Category: Release Notes

Release Notes: February 10th – DE & Sch. A

09 Feb 25
Craig Smith
No Comments

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)

Release Notes: February 7th – FW-2, MN, MT, Sch. OI & 1099-G

06 Feb 25
Craig Smith
No Comments

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)

Release Notes: February 5th – 1040-X, DE, MN & NH

04 Feb 25
Craig Smith
No Comments

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)

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)