Menu

Search

Knowledge Base


17156: 2021.03.11-20 - Drake20 Updates


Drake20 Update Notes

2021.03.11-20 - Drake20 Updates

 

Federal Program Update 16

  • An update allows federal Form 6781, Gains and Losses from Section 1256 Contracts and Straddles, with an adjustment on line 4 that offsets the entire gain or loss on line 3, to be e-filed.

Colorado Update 9

  • Individual Package
    • An update prevents the following DRKPARSE error:
      • "The 'http://www.irs.gov/efile:NetOverpayment' element is invalid - The value 'X,XXX' is invalid according to its datatype. The string 'X,XXX' is not a valid Integer value."
    • The e-file program for Form DR 0158-I (individual extension) has been updated to the latest version released by the CO DoR.
    • EF Message 1029 will no longer be generated when CO Form 104X, Amended Colorado Individual Income Tax Return, is e-filed.
  • Partnership and S Corporation Packages:
    • Calculation of the "Business Interest Expense Deductions addback," for line 4 of Form DR-0106, Composite Partnership and S Corporation and Composite Nonresident Income Tax Return, has been corrected.

1041 Update 19

  • EF Message 5787 will now be generated as appropriate when code “951,” “965,” or “RIC” is selected from the “Country” drop list on federal screen 1116.

1040 Update 28

  • EF Message 5656 will now be generated if two Forms 5695, Residential Energy Credits, are present in the return and the SSNs are the same, preventing reject F5695-002.
  • A program update prevents a parse error on Form 8615, Tax Computation for Certain Children Who Have Unearned Income. (ParentTaxableIncomeAmt)
  • Forms 965, 965A, and 8833 are now available, and the watermark has been removed.
  • A program update prevents a parse error on Form 2555, Foreign Earned Income. (IRS2555)
  • EF Message 5787 will now be generated as appropriate when code “951,” “965,” or “RIC” is selected from the “Country” drop list on federal screen 1116.
  • Excess real estate tax will now flow to line 16 of Schedule E.

Iowa Update 16

  • Individual Package:
    • EF Message 1017 now prevents a parse error for element 'referenceDocumentId.'
    • An update prevents a parse error for element 'FormIA100E.'
  • S Corporation and Partnership Packages:
    • Iowa's section 179 limitation now matches the federal limitation.

Kentucky Update 12

  • S Corporation Package:
    • Check boxes "LLC" and "Initial Return" on Section G of KY Form PTE, Kentucky Pass-Through Entity Income and LLET Return, will now be marked as expected.
  • S Corporation and Partnership Packages:
    • The "Name of Member" on page 5 of Form PTE, Kentucky Pass-Through Entity Income and LLET Return, will now be generated as intended when the "Signs Return" check box is marked on federal screen K1.
  • Corporation, S Corporation, and Partnership Packages:
    • An update prevents e-file reject DRKPARSE for element "http://www.irs.gov/efile:PresidentElectionDate."

Louisiana Update 10

  • Partnership Package:
    • EF Message 2004 will no longer be generated when "VARIOUS" is entered for the "Date acquired" on federal screen 8949 as "VARIOUS" is now a valid purchase date for LA Schedule I, Sales of Capital Assets.
    • LA Form 6922, Composite Partnership Return, is now available for e-file.
  • Corporation and S Corporation Packages:
    • The "Generate 620INS Only" check box has been removed from LA screen 620.
    • A parse error on element "NetTaxableIncome" has been resolved.

Maine Update 14

  • Individual Package:
    • Amended Form 1040ME will now be produced for e-file when selected.
    • EF Message 1138 will no longer be generated when not needed.

Minnesota Update 8

  • Partnership Package:
    • The full "Tax Year Beginning" date will now be displayed on MN Form KPC, Partner's Share of Income, Credits and Modifications.
    • An override field for "Ultimately Taxed Partner" has been added to MN screen KPC.
  • Individual Package:
    • The amended explanation will now be generated on page 2 of Form M1X, Amended Minnesota Income Tax, in all scenarios.
    • The text for line 4, "Distributions from IRAs and defined contribution plans related to Coronavirus to be repaid over extended time," of Schedule M1NC, Federal Adjustments, has been updated.
    • When line 24, "Total lines 1-23," of Schedule KSNC, Federal Adjustments, results in "0" (zero), a "0" will now be generated for line 24, preventing a parse error on "SchKSNC."
    • An amount less than "0" (zero) will no longer be calculated on line 4, "Enter your earned income," of MN Form 2441, Child and Dependent Care Expenses, when self-employment losses are on the return.

