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17023: 2021 - Drake19 Updates


Drake19 Update Notes

Updates released in calendar year 2021 for Drake19.

 

Mississippi Update 33

  • Individual Package:
    • The amount on line 41, "Rent, royalties, partnerships, S corporation, trusts, etc.," in the "Total Income From All Sources" column of MS Form 80-205, Non-Resident/Part-Year Resident Individual Income Tax Return, now flows from federal Schedule E as intended when Part IV, "Income (Loss) From Rents, Royalties, Partnerships, S Corporations, Trusts and Estates," of MS Form 80-108, Adjustments and Contributions, totals zero ("0").
    • Resolved MS80-105 line 60B rounding issue that was causing some returns off by $1 on line 65B.

Maryland Update 23

  • S Corporation and Partnership Packages:
    • An update prevents reject R000-00000-100, "All Forms 510, 510D, and 510E with entity type sCorp must be transmitted as unlinked returns with SubmissionCategoryCd PART in State Submission Manifest."

New York Update 27

  • Corporation Package:
    • The self-prepared return setting has been updated to recognize self-prepared returns.
    • Required data elements for estimates have been updated as per the NY DoR.

Ohio Update 42

  • Individual Package:
    • EF Message 0197 prevents 2019 Generic Ohio city returns from being e-filed. All 2019 generic Ohio city returns must now be paper-filed.

1120 Program Update 47

  • Form 1120X will now correctly reflect the service center where the return was originally filed.

Arizona Update 51

  • Tax-Exempt Package:
    • Both a refund and a balance due will no longer be displayed on Form 99T, Arizona Exempt Organization Business Income Tax Return. The "Balance of Tax" will now display the correct amount.
  • Partnership Package:
    • More than one type of apportionment factor will no longer be selected on page 1 of Form 165.

Michigan Cities Update 42

  • Individual Package
    • An EF Message is now disallows e-file of Michigan City returns. Prior year returns are not allowed for e-file.

North Dakota Update 22

  • Corporation Package:
    • The following lines on Form 40, Corporation Income Tax Return, will now always agree:
      • Line 5, "Apportionment Factor" (page 1)
      • Line 14, "Apportionment factor" (page 3)

Rhode Island Update 17

  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Estate Packages:
    • Rhode Island is no longer accepting e-file of prior-year returns for any package. This update turns off e-file functionality and produces an EF Message if the client attempts to e-file a 2019 RI return.

Arizona Update 52

  • Individual Package:
    • The list of valid charities has been updated as per the AZ DoR.
    • The following codes are no long valid for Form 322, Credit for Contributions Made or Fees Paid to Public Schools. As a result, EF Message 0162 will be generated if any of the below codes are present in the return:
      • 070204102 ALMA ELEMENTARY SCHOOL
      • 070204130 JORDAN ELEMENTARY SCHOOL
      • 070204138 FROST ELEMENTARY SCHOOL
      • 070204152 FRANKLIN NORTHEAST SCHOOL - CLOSED
      • 070204154 FRANKLIN SOUTH - CLOSED
      • 070204181 POWER LEARNING CENTER
      • 070204182 TAPP
      • 070204190 SUNRIDGE LEARNING CENTER
      • 070204194 MCKELLIPS LEARNING CENTER
      • 070204251 MESA JUNIOR HIGH SCHOOL
      • 070204255 POWELL JUNIOR HIGH SCHOOL
      • 070204259 HENDRIX JUNIOR HIGH SCHOOL
      • 070204261 BRIMHALL JUNIOR HIGH SCHOOL
      • 070428161 KYRENE DIGITAL ACADEMY

Hawaii Update 18 

  • Individual Package
    • Line 52, "Amended Return Only - Balance due (refund) with amended  return," of an amended Form N-11, Individual Income Tax Return Resident, now produces the expected result when there is neither a balance due nor refund.

Arizona Update 53

  • Fiduciary Package:
    • The fiscal year extended due date is now generated as intended for Form 141AZ EXT, Application for Filing Extension For Fiduciary Returns Only.
  • Corporation, Partnership, and Fiduciary Packages:
    • The check boxes "2019 Original return" and "2019 Amended return" will now be marked, as applicable, for the Form 141AZ Worksheet, Net Long-Term Capital Gain Subtraction for Assets Acquired After December 31, 2011.

