17088: 2021.02.02 - Drake20 Updates

Illinois Update 8

• Individual Package:
  • EF Messages 42 and 43 are no longer generated when lines 2 and 3 of sections "Enterprise Zone Investment Worksheet" and "High Impact Business Investment Worksheet" of the IL 1299-I Worksheet, Income Tax Credits Worksheet, are blank.
  • IL-2060: Individual Package:
    • EF Message 2018 is now generated when the following conditions are met: 
      • "IL" is not selected in the "State e-File Override" section of federal screen EF. 
      • States other than "IL" are selected in the "State e-File Override" section of federal screen EF
      • Form IL-1040, Individual Income Tax Return, is present in the return.
  • EF Message 0125 is now generated when there is an entry for "Contribution Amount" on IL Screen COIL but no "Account Number" has been entered and the "Gift" check box is empty.
  • Data entered on line 6, "Business expense recapture (NonRes only)," of IL screen M now flows to Schedule M, Other Additions and Subtractions for Individuals, only if the return is for a nonresident.

Missouri Update 8

• Individual Package: Kansas City -
  • An update resolves a parse error for "The element "ReturnState' in namespace has incomplete content."

Mississippi Update 3

• Individual Package:
  • A Mississippi return will no longer be produced if the check box "All income and withholding is from MS Gambling - Suppress MS tax return" is selected on MS screen DEMO. 
  • Return Note 051 has been added to the MS Individual package and is now generated when "2 - Distributions was series of equal periodic payments" is selected from the "Pension Type" drop list on federal screen 1099 and either the taxpayer or spouse is younger than 59 1/2 years of age.
  • Form 80-106, Individual/Fiduciary Income Tax Payment Voucher, will no longer be generated if "direct debit" is the method of payment. 

Montana Update 6

• Individual Package:
  • A watermark is no longer generated across page 1 of Form 2, Individual Income Tax Return, when there is both a standard deduction and self- employment health insurance deduction taken in the return.
  • Amounts for columns a and b on line 10b, "Charitable contributions if taking the federal standard deduction 10b," of Form 2, Individual Income Tax Return, will now be calculated as expected when a filing status of "2a - Married filing separately on same form" has been selected from MT screen 1.
  • EF Message 0099 has been added to prevent a parse error for element "OtherDeductibleTaxes" when a description is entered for line 8, "Other deductible taxes paid," on MT screen SCH3, but no amount is entered.
• Individual and Fiduciary Packages:
  • The following forms and worksheets have been updated to the latest version and approved for printing:
    • FID-3 worksheets I and II, Credit for an Income Tax Liability Paid to Another State or Country
    • FID-3 Partial Pension, Annuity, and IRA Income Exemption Worksheet
    • Form EST-I, Interest on Underpayment of Estimated Tax by Individuals, Estates and Trusts
    • ESA worksheet, Estimated Tax Annualization Worksheet 
    • ESW worksheet, Montana Estimated Tax Worksheet
    • P & I worksheet, Late file penalty, late payment, and interest - Line 4
• Corporation Package:
  • EF Messages 0073 and 1126 have been updated to align with the latest parts I and II of Form CIT, Corporate Income Tax Return. 

Nebraska Update 3

• Individual, Corporation, S Corporation, and Partnership Packages:
  • An EF Message was updated to correct the automatic PDF attachment procedure for Form PTC, Property Tax Credit. 
  • Data entry screens pertaining to the Property Tax Credit (NE screens PTCB, PTCC, and PTCD) have been moved to the 'Credits' tab of the NE Data Entry Menu. 
  • The NE section of the client result letter and the NE filing instructions will now reflect that the return is being paper filed when the "Paper" check box is selected from "Filing Method Override for Letters and Filing Instructions" section of the COMM screen.
• All Packages:
  • A link to the NE DoR was added to NE screen PTCB.

Ohio Update 8

• Individual Package:
  • An update prevents reject "DRKPARSE" for element "W2LocalityInfo." 
  • Ohio CCA results are now generated on the client results letter as expected.
  • EF Message 0202 is now generated when an invalid state is selected from the "State of residence, if PY or checking the box above," drop list on OH screen 1.
  • Line 12, "Residents: Taxes Paid To Other Cities," of the Ohio Generic City Income Tax Return is now generated as expected.
  • Taxpayer and spouse can now electronically sign OH Form IT 1040, Individual Income Tax Return, and Form SD100, School District Income Tax Return.
  • The amounts of Ohio Generic City Estimated Taxes will now be printed in the client results letter.
  • Override amounts entered on the OH "Estimated Tax" screen (open OH screen GEN and click the "Estimated Tax" tab) will now be printed on the Ohio Generic City Estimated Tax Vouchers.
  • The following forms have been approved and can now be printed: 
    • RITA Form 37, Payment Voucher 
    • RITA Form 10A, Ohio CCA City Tax Form 
    • Ohio CCA, Schedule L Attachment - Schedule of Business and Rental Losses
  • The correct values will now be printed on the Ohio Generic City credit limit computation worksheets.

Pennsylvania Update 7

• Individual Package:
  • The mailing address for Lancaster has been updated, removing an extra digit from the P.O. box.
  • An update ensures that a Social Security Number is identified as such in the PA e-file record for federal Form 1099-NEC, Nonemployee Compensation, when the check box "SSN" is marked on federal screen 99N.
• Philly Individual-
  • The intended amount of overpayment is now generated on Form CLGS-32-3 (PA Local ES), [X] Quarter Estimated Local Earned Income Tax. This update affects only the printed, not transmitted, amount, so amending is not necessary.
• S Corporation and Partnership Packages:
  • An update improves the quality control analysis of e-filed information for Form PA-40-NRC, Nonresident Consolidated Income Tax Return.
  • Line 9c, "Unrecaptured section 1250 gain," of Schedule K will no longer flow to column (a), "Federal Income (loss)," on page 1 of PA Schedule M, Reconciliation of Federal-Taxable Income (Loss). As this update does not affect the return's bottom-line, amending is not necessary.

Rhode Island Update 3

• Individual Package:
  • This update prevents the following "DRKPARSE" errors:
    • The element "RIIndManTbl" has invalid child element "January"
    • The element "RIIndManTbl" has invalid child element "ExemptionNumber"
• Individual and Fiduciary Packages:
  • The following forms have been approved for printing by the RI Department of Revenue:
    • RI-1040, Resident Individual Income Tax Return
    • RI-1040NR, Nonresident Individual Income Tax Return
    • RI Schedule E, Exemption Schedule for RI-1040 and RI-1040NR
    • RI Schedule W, Rhode Island W-2 and 1099 Information
    • RI Schedule M, RI Modifications to Federal AGI
    • RI Nonresident Schedule II, Full Year Nonresident Tax Calculation
    • RI Nonresident Schedule III, Part-year Resident Tax Calculation
    • RI Schedule U, Individual Consumer's Use Tax 
    • RI Schedule CR, Other Rhode Island Credits
    • RI-1040V, Rhode Island Return Payment Voucher
    • RI Amended Supplement (Forms RI-1040 & RI-1040NR), Supplement to Individual Income Tax Return
    • RI-2210, Underpayment of Estimated Tax by Individuals, Estates
    • RI-1040 MU, Credit for Income Taxes Paid to Multiple States
    • RIIMAGI, Modified AGI Worksheet
    • RI-6238, Residential Lead Abatement Income Tax Credit
    • IND-HEALTH Worksheet, Individual Health Insurance Mandate Penalty
    • RI-2874, Employer's Apprenticeship Tax Credit