We will be putting the returns in maintenance mode at 5:00 am ET to apply a series of updates.  The update is scheduled to include:

• Auto filling Box 2a on the 1099R (Issue #1646)
• Expanding the Form Finder display when searching for specific forms from the left navigation bar
• Updated text within the 8880 menu to point out that current year distributions reported as income are automatically included in the 8880 calc to avoid double-entry
• Zip Code Updates
  • 39854 – Georgetown, GA
  • 48193 – Riverview, MI
  • 85756 – Tucson, AZ
  • 60124 – Elgin, IL
  • 60418 – Crestwood, IL
• Fixed an issue where the CF-1040 was not included in the PDF for 2016 MI returns (Issue #261)
• Fixed an issue where adding the OH RITA locality form within the 2016 program would break the print (Issue #1527)

We will be putting the returns in maintenance mode at 5:00 am ET on Monday, March 19th to apply a series of updates.  The updates are scheduled to include:

• Resolution for Issue ID 1640 (RRB-1099-R)
• 1040 View for MFS returns displaying Spouse name in the wrong entry
• Correction for VT Renter’s Renter’s Rebate (Issue #1589)
• User Interface update to the drop-down menu display within Wisconsin state program
• Fixed a display issue on the IN amended return where the county code was not showing on the PDF (Issue #1613)
• Fixed a Kansas EIC issue where EIC was not calculating in instances where the KS EIC was the same amount as the tax liability (Issue #1589)
• Update the drop-down options within the MA Schedule C menu for Costs of Goods Sold (Issue #1619)
• Added back Oregon subtraction #308 for Tuition and Fees Deduction within Part Year OR returns (Issue #1615)
• Update to the NM program that if an amount is owed and state return type is Direct Debit, do not generate the payment voucher (Issue #1571)

We will be placing the site in maintenance on Friday, March 16th at 5:00am ET to release a series of updates.

• Update the year shown on Spanish Form 8879 within 2017 program (Issue #1568)
• Adding CA Schedule X as a configurable print set form (Issue #1590)

We will be putting the returns in maintenance mode at 5:00 am on Thursday, March 15th to conduct a series of updates.

• Fixed the issue where the PSO exclusion was deducting from Gross Distribution (Box 1) instead of the taxable amount (Box 2a)
• Fixed the issue where users were unable to remove the PSO exclusion after saving the initial entry.
  • To remove a PSO exclusion, go back into the 1099-R Box 2a link>Public Safety Officer Exclusion>Enter $0 and then continue
• Zip Code Update
  • 88013 – Las Cruces, NM

We will be placing the site in maintenance on Monday, March 12th at 5:00am ET to release a series of updates.

• CA – Fixed the issue where the “Other Additions” and “Other Subtractions” sub-menus were loading blank (Issue #1536)
• CO – Fixed an issue for the CO Amended Return where the entry for original refund received was not carrying to the PDF (Issue #1515)
• AL – Fixed an issue where Schedule D entries within the Part-Year AL return were not carrying to the PDF (Issue #1476)
• CT – Fixed the incorrect page validation within the CT Property Tax Credit menu (Issue #1453)
• IA – Added the ability to allocate dependents between TP/SP on IA MFS return when Federal is MFJ (Issue #1369)
• MO – Property Tax Credit menu > Basic Information for “Select if you are a Renter or Owner” now defaults to “Select” (Issue #1507)

We will be placing the site in maintenance on Friday, March 9th at 5:00am ET to release a series of updates.

• Fix the issue keeping the Schedule E from being included in the PDF when applicable (Issue #1523)
• Update to remove “Rejected” returns now marked as “Paper” from being included in the Rejected Returns Report (Issue #1511)
• Update for the CO Amended Return to not pull in the Federal Amended Explanation Entry (Issue #1364)
• Fix a display issue for Indiana where the Personal Representative information provided within Indiana Basic Information was not carrying to Schedule 7 (Issue #1403)
• Fix a display issue for New Mexico where the State ID listed in E-file was not being included at the bottom of the NM return. (Issue #1490)
  • If Drivers License information was entered, it was carried to the PDF as expected
• Adding Tropical Storm Harvey and California Wildfires to the Disaster Area picklist in Basic Information
• Zip Code Update
  • 88007 – Las Cruces, NM (Issue #1512)
• Removed Do not Mail strip from Rhode Island Non Resident returns

We will be placing the site in maintenance on Wednesday, March 7th at 5:00am ET to release a series of updates.

• Update to 1099-R, box 2a entries when box 7 code is G, H, or Q. A warning will display to verify if a taxable amount in box 2a is valid (Issue #1377)
• Fix a display issue where Apartment # entries in Basic Information were not showing on the W-7 PDF (Issue #1426)
• Zip code updates
  • 85138 – Maricopa, AZ
• MI CF-1040 not generating Schedule TC when completed in locality menu (Issue #1156)
• LA fix where select Priority 2 credits were displaying incorrect codes on PDF (Issue #1395)
• LA fix where the Ad Valorem Natural Gas (Priority 4 Credit) was not carrying to the PDF (Issue #1237)
• MT fix for MFS returns forcing itemized deductions when spouse itemizes (Issue #1502)
• WV Update for requirement of taxpayer e-mail address prior to reaching first e-file screen (Issue #1459)
• ID display fix where the bank account information was not displaying on Line 76 of the ID return (Issue #1389)
• OH validation error for $0 refund/due values on SD-100. These returns can be resubmitted (Issue #1475)

We will be placing returns in maintanence on Tuesday, March 6th at 5:00am ET to apply a series of updates.

• Fix an issue with 2016 print not generating when adding NH Form DP-10 (Issue #291)
• Fix a print issue where United States was not carrying to line f of Form 1116 when country of residence (Issue #1372)
• Zip Code updates:
  • 98338 – Graham, WA
  • 98391 – Bonney Lake, WA
  • 60585 – Plainfield, IL
• Update text from “2015” to “2016” when referencing prior year credit taken for exterior windows within F5695 menu
• W-2 State Information – Lengthen the State EIN field to always show all characters entered