Illinois Update 36

  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The program has been updated to meet the latest IL e-file rules and regulations.

Montana Update 49

  • Individual Package:
    • The P & I Worksheet, Late file penalty, late payment, and interest - Line 4 (MTWK_PI), will no longer generate automatically when a 2019 return is opened. The check box "Calculate late filing penalty and interest worksheet MTWK_PI" has been added to MT screen PEN to force generation of the worksheet when needed.

General Program Update 67

  • General program update.

Pennsylvania Update 28

  • Corporation and S Corporation Packages:
    • Updates to the client results letter and Transaction Summary worksheet reflect the correct estimated payment amounts when an applied refund overpayment partially offsets the full estimated payment amount.

General State Programming Update 19

  • General updates. 

Wisconsin Update 34

  • Individual Package:
    • A parse error has been resolved on the element "Special Condition," where the value is "02 - Extension - Combat Zone."
  • Fiduciary Package:
    • Reject "F2-006" is no longer generated when the taxable year-end date is after 11/30/2020.

Oregon Update 38

  • Individual Package:
    • Modification code 601, "Federal income tax refunds," on OR screen MOD must now be entered as a negative amount; if entered as a positive amount, EF Message 0105 is now generated, prompting the preparer to correct their entry.
    • Visual updates have been made to the "Standard deduction" section of the OR main form, where the appropriate check boxes are now marked based on deductions received.
  • S Corporation Package:
    • The drop list "Amended" has been added to OR screen 1 as an override for amended returns. Selecting "No" overrides a selection made from federal screen X; a selection of "Yes" will now generate EF Message 0110, prompting the user to complete OR screen X. Prior to this change, if the federal return was marked as amended, the OR return was marked amended as well.
  • Fiduciary Package:
    • OR filing instructions and client results letter now display the expected balance due, refund, or zero ("0") balance due, as intended.

Arizona Update 54

  • Corporation Package:
    • Negative values entered for Arizona on federal screen APPT, Multi-State Apportionment, in the "Ordinary income from partnerships" and "Other revenue and receipts" fields will no longer be recognized on page 3, Schedule E, of AZ Form 120 Corporation Income Tax Return, preventing the parse error element 'ColA' is invalid.- The value 'Negative' integer was was either too large or too small for NonNegativeInteger.
  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Fiscal-year returns must be filed in the year in which the fiscal year begins. EF Message 0031 now prevents e-file.

1040 Update 76

  • The IRS is currently not accepting amended returns with an amount on line 6, column c, of Form 1040-X that includes an amount from line 12b of Form 1040. When the IRS systems are updated, Drake Tax will release a program update allowing these returns to be transmitted to the IRS. The update is expected to be available around mid-February 2021.
  • An EF message now prevents reject "R0000-004-01." Form 9465 can be e-filed for the current tax year only and can no longer be e-filed with Drake Tax 19.
  • An EF Message now prevents reject "F1040X-006": "Form 1040-X, 'TaxAmt' in 'CorrectNumberOrAmountGrp' must be equal to the amended Form 1040, 'TaxAmt.'" [CorrectNumberOrAmountGrp]
  • The drop list "Filing Status" has been added to federal screen X, requiring the preparer to select the filing status of the originally filed return. An entry in this field is required in order to e-file.

1065 Update 52

e-File of an extension for Form 1065 for a partnership with the fiscal-year ending date of 11/30/2020 will no longer be prevented by ETD message 3260.

General Update 68

  • General program update.

990 Update 32

  • e-File of an extension for Form 990-EZ or Form 990-PF for a tax-exempt organization with the fiscal-year ending date of 11/30/2020 will no longer be prevented by ETD message 3260.

Texas Update 11

  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
    • Drake Tax 2019 no longer generates non-amended Texas reports. Such reports must now be generated and filed using Drake Tax 2020.

General Update 69

  • General program updates.

Tennessee Update 19

  • Individual, Corporation, S Corporation, and Partnership Packages:
    • EF Message 0063 has been added to the program, preventing reject "TN170-33": "RequestedPaymentDate cannot be past the extended due date and cannot be used for filing an old period return."