Missouri Update 21

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • EF Message 0026 has been added to the program and will now be generated when an invalid character is entered in the "Account ID" field on MO screen 108, preventing a parse error for element "AccountID."
  • Individual Package - Kansas City:
    • EF Message 0067 has been added to the program and will now be generated when the number of days entered on line 1, "Total days worked everywhere," on MO screen 109N exceeds the number of days in the current year, preventing a parse error for element "TotalDaysWorkedEverywhere."

Montana Update 14

  • Fiduciary Package:
    • EF Message 0120 has been added to the program and will now be generated when a "Type" has been entered for line 8, "Other income," on MT screen A but there is no "Amount," preventing a parse error on element "ScheduleAOtherIncome."
    • EF Message 0121 has been added to the program and will now be generated when a "Type" has been entered for line 9, "Other subtractions," on MT screen A but there is no "Amount," preventing a parse error on element "ScheduleBOtherSubtractions."
    • EF Message 0115 has been added to the program and will now be generated when either a description or amount is missing on line 8, "Other income," on MT screen 1, preventing a parseerror for element "OtherIncome."
  • Individual Package:
    • Form 2, Montana Individual Income Tax Return, will now be generated as expected when an override has been entered for line 10b, "Charitable contributions if taking the federal standard deduction," on MT screen 3.
    • Line 2, "Amount from line 1 you want applied to your 2021 estimated tax," on the Refund Schedule on page 2 of MT Form 2, Montana Individual Income Tax Return, can no longer be greater than the amount on line 1, "Enter your overpayment from page 1, line 27 or from the Status 2a Payment Schedule, line 4," preventing reject Form2-E105.

1065 Update 19

  • Form 965 is now available, and the watermark has been removed.

Oregon Update 9

  • Individual Package:
    • Only the active OR deduction method (standard deduction or itemized deduction) will now be used when populating the following:
    • OR screen COMP
    • OR-COMP worksheet, Three-year State Tax Return Comparison
    • Negative amounts can no longer be entered on line 7, "Oregon source wages," on OR screen 3.
    • Lines 8b, "Total Gross Income," and 18b, "Total Gross Income," of Form SP-2020, Combined Tax Return for Individuals, will now include the total of gross receipts from federal form 1099-NEC, Nonemployee Compensation, in the calculation.
    • Spouse OR pension amounts entered on federal screen 1099 with a "Pension Type" of "G" or "M" will now flow, as intended, toForm OR-ASC, Oregon Adjustments for Form OR-40 Filers, with a subtraction code of "307."
    • Only the final balance due or refund amount calculated on the Amended Worksheet ("OR AMD_WK") will now be used for OR amended returns, preventing a parse error for element "FinancialTransaction."
  • Partnership Package:
    • A "Form Type" drop list has been added to OR screen AP to indicate whether the data entered on the apportionment screen belongs to Form OR-TM, Tri-county Metropolitan Transportation District Self-employment Tax, or Form OR-LTD, Lane County Mass Transit District Self-employment Tax.
  • S Corporation and Partnership Packages:
    • An update prevents multiple Schedules K-1 with the same ID numbers from being double-counted when calculating the ownership total.
    • Extension information has been updated for OR filing instructions and the federal extension letter.

Pennsylvania Update 14

  • Individual Package:
    • An update prevents a parse error on the element "Spouse."
    • EF Message 244 has been added to the program, preventing a parse error for invalid elements according to the datatype "SSNType."
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • PA screen "OPT" has been renamed to "PDF."
  • S Corporation Package:
    • A spelling error has been corrected on PA screen 1190.
  • Corporation Package:
    • A red "X" will now be displayed on the calculation results window when there is an EF Message present for Form PA REV-853 returns ("PA 853-EXT"). 
  • S-Corporation and Partnership Packages:
    • Form PA-20S/PA-65, PA S Corporation/Partnership Information Return, will now be marked as an initial return whenever one of the following conditions is met: 
      • The check box "First year as an S corporation" (1120-S) or "Initial return" (1065) is marked on federal screen 1 
      • The date entered in the "Date activity began in PA" field on PA screen 1 falls within the current tax year.

