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Release Notes: December 22nd – 1040 View, F1099-R & Usernames

21 Dec 25
Craig Smith
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A deployment is scheduled for the morning of Monday, December 22nd to release the below update(s). Access to the program may be limited during a deployment.

1040 VIEW

  • Display dependent age on new 2025 1040 View (Update)

FORM 1099-R

  • Add text to include QCD’s in the text under Box 2a when calculating taxable amount (Update)

USERNAME DISPLAY

  • When inside a tax return, display the logged in username (Enhancement)
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