Massachusetts Update 25

  • Individual Package:
    • The extension due date is now factored into the late filing penalty calculation as intended.

Connecticut Update 21

  • Individual Package:
    • The amount entered on line 10, "Subtract line 9 from line 8," of federal Worksheet 1 (WK_SSB), Social Security Benefits Worksheet, now flows to line B, "Enter the amount reported on your 2019 federal Social Security Benefits Worksheet," of CT SSB worksheet, Social Security Benefits Adjustment Worksheet.

General Program Update 9

  • General Program Updates

Montana Update 50

  • Corporation Package:
    • EF Message 1124 is now generated as expected, preventing reject "CIT-E103: Page 1 Part II Item f - Missing adjustment detail" for an amended Form CIT, Corporate Income Tax Return.

District of Columbia Update 35

  • Individual Package:
    • EF Message 0063 is now generated when a selection has been made from the "Relationship to the deceased" field on DC screen 147 and there is no entry in a "Date of Death" field on federal screen 1, preventing parse error "RelationInfo": "The element 'FR147' has invalid child element 'RelationInfo.' List of possible elements expected: 'Deceased.'"
  • Corporation/S Corporation Package: 
    • Line 12b, "Corporation moved out of DC," on D-20, Corporation Franchise Tax Return, will now print correctly.

1040 Update 77

  • A check box for requesting a "Waiver for Revenue Procedure 2020-27" has been added to screen 2555 ("2555-Part 3" tab). 
  • A program update prevents IRS reject "X0000-005" regarding Form 1310. Returns that received the following reject can now be recalculated and retransmitted: "The XML data has failed schema validation. cvc-complex-type.2.4.a. Invalid content was found starting with element 'OtherPersonClaimingRefundInd'. One of ' {"http://www.irs.gov/efile":CourtOrPersonalRepGrp, "http://www.irs.gov/efile":RefundClaimWithProofOfDeathGrp} ' is expected."

Kansas Update 18

  • Individual Package:
    • All overpayment information on an amended Form K-40 return will now be calculated into line 44, "Refund."

1040 Update 78

  • Form 1040-X can now be e-filed when lines 12a and 12b of Form 1040 are different.
  • 2019 EIP-only returns are no longer eligible for e-file.

Idaho Update 28

  • Individual Package:
    • Line 18, "Farm Income," of the Idaho Filing Requirements (IDWK_REQ), has been updated to include data from line 7, "Gross farm rental income," of federal Form 4835, Farm Rental Income and Expenses.

Massachusetts Update 26

  • Partnership Package:
    • Alignment issues were corrected on pages 1 and 2 of MA Schedule 3K-1 for MA Form NRCR, Nonresident Composite Returns.

Minnesota Update 22

  • Individual Package 
    • Data for line 22, "Business and investment credits," on MN screen X will now be auto-populated from the original return and flow to line 22, "Business and investment credits," of Form M1X, Amended Minnesota Income Tax, as intended.

General Update 70

  • General program update.

Michigan Update 43

  • Individual Package 
    • The spouse's SSN will now be printed in box 3 of Schedule AMD, Michigan Amended Return Explanation of Changes.

General Update 71

  • General Update

General Update 72

  • Deferred crop insurance will now be updated as intended from Drake Tax 2018 to Drake Tax 2019 when, in Drake Tax 2018, there is an entry in the "Crop insurance proceeds" field on federal screen 99M.

1120 Update 48

  • EF Message 0042, Analysis of Unappropriated Retained Earnings Out of Balance, will now be produced when required.

1040 Update 79

  • Federal Form 8879, IRS e-file Signature Authorization, has been updated to the latest IRS version.
  • EF Message 5376 will now be generated when the federal PMT screen has been completed and there is a refund for federal Form 1040-X, preventing a parse error. [IRSPayment]

North Dakota Update 23

  • Individual Package:
    • EF Message 0048 will no longer be generated when the payment date entered on federal screen PMT is the current date.

Pennsylvania Update 29

  • Individual Package:
    • The Setup option for PA, "Use only wages from W-2 Box 16 (Individual Only)," has been updated for PA part-year returns. If the option is selected (at Setup > Options > States > PA) the correct wages will now flow from box 16 of screen W2.