1120 Update 18

  • An "Election 172(b)(3)" section has been added to federal screen J, used for selecting the appropriate election year to forego the NOL carryback under Rev. Proc 2020-24. Making a selection will produce the required statement for completing the election.
  • In accordance with the CARES Act, a new field for designated disaster relief charitable contributions has been added to federal screen DED.
  • Form 965 is now available, and the watermark has been removed.

Rhode Island Update 8

  • Multiple Packages:
    • The following forms have been approved for printing by the RI Division of Taxation:
      • RI Schedule CR for RI-1041, Other Rhode Island Credits
      • RI Schedule M for RI-1041, RI Modifications to Federal Total Income
      • RI Schedule W for RI-1041, Rhode Island W-2 and 1099 Information
      • RI-1041V, Fiduciary Income Tax Return Payment
      • RI-1065V, Rhode Island Partnership Tax Payment Voucher
      • RI-1096V, Pass-through Withholding Return Payment
      • RI-1099PT, Rhode Island Pass-Through Withholding vouchers
      • RI-4868PT, Pass-through Withholding Extension Payment
      • RI-8736, Fiduciary Income Tax Return Extension Payment

1120S Update 19

  • Form 965 is now available, and the watermark has been removed.

General State Programming Update 17

  • General program update.

990 Update 16

  • General program update.

Tennessee Update 6

  • Individual, Partnership, and Fiduciary Packages:
    • The following adjustments have been made to determine the correct net amount for reporting on Schedules A, Taxable Dividends and Interest, and B, Non-Taxable Dividends and Interest, of Form INC 250, Individual Income Tax Return:
    • The amount entered on line 13, "Bond premium on tax-exempt bonds," on federal screen INT will now be subtracted from the amount entered on line 8, "Tax-exempt interest."
    • The amount entered on line 5, "Market discount," on federal screen OID will now be added to the amount entered on line 1, "Original issue discount."
    • The amount entered on line 6, "Acquisition premium," on federal screen OID will now be subtracted from the amount entered on line 1, "Original issue discount."

Texas Update 3 

  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
    • The Texas taxpayer ID number will now be generated on the following worksheets:
      • TXZROWK, Texas Zero Due- pg 12-16 Franchise Tax Instructions
      • TXCGSWK, Texas Costs of Goods Sold
      • TXDEDWK, Texas Total Revenue Exclusions
      • TXWAGEWK, Texas line 15 Wages and Cash Compensation

West Virginia Update 8

  • individual Package:
    • Line 22, "Total adjustments," column A, "Amount from federal return," of WV Schedule A, Nonresidents/Part-Year Residents Schedule of Income, will now include the amount from line 10b, "Charitable contributions if you take the standard deduction," of federal Form 1040. 
    • The sales and used tax rates have been updated as follows for WV Schedule UT, West Virginia Purchaser's Use Tax Schedule:
      • 1%: Barboursville, Buckhannon, Capon Bridge, Ellenboro, Hundred, Hurricane, Logan, Montgomery, Morgantown, New Martinsville, Ravenswood, Ripley, Shinnston, Wardensville, and White Hall 
      • 0.5%: Moorefield (until 06/30/2021); 1% beginning 07/01/2021 
  • S Corporate and Partnership Packages:
    • Form WVPTEES, West Virginia Estimate Income Tax Payment Voucher for S Corporations and Partnerships, has been updated to the most recent version provided by the state. 
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • WV Schedule AFTC-1, Alternative-Fuel Tax Credit, has been approved for filing.

Alabama Update 9

  • Partnership Package:
    • EF Message 0177 now prevents business rule reject SK1-AL65-004 when the entity EIN matches the ID number of an owner's Schedule K-1. 
    • Screen links "InvCr" and "InvCR" have been added to AL screen K1 screen for use in tracking carryover on nonresident composite members Investment credit.
  • S Corporation Package:
    • The program will no longer print a duplicate Form BPT-V, Business Privilege Tax Voucher, when AL PPT screen EXT screen (from AL screen PPT, click "Ext" tab) is used to generate an extension for Business Privilege Tax.

