Tag: Updates

The returns will be put in maintenance mode at 5:00 am on Monday, March 26th to apply a series of updates.  The updates are scheduled to include:

• Carry Forward of Child Provider information for Form 2441 (Issue ID 989)
• Added the ability to enter IP PIN when completing a 1040PR (Issue ID 1480)
• Correction to requirement on Foreign Earned Compensation (Issue ID 1528)
• Change made to allow Combat Zone election to stay selected after re-opening the return (Issue ID  1705)

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 released Phase I on Friday, March 2nd of having the ability to print the Certified Acceptance Agent information on the bottom of Form W-7 when applying for or renewing ITIN applications.

Navigate to the Preparer(s) menu in configuration

Edit an existing Preparer or Create a new one

There is a new section located between the Personal Information Section and Login Account Section

This is where you enter the information that will carry along with your preparer name to the Acceptance Agent portion of the W-7

Blog posted 03/07/2018

We will be placing the returns in maintenance mode at 5:00 am EST on Thursday, March 1st to apply a series of updates.  The update is scheduled to include:

• The add back of Form 5695 (Residential Energy Credit Form) per passage of extenders
• Added Zip Code 89081 to the zip code database for North Las Vegas, NV
• Form 1116 – Text update for country “Isle of Man” from the drop down menu (Issue #1361)
• New Jersey – Fixed an issue where 1099-R income with Code 3 in Box 7 was double reporting on Line 19a (Issue #1343)
• New Jersey – Fixed an issue related to the Property Tax Credit not calculating on Line 49 when applicable (Issue #1165)

We will be putting the returns in maintenance mode at 5:00 am EST for a series of updates.

• Added zip code 37934 to the zip code database for Knoxville, TN.
• PA Local – Fixed an issue where the local tax rate entry was not carried to the PDF (Issue #1327)
• Pennsylvania – Fixed an issue where the Schedule SP was not including the Resident Credit on line 13 (Issue #1376)
• Kentucky – Fixed an issue where the “Enter Exempt Percentage” field for Retirement Income (Schedule P Part 1 Only) was not saving (Issue #1308)
• Vermont – Fixed an issue where the percentage entries within the Homestead Declaration and Property Tax Adjustment menu, LC-142 and PR-141 were not holding (Issue #1336, 1337, and 1338)
• Colorado Amended Return – Fixed an issue where the entry for “Enter the amount from your original return…” was not holding (Issue #1357)
• Arizona – Fixed an issue where the Property Tax Factor percentage entry was not saving (Issue #1342)
• Maine – Fixed a display issue where the “X” was not carrying to the Injured Spouse designation (Issue #1279)
• Rhode Island – Fixed an issue where the RI-1040H was including “Direct Rollover” amounts as Household Income (Issue #1341)
• Connecticut – Fixed a display issue where the “Y” was not showing next to the CT-8379 indicator when included in the return (Issue #1340)
• Iowa – Fixed an issue where the IA Amended Return was not being removed from the PDF when selecting “NO” to completing the amended return (Issue #1330)
• Utah – Fixed an issue where Part Year residency dates entered within Basic Information were not saving (Issue #1292)

Blog Posted 02/27/2018

We will be putting the returns in maintenance mode at 5:00 am EST on Tuesday, February 27th to apply a series of updates.  The update included:

• Extending the Taxpayer/Spouse last name field to 20 characters
• You can now search by Last 4 of the SSN if your site has more than 499 returns
• You can now search by hyphenated last name if your site has more than 499 returns
• You can now send state only returns after the federal return has been accepted
• MAGI in Schedule A immediately reflects change in AGI when income is added or removed from the return without having to exit and re-enter the return