North Dakota Update 24

  • Individual Package:
    • The client result letter will no longer reference a direct debit payment unless direct debit information has been entered on federal screen PMT.

General Update 73

  • General Program Updates

Ohio Update 43

  • Individual Package: 
    • An update prevents reject DRK-DUPE.

North Dakota Update 25

  • Individual Package:
    • A new amended screen (ND screen AMD) has been added to the program, found on the ND "Other" tab.
    • ND-1 Amended Worksheet ("NDX_WKS") has been added to the program to show calculations and net changes for the amended return.

New Jersey Update 33

  • Corporation and S Corporation Package:
    • New Jersey Corporation Business Tax returns for Tax Years Ending On or After July 31, 2020, Through June 30, 2021 have been updated to the current version and is available for e-File.
  • Individual Package:
    • For NJ-1040X, Amended Resident Income Tax Return will now allow direct debit of payments.

Michigan Cities Update 44

  •  Individual Package
    • Form CF-1040PV, Income Tax Return Payment Voucher, will now be generated for Lapeer returns with a balance due.

New Jersey Update 34

  • Corporation and S Corporation Packages:
    • Receipt amounts entered on NJ screen AM will now flow to Schedule A-GR on page 7 of Form CBT-100, New Jersey Corporation Business Tax Return, and be used to compute the minimum tax as intended.
    • The due dates for certain fiscal-year corporation and S corporation tax returns will now display a year of "2021" instead of "1921."

Iowa Update 34

  • Fiduciary Package:
    • The amount on line 8a, "Interest income," on the Worksheet for Iowa Beneficiaries Share of Income and Credits ("IA_WK_K1") will now flow from line 1, "Taxable interest income," of Form IA1041, Iowa Fiduciary Return.

Hawaii Update 19     

  • Individual Package 
    • EF reject "HIXML-101" has been resolved on HI amended returns when PDF attachments are present.

New Jersey Update 35

  • S Corporation Package: 
    • The fiscal year will now be generated as intended when an NJ S Corporation files a corporation return.
  • Corporation Package:
    • An update prevents reject "200033" for an invalid "tax due" amount on Form CBT-100, New Jersey Corporation Business Tax Return.

Oregon Update 39

  • Individual Package:
    • The signature date will no longer be generated on the following forms when the "Date on return" check box is not selected from Setup > Options > Optional Items on Return tab:
      • OR-TM, Tri-County Metropolitan Transportation District Self-Employment Tax
      • OR-LTD, Lane County Mass Transit District Self-Employment Tax - SP-2019, Combined Tax Return for Individuals Corporation, S Corporation, and Partnership Packages
  • Portland:
    • The balance due, as well as estimated tax payment dates and amounts, will now be generated as expected on the client result letter and filing instructions.

General Update 74

  • The IRS mail-to addresses for Forms 1040, 1040-X, and 1040-ES have been updated according to the latest release from the IRS.

1120 Update 49

  • "0" (zero) will now be printed on any blank line of Form 8879-C, IRS e-File Signature Authorization for Form 1120.

1040 Update 80

  • Penalty and interest amounts will no longer appear on federal Forms 1040 and 1040-SR when Form 1040-X is present in the return.
  • The explanation section on federal Form 1040-X has been adjusted to allow for printing of hyphens and other special characters.

Arkansas Update 44

  • Individual Package:
    • The text of the check box "Do NOT Carry P & I to 1000V, filing instructions and client letter" has been changed to "Carry P & I to 1000V, filing instructions and client letter" to accurately reflect the check box's functionality. The help field for this check box has been updated to include the outdated text reference and clarify that the amounts will indeed carry to the locations specified.

Wisconsin Update 35

  • Fiduciary Package:
    • The difference between Wisconsin and federal depreciation is now correctly computed on Form 2, Schedule A, as an addition when the state depreciation is lower than the federal amount.

New Jersey Update 36

  • Corporation and S Corporation Packages:
    • An update allows New Jersey CBT extensions to be e-filed.

Hawaii Update 20

  • Individual Package 
    • Part II, "Credit for Child and Dependent Care Expenses" of Schedule X, Tax Credits for Hawaii Residents, will now be produced as expected for part-year residents with expenses incurred in Hawaii.