District of Columbia Update 14

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The following changes have been made for printing Form D-2848, Power of Attorney and Declaration of Representation:
    • The preparer's information will now be printed when the "Use preparer info" check box is marked on federal screen 2848. 
    • The firm's information will now be printed when the "Use firm info" check box is marked on federal screen 2848.
  • Corporation and S Corporation Packages:
    • Line 5, "DC apportionment factor," on Schedule F, "DC apportionment factor," on page 4 of Form D-20, Corporation Franchise Tax Return, will now be printed, as expected, when an unused DC screen SR is present.
    • The Balance Due amount being paid with extension Form FR-120, will now be displayed in Calculation Results window, the filing instructions, and the client results letter.
  • Individual, Partnership, and Fiduciary Packages:
    • Line 2, "DC apportionment factor," on Schedule F, "DC apportionment factor," on page 4 of Form D-30, Noncorporate Business Franchise Tax Return, will now be printed, as expected, when an unused DC screen SR is present. 

Florida Update 6

  • Corporation Package:
    • Due dates have been updated for FL Form 1120, Florida Corporate Income/Franchise Tax Return, fiscal year returns.

Georgia Update 7

  • Individual Return:
    • The Retirement Income Exclusion will now be calculated as expected when the taxpayer or spouse turns age 65 on January 1, 2021.
  • Partnership Package:
    • Form 700ATT, Partner Listing Attachment, will now be printed as expected when Form NRATT, Georgia Nonresident Composite Return Partners and Shareholders Information, is present in the return. 
    • Item U of Form 700, Partnership Tax Return, will now include only the representative's name. Prior to this update, the representative's title was also included. 
  • S Corporation Package:
    • EF Message 0129 will now be generated to prevent filing of the GA return when the federal PRNT screen is used to create a federal extension. 

Illinois Update 13

  • Individual Package:
    • Updates now prevent parse error, "'NoUBADisbursementCdSubmit' element is invalid."
    • Updates prevent parse error, "Sch1299CAdoptionTable' has invalid element - 'PreviouslyClaimedCredit'."
  • Corporation, S Corporation, Partnership, and Fiduciary Packages: 
    • Updates prevent parse error, "'NetLossDeduction' element is invalid. Value was either too large or too small for NonNegativeInteger." 
  • S Corporation Package:
    • IL screen 99I3, "1299-1 Tax Credit Worksheet 3," has been updated. 

Kansas Update 8

  • Individual Package:
    • EF Message 0168 now prevents reject DRKPRSE for "TaxYear" on Form K-59, High Performance Incentive Program Credits. 
    • EF Message 0167 now prevents reject DRKPRSE for 'CurrentYrAdoptionCredit.'
  • S Corporation and Partnership Packages:
    • An update prevents KS reject 54, "XML PDF Mismatch," by preventing duplicate PDFs from being generated.

Massachusetts Update 10

  • Individual Package:
    • An update allows taxpayers with no current-year income to carry over federal EIC based on prior-year income.
    • An update prevents MA reject for rule FNRPY-1324, "Line 13b cannot be negative," on MA Schedule B, Interest, Dividends and Certain Capital Gains.
    • EF Message 0304 will no longer be generated for filers of MA Schedule SC, Septic Credit, in their final year of a carryforward. 
  • Partnership Package:
    • Line references on MA Return Note 006, regarding interest, dividends, and royalty income, have been corrected.
  • Fiduciary Package:
    • An update prevents MA reject F2-032 and F2-033 by factoring in "Bond Premiums on Treasury Obligations" for 1099-INT Government Interest on MA Schedule B, Interest Dividends and Certain Capital Gains.

Maryland Update 15

  • Individual Package:
    • The member number on MD Schedule K-1 will no longer be generated twice.
  • S Corporation and Partnership Packages:
    • An update prevents MD reject "HEADER-00190-010." 
    • Data entered in the override field for "Distributive or pro rata share allocable to Maryland (Nonresidents/Residents)" on MD screen SCHB will now be printed as expected. 

