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Release Notes: February 19th – Client Status, F1099-R, MI, OH, Preparer Setup, Sch. A & Transmission Menu

18 Feb 25
Craig Smith
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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)
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