubling the amount (Issue 2744)

MINNESOTA

  • M1CWFC Direct Deposit entry of your advance payment not pulling to PDF (Issue 2749)
  • MN QPEN should not calculate when “Coordinated Member” is marked (Issue 2751)
  • MN-CRP within M1PR missing selections for Mobile Home and Mobile Home Lot (Issue 2700)

Release Notes: January 15th – F8878, FW-2G, MN & WI

14 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Wednesday, January 15th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8878

  • Generate Form 8878 when Form 4868 is created with direct debit payment added (Update)

FORM W-2G

  • State ID Field pulling [object Object] text when entering a Federal EIN saved in EIN Database with a State ID also saved in EIN Database (Issue 2727)

MINNESOTA

  • Within the M1PR > Electronic Statement > Remove “Income source less than rent” in drop-down (Issue 2717)

WISCONSIN

  • Schedule WI-2441, Line 6 using incorrect amount (Issue 2728)
  • Schedule H, Line 9g doubles the amount of subtractable savings bonds interest (Issue 2729)

Release Notes: January 13th – F8888 & MT

12 Jan 25
Craig Smith
No Comments

A deployment is scheduled for the morning of Monday, January 13th to release the below update(s). Access to the program may be limited during a deployment.

FORM 8888

  • Form 8888 not generating in the print when completed in e-file (Issue 2689)

MONTANA

  • Federal 1099-INT/DIV Taxable State Interest entries not pulling to MT Schedule 1, Line 1 (Issue 2715)
  • Transition Schedule not generating when only Part II “Taxable Federal Refunds” is completed (Issue 2716)