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15562: 2018.04.12 - Drake17 State Updates

Drake17 Update Notes

2018.04.12 - Drake17 State Updates


Arizona Update 21

  • Individual Package:
    • A program update prevents business rule rejects for calculation of the "Arizona income ratio" on Form 140NR, Nonresident Personal Income Tax Return, line 27 (Business Rule 740) and Form 140PY, Part-Year Resident Personal Income Tax Return, line 28 (Business Rule 720).
    • An EF Message now assists e-file of Form 204-E, Application for Electronic Filing of Extension Request.

California Update 26

  • Individual Package:
    • EF Messages now prevent a reject when question "FF" on CA screen QUES, regarding an entity operating as another entity type, has a prior entity type selected but the entity's prior name and EIN are not entered.  
    • Program updates prevent reject DRKPARSE when an FEIN of "APPLIED" is entered on CA screen DEMO. 
    • CA Schedule D has been updated to adjust for activities with a code of Q4 entered on federal screen D, when net federal gain or loss is zero ("0").
  • Corporation and S Corporation Packages: 
    • Program updates prevent reject DRKPARSE for the element 'Withholding' on amended returns when there is amount on line 24C of CA Form 100X.
  • S Corporation Package: 
    • EF Messages now prevent a reject when amended return information is entered on CA screen X and "Superseded Return" is selected on CA screen Main Form.
  • Individual and Fiduciary Packages: 
    • Preprinted payment due dates on page 4, Worksheet II, of CA Form 5805, Underpayment of Estimated Tax, have been updated to match due dates of estimated payments. 

Kansas Update 14

  • Individual Package: 
    • Line 16 of Form K-30, Kansas Angel Investor Credit, will be calculated as expected when override field for line 14, "Amount of your Kansas Tax liability for current year..." contains an amount.
    • When the refund on Form K-40, Kansas Individual Income Tax, is split with part used as a credit forward (entered on the ES screen) and the rest as contributions entered on lines 36-42 on KS screen 40, the return will be calculated as expected.
    • Form K-40, Individual Income Tax Return, with a refund to be received in the form of a debit card, will be transmitted as expected. 

Kentucky Update 17

  • Individual Package:
    • EF reject 7220 has been resolved on KY returns when e-filing a federal extension. 

Louisiana Update 18

  • Individual Package:
    • The preparer can now be marked as self-employed, when applicable. 
  • Corporation and S Corporation Packages:
    • An update to e-file specifications prevents parse errors on the following elements: "SurplusReserves," "ExcessReserves," and "AdditionalSurplus."
  • Partnership Package:
    • Nonresident estates and trusts can now be included in the composite return by marking the "Include in composite return" box on LA screen K1.

Massachusetts Update 11

  • Individual Package: 
    • EF Messages have been added for rule FNRPY-0112: "The following fields cannot be blank: Address, City/Town, State, First Name or Last name." 
    • EF Messages 122 and 162 have been modified to allow transmission of income source documents with foreign addresses.
    • EF Messages have been added for rule FNRPY-1305: "Schedule B, line 6 amount cannot be negative." 
  • Corporation and S Corporation Packages: 
    • Program updates now prevent EF rejects F355S-211 and F355-190.
    • EF messages aid in the preparation of section 2 of Schedule CMS where the amount in column 2d must equal the amount in column 2e. 
    • Either the line 13 or line 22 amount from Schedule RC, Research Credit, will now flow to Schedule CMS. 

Maryland Update 12

  • Individual Package: 
    • EF messages prevent reject DRK-PARSE when conflicting driver's license information is entered on federal screen IDS.
  • Multiple Packages: 
    • An update allows accurate calculation of federal Section 179 depreciation difference when the "Date Acquired" on federal screen 4562 is in a tax year prior to the "Date place in service." 