Pennsylvania Update 30

  • Individual Package: 
    • Overpayment amounts for PA Local returns are now carried forward as intended to next-year's PA Local return.

New York Update 28

  • Corporation Package:
    • Due to decoupling from CARES Act provisions, NY will use Pre-CARES Act values when applicable from:
      • 1120, line 18, interest expense 163j 30% limitation
      • 1120, line 20, when qualified improvement property is present - Line 28, TI before NOL and special deductions
      • Schedule L, line 10A/B - Schedule L, line 15, column "D"
  • S Corporation Package:
    • NY State decoupled from the CARES act provisions of depreciation on Qualified Improvement Property, and the 50% Section 163j investment interest expense limits; NY City does not conform to the QIP provision. Drake Tax uses Pre-CARES Act values when they apply for:
      • 1120S, line 13, 163J 30% interest limitation
      • 1120S, line 14, when QIP is present
      • 1120S, line 21 (Schedule K line 1)
      • 1120S, Schedule K, lines 2, 3A, 3B, 3C,
      • Schedule L, line 15, column "D"
      • Schedule M-2, line 15, 16, and 21,
  • S Corporation and Corporation Packages:
    • The correct amounts for the second, third, and fourth quarter estimates from the Estimated Tax Worksheet for Corporations (NYCTES) for Form NY CT-3 will now be printed on the federal client result letter and the Estimate Summary. This is a cosmetic change only and the calculation of estimates is not affected.

New Jersey Update 37

  • S Corporation Package:
    • Question 13, "Does the taxpayer own or lease real or intangible property in New Jersey?" on page 2 of NJ CBT-100S, is no longer answered both "Yes" and "No," and question 14, "Does the taxpayer have payroll in New Jersey?" is now answered correctly.

Montana Update 51

  • Individual Package:
    • EF Message 0133 is now generated if a negative number is entered in the override field on MT screen 2, line 7, "Other payments including extensions," helping prevent a DRKPARSE for "Secondary element is invalid based on its datatype."

New Jersey Update 38

  • Corporation Package:
    • An update prevents reject DRKParse for element “ReturnState.”

Pennsylvania Update 31

  • Individual, Corporation, S Corporation, and Partnership Packages: Philadelphia:
    • EF Message 0029 has been added to the program, preventing e-file for prior-year Philadelphia Forms BIRT, Business Income & Receipts Tax, and NPT, Net Profits Tax.
    • EF Message 0087 has been added to the program, preventing e-file for prior-year Philadelphia Form SIT, School Income Tax.

General Update 75

  • General program updates

Idaho Update 29

  • Individual Package:
    • The following lines regarding the Idaho Adoption Expense Credit are no longer limited to the Adoption Credit amount on federal Form 8839, Qualified Adoption Expenses:
    • Part B, line 12, "Adoption expenses," of Form 39R, Resident Supplemental Schedule - Part B, line 10, "Adoption expenses," of Form 39NR, Part-year Resident and Nonresident Supplemental Schedule - Line 18, "Farm Income," of the Idaho Filing Requirements (IDWK_REQ), has been updated to include data from line 7, "Gross farm rental income," of federal Form 4835, Farm Rental Income and Expenses.

Ohio Update 44

  • Individual Package:
    • The taxpayer's full SSN will now be printed on the Ohio School District Reason and Explanation of Corrections form. Prior to this update, the last two digits were not printed.

Kentucky Update 30

  • S Corporation, Partnership, and Fiduciary Packages:
    • EF Message 2025 is now generated when the selected "State" on item F of federal screen K1 does not match the "Resident state" on federal screen 1, preventing reject "SK1PTE-0004."
    • This update prevents reject "DRKPARSE" on element "Name."
  • Fiduciary Package:
    • Return Note 119 is now generated when changes from the Cares Act Legislation could require adjustments to the KY return. 
  • Partnership Package:
    • Return Note 119 is now generated when changes from the Cares Act Legislation could require adjustments to the KY return. 
  • S Corporation Package:
    • Return Note 121 is now generated when changes from the Cares Act Legislation could require adjustments to the KY return. 
  • Corporation Package:
    • Return Note 121 is now generated when changes from the Cares Act Legislation could require adjustments to the KY return.

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