17054: 2021.01.15 - Drake20 Updates

Arizona Update 3

• Individual Package:
  • The Head of Household qualifier name is required for AZ Individual mail forms, even if the person in claimed as a dependent. The HOH Qualifier name will now be printed for dependents over 18 whether disabled or students.
  • EF Message 0037 will no longer be generated when the information is correct.
• Fiduciary Package:
  • When the balance due and refund are both "$0 (zero), the state requires "0" to be printed in the balance due line, preventing the parse error, element 'Form1411' requires 'BalanceDue' element," on Form 141, AZ Fiduciary Income Tax Return.
• Partnership Returns:
  • The partner's percentage of Profit Share "Beginning of the year" will now be transmitted in its entirety. Prior to this update, only the first character of the percentage was being transmitted in XML. The printed number is correct.
  • Form 165, AZ Partnership Income Tax Return, will no longer receive a parse error for the "element 'SchPartnrInfo'.

Iowa Update 3

• Individual Package:
  • When taking the standard deduction on the federal return and and itemizing deduction on the IA return, amounts from line 14 of IA Schedule A, Itemized Deductions, no longer appear on line 24 of Form IA 1040, Iowa Individual Income Tax Return.

Montana Update 2

• Individual, Corporation, Partnership, and Fiduciary Packages:
  • The following forms have been updated and are available for printing:
    • Form-CT, Corporate Income Tax Payment Voucher
    • Form ETM, Enrolled Tribal Member Exempt Income Certification/Return
    • Form FID-3, Income Tax Return for Estates and Trusts
    • Form-IT, Individual Income Tax Payment Voucher
    • Form-PR, Partnership Tax Payment Voucher
    • Schedule K-1 (Form FID-3), Beneficiary's Share of Income (Loss), Deductions, Credits, etc.
• Individual Package:
  • The Montana Individual package has been approved for e-file.
  • Line 2, "Pension, Annuity, and IRA income," on the Partial Pension, Annuity, and IRA Income Exemption worksheet, and line 34, "Federal taxable Tier II Railroad Retirement benefits...," on the Subtractions Schedule of Form 2, Individual Income Tax Return, now produce the expected amount.
    
• Corporation, S Corporation, and Partnership Packages:
  • General program updates to conform to the latest MT tax laws and regulations.
    
• Partnership and S Corporation Package:
  • The amount of Mobile Home Park Exemption will now carry to Form PTE, line 16a.
  • When there is a segmented Disregard Entity on Form PTE Schedule VII, it will not be added into the number of Disregard Entities included with the return.

New Hampshire Update 3

• Fiduciary Package:
  • Form BT-Summary, Business Tax Return Summary, is now available for e-file.
    

New Jersey Update 1

• Individual Package:
  • The following forms have been updated for the 2020 tax year:
    • NJ-2210, Underpayment of Estimated Tax by Individuals, Estates, or Trusts
    • NJ-2210NR, Underpayment of Estimated Tax By Nonresident Individuals
  • A check box has been added to NJ screen 2 regarding line 58, "New Jersey Income Tax Credit," of Form NJ-1040, Resident Income Tax Return, for certain taxpayers between the ages of 21 and 24 who are eligible for the NJEITC but not the federal EIC.

General Update 8

• General program update.
  

General State Update 4

• General state program update.
  

West Virginia Update 2

• Individual Package:
  • The following forms have been approved:
    • IT-140
    • IT-140V
    • IT-210
    • Schedule A,
    • Schedule F
    • Schedule FTC-1
    • Schedule HEPTC-1
    • 4868
    • Schedule M
    • RECAP
    • Schedule UT