17062: 2021.01.20 - Drake20 Updates

Arizona Update 4

• Individual Package:
  • The following forms have been updated to adhere to the latest AZ tax rules and regulations:
    • Form 321, Credit for Contributions to Qualifying Charitable Organizations
    • Form 322, Credit for Contributions Made or Fees Paid to Public Schools
    • Form 352, Credit for Contributions to Qualifying Foster Care Charitable Organizations
    • The list of codes has been modified for the following forms as per the AZ DoR:
    • Form 321, Credit for Contributions to Qualifying Charitable Organizations
    • Form 352, Credit for Contributions to Qualifying Foster Care Charitable Organizations
• Fiduciary Package:
  • EF Message 0801 is no longer generated for Form 141, Fiduciary Income Tax Return.
  • The fiscal year extended due date is now generated as intended for Form 141AZ EXT, Application for Filing Extension For Fiduciary Returns Only.

Idaho Update 2

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The default filing due date for calendar year filers has been updated to 04-15-2021 for individual income tax, corporate income tax, and partnership returns.
  • The default direct debit due date has been updated to 04-15-2021.

Illinois Update 5

• Individual Package:
  • The XML for the following lines on Step 3, "Figure your subtractions for Form IL-1040, Line 7," of Schedule M (Form IL-1040), Other Additions and Subtractions for Individuals, has been updated:
    • Line 13, "Contributions made to "Bright Star" and "Bright Deductions" College Savings Programs..." column C, 'Gift"
    • Line 20, "Contributions made to a qualified Illinois ABLE account.." column C, "Gift".
• Fiduciary Package:
  • IL EF Message 0205 has been updated.

Indiana Update 1

• The following forms have been approved and can be printed:
  • Form IT-40, Indiana Full-Year Resident Individual Income Tax Return
  • IT-40 Schedule 1, Add-Backs
  • IT-40 Schedule 2, Deductions
  • IT-40 Schedule 3, Exemptions
  • IT-40 Schedule 4, Other Taxes
  • IT-40 Schedule 5, Credits
  • IT-40 Schedule 6, Offset Credits
  • IT-40 Schedule 7, Additional Required Information
  • IT-40 Schedule CT-40, County Tax Schedule for Full-Year Indiana Residents
  • IT-40/IT-40PNR Schedule IN-DEP, Dependent Information and Additional Dependent Child Information
  • Schedule IN-EDGE, Economic Development for a Growing Economy Credit
  • Schedule IN-EDGE-R, Economic Development for a Growing Economy Retention Credit
  • IT-40/IT-40PNR Schedule IN-EIC, Indiana's Earned Income Credit - IT-40/IT-40PNR Schedule IN-529, Indiana's College Choice 529 Education Savings Plan Credit
  • Schedule IN-OCC, Other Certified Credits
  • Form IT-40PNR, Indiana Part-Year or Full-Year Nonresident Individual Income Tax Return
  • IT-40PNR Schedule A, Income or Loss/Proration
  • IT-40PNR Schedule B, Add-Backs
  • IT-40PNR Schedule C, Deductions
  • IT-40PNR Schedule D, Exemptions
  • IT-40PNR Schedule E/Schedule IN-PRO, Other Taxes/IN-PRO
  • IT-40PNR Schedule F, Credits
  • IT-40PNR Schedule G, Offset Credits
  • IT-40PNR Schedule H, Residency Information/Additional Required Information
  • IT-40PNR Schedule CT-40PNR, County Tax Schedule for Part-Year and Full-Year Indiana Nonresidents
  • Form IT-9, Application for Extension of Time to File
  • Form IT-40X, Indiana Amended Individual Income Tax Return
  • Form IT-40RNR, Reciprocal Nonresident Indiana Individual Income Tax Return
  • Form SC-40, Unified Tax Credit for the Elderly
  • Form IT-20, Indiana Corporate Adjusted Gross Income Tax Return
  • Schedule IT-20FSD, Foreign Source Dividend Deduction Schedule
  • Schedule IT-20NOL, Corporate Income Tax Indiana Net Operating Loss Deduction
  • Schedule IT-20PIC, Disclosure of Intangible Expense and Directly Related Interest Expense
  • Schedule IT-2220, Penalty for Underpayment of Corporate Income Tax
  • Form IT-6, Indiana Corporate Estimate Voucher
  • Schedule 8-D, Schedule of Indiana Affiliated Group Members
  • Schedule M, Alternate Adjusted Gross Income Tax Calculation
  • IT-20/20S/20NP/IT-65 Schedule E, Apportionment of Income for Indiana Schedule E-7, Apportionment for Interstate Transportation
  • IT-20 Schedule F, Allocation of Non-business Income and Indiana Non-Unitary Partnership Income
  • Form IT-20S, Indiana S Corporation Income Tax Return
  • Form IT-65, Indiana Partnership Return
  • IT-20S/IT-65, Schedule IN K-1, Shareholder's/Partner's Share of Indiana Adjusted Gross Income, Deductions, Modifications and Credits
  • Form IT-41, Fiduciary Income Tax Return
  • Form IT-41ES, Fiduciary Payment Voucher for Estimated Tax, Extension or Composite Payment
  • IT-41 Schedule IN K-1, Beneficiary's Share of Indiana Adjusted Gross Income, Deductions, Modifications and Credits
  • Schedule Composite-COR, Composite Indiana Adjusted Gross Income Tax Return for Corporate Entities
  • Schedule Composite, Entity's Composite Indiana Adjusted Gross Income Tax Return
  • Form POA – 1, Power of Attorney
  • Schedule IT-20REC, Indiana Research Expense Tax Credit
  • Form GA-110L, Claim for Refund