Michigan Update 20

  • Individual Package:
    • The line 13 override field for "Income attributable to another state" on MI screen 2, Additions and Subtractions, will now override line 13 as expected.
  • Common Cities Individual Package:
    • The common city Form 4868, Application for Automatic Extension, will now be generated using the city's EXT screen if there is "0" balance due or refund on the return.
  • Detroit Corporation and S Corporation Packages:
    • Next year's tax year end date, and not the current tax year end date, will now be printed on the City of Detroit Corporation Income Tax Quarterly Voucher (DT5300).

Mississippi Update 10

  • Individual Package: 
    • EF Messages prevent reject DRK-PARSE when an invalid state is entered in box 15 on federal screen W2. 
  • Multiple Packages: 
    • Extension due dates have been updated for 2018. 
    • An update allows accurate calculation of federal Section 179 depreciation difference when the "Date Acquired" on federal screen 4562 is in a tax year prior to the "Date placed in service." 
  • Partnership Package: 
    • A program update prevents reject DRK-PARSE when a negative number is present on line 3 of Form 84-125, Business Income Apportionment Schedule.

Minnesota Update 13

  • Individual Package:
    • The scan line will now be printed on all instances of the MN Estimated Payment Vouchers (MN14ES) when estimates are due only in the second, third and fourth quarters.
    • The amount due will now be printed by default on the MN Payment Voucher for extensions (MN13EXT) instead of "0" (zero).
  • S Corporation Package:
    • EF Messages have been updated to no longer allow a negative average inventory on Form MN8A, Apportionment and Minimum Fee, helping prevent parse errors on element 'AverageValueOfInventory'.

New Mexico Update 16

  • Fiduciary Package:
    • The field length of the fiduciary's email address has been expanded to 75 characters for all NM credit forms to prevent invalid email address in the EF record.
    • e-File has been enhanced for the FID-D, Fiduciary Pass-Through Entity Withholding Detail Report.
    • Filing instructions for a fiduciary extension and direct payments will be printed as expected.

New York Update 24

  • Individual Package: 
    • Line 16 of Form IT-203, Nonresident and Part-Year Resident Income Tax Return, will no longer include the Foreign Earned Income Exclusion twice.
  • Individual, Partnership, and Fiduciary Packages: 
    • Form NYC-5UBTI, Declaration of Estimated Unincorporated Business Tax, has been updated to display the calendar- and fiscal-year dates for which the estimated payments will be made. 
    • An update prevents e-file reject, R1047, when an invalid modification code has been claimed on Form IT-225, New York State Modifications.
  • Fiduciary Package: 
    • Form IT-217, Farmer's School Tax Credit, will now be generated even when 100% of income/deductions are being passed through to the beneficiaries. 
    • An update prevents e-file reject, R1027, when Form IT-205, Fiduciary Income Tax Return, is e-filed and the "Other addbacks" adjustment field on NY screen 2, Fiduciary Income and Deductions, contains an amount.

Ohio Update 29

  • Individual Package: 
    • The residence tax withheld calculation for line 7a of OH Form IT 1040 has been modified to help prevent EF reject F37-SECTB-111.
  • Fiduciary Package: 
    • Program updates prevent EF reject DRK-PARSE on OH returns when there were numbers present in the fiduciary name.

Oklahoma Update 14

  • Individual Package: 
    • An EF Message helps prevent reject DRKPARSE with the element 'StateAmount' when subtractions to income have been entered as negative amounts on OK screen 2. 
    • An update prevents reject 511NR-016, "511NR-016.Form 511NR, line 18 (TaxBase) multiplied by line 19 (StatePercentageTax) should equal line 20 (StateTaxAmount). Note: There is a +/- $5.00 tolerance. This rule will not apply if the Oklahoma Affordable Housing Tax Credit (OklahomaAffordableHousing) is being recaptured."

Tennessee Update 13

  • S Corporation and Partnership Packages:
    • The "Taxpayer has filed for federal extension" check box on page 1 of Form FAE 183, Application for Exemption/Annual Exemption Renewal, will now be marked when federal Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information and other Returns, is generated.

Utah Update 8

  • Corporation, S Corporation, and Partnership Packages: 
    • A rounding issue has been corrected for UT Schedule H, Utah Nonbusiness Income Net of Expenses.

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