Kansas Update 2

• Corporation Package:
  • EF Messages will be generated when the date the entity began business in Kansas is not formatted as MMDDYYYY, resolving the following reject DRKPARSE for element "DateBeganInState".
  • If no date is entered in the field for “Date Began In KS,” the program will use the date of incorporation from federal screen 1. 
• Corporation, S Corporation, and Partnership Packages:
  • KS Business packages, including Forms K-120 and K-120S schedules and worksheets, have been approved for e-file.
• Fiduciary Package:
  • EF Message 0088 prevents e-file and the following reject DRKPARSE for element "TaxYear" when the tax year entered on KS screens 59 and 59D is not in formulated as a four digit year.

Kentucky Update 1

• Individual Package:
  • e-File has been approved and activated for the following forms: 
    • Form 725, Single Member LLC Individually Owned Income and LLET Return.
    • Form 740, Individual Income Tax Return Residents Only. 
    • Form 740-NP, Individual Income Tax Return Nonresident or Part-Year Resident.
    • Form 740-NP-R, Income Tax Return Nonresident-Reciprocal State. 
• S Corporation Package:
  • The state, city, and ZIP code on Form NPL, City Net Profit License Fee Return, are now generated as expected.
• S Corporation and Partnership Packages:
  • The following forms have been updated to the latest version: 
    • Form PTE, Pass-Through Entity Income and LLET return.
    • Schedule K (Form PTE), Pass-Through Entities with Economic Development.
    • Schedule K-1 (Form PTE), Owner's Share of Income, Credits, Deductions, etc.

Detroit Update 2

• Corporation Package
  • The filing instructions and mailing address for Form DT 5299, City Corporate Income Tax E-file Annual Payment Voucher, will now be produced on the voucher.

Minnesota Update 1

• Individual Package
  • Form WFC, Working Family Credit, will now use current-year earned income when the federal individual return is using prior-year earned income to calculate the federal Earned Income Credit. 
  • To prevent a parse error on element 'Submission', when entering direct deposit information for Form M1PR, Homestead Credit Refund (for Homeowners) and Renter's Property Tax Refund, preparers must now select "A" or "PR" from the "State/city selection" drop list on screen DD. The "MN" selection will no longer be allowed for Form M1PR direct deposits.
  • A parse error on the element 'FirstName' has been resolved on returns with a dependent first name that is longer than 16 characters.

General State Program Update 6

• The filing instructions and mailing address for Form DT 5299, City Corporate Income Tax E-file Annual Payment Voucher, will now be produced oh the voucher.