Michigan  Update 11

  • Individual Package
    • EF Message 0154 prevents MI Form 5678, Michigan Signed Distribution Statement for Joint Owners of Farmland Development Rights Agreements, from being e-filed if an expiration date prior to the current tax year is entered. This update prevents reject 540. 
    • Data now flows from Form 1099-NEC to Schedule W, Michigan Withholding Tax Schedule, Table 2, "Michigan Tax Withheld Reported on 1099 Forms."
    • Data now flows from federal Form 1099-Misc and Form 1099-NEC to Form 5121, City of Detroit Withholding Tax Schedule, Part 1, "City Tax Withheld." 
    • Form 4884, Michigan Pension Schedule, line 8, "Retirement and pensions," will now automatically be reduced by retirement plan rollovers, as indicated on federal screen 1099. 
    • When the return filing status is Married Filing Joint and one spouse is a dependent of another and MI income is $1500 or less, the exemption amount on line 9f of Form MI-1040, Michigan Individual Income Tax Return, will be totaled correctly, resolving reject 98. 

North Carolina Update 10

  • Individual Package:
    • EF Message 113 has been added to the program and will now be generated when spouse part-year residency dates are entered on NC screen 1 with a filing status of "MFS" selected, preventing a parse error on element "PrtYrResSpouse" for Form D-400, Individual Income Tax Return.
    • EF Message 0053 will no longer be generated as long as any type of valid phone number is entered on federal screen 1.
  • S Corporation Package:
    • When a shareholder's "Phone number" is entered on federal screen K1E, and the check box "Signs return" is also marked, a phone number will no longer have to be entered on the federal PIN screen when the payment method is direct debit.
  • Partnership Package:
    • EF Message 0226 has been added to the program, preventing reject NCD403-1155 for Form D-403, Partnership Income Tax Return. 

Ohio Update 17

  • Individual Package:
    • The amount of "Net income (loss)/Rents received" entered on OH screen WKSB will no longer be doubled when "99M" is selected from the "Federal Schedule" drop list.
    • An update prevents reject OH-PIT-056 and OH-IT1040-113.
    • Additional lines have been added to the Ohio School District Earned Income Calculation worksheet.
  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • An update prevents reject F27-SCHY-613 and F27-FORMINCOME-310.
    • An update prevents reject DRKPARSE for element "TaxpayerPIN", "CurrentMailingAddress.",
    • Vouchers for Form 27, RITA Net Profit Tax Return, will now be generated as expected when the federal return has been previously accepted.
  • S Corporation and Partnership Packages:
    • The intended entity type will now be generated on Form IT-K1.
  • Fiduciary Package:
    • Form IT 1041, Fiduciary Income Tax Return, can now be e-filed when a federal amended return is included in the transmission.

South Carolina Update 7

  • Individual Package 
    • A program crash has been resolved when the resident state on federal screen 1 is "PY" and option "R" has been selected in the field "PY Residents, enter 'R' to be taxed as a full year resident" on SC screen 1.

Virginia Update 4

  • All Packages:
    • An entity type code of "NZ - Non Profit Organization" has been added to the following locations: 
      • (Individual & Fiduciary) Line B, "Entity Type," VA screen VAK1
      • (S Corporation & Partnership) Line B, "Entity Type," VA screen K1
    • An entity type code of "NP - Non-Profit Corporation" has been added to the "Type Code" drop list under the "Entity Information" section on VA screen 1 for the VA corporation package.
    • Forms VA-8879, Virginia Individual Income Tax e-File Signature Authorization, and VA-8453, Virginia Individual Income Tax Declaration for Electronic Filing, will no longer be generated when there is no active federal PIN screen.
  • Corporation, S Corporation, and Partnership Packages:
    • The following updates have been made to Forms 500, Virginia Corporation Income Tax Return, and 502, Pass-Through Entity Return of Income and Return of Nonresident Withholding Tax:
    • The full four-digit ZIP code extension will now be printed.
    • The printing alignment for the address field has been adjusted to allow the maximum number of allowed characters. 
  • S Corporation and Partnership Packages:
    • When federal gross receipts equal zero ("0") and the multi-factor apportionment method is being used, a value of zero will now be generated on line 2c, "Sales Factor," column B, "Virginia," for Schedule 502A, Pass-Through Entity Allocation and Apportionment of Income, preventing EF Message 1062 from being triggered. 
    • EF Message 0104 has been added to the program and will now be generated when the "Date operations began in VA" entered on VA screen 1 is invalid, preventing a parse error for element "DateOperationBeganInVA."
  • Individual Package:
    • Reject SchA-005, for nonresident filers whose VA filing status differs from the federal filing status, has been resolved.

Alabama Update 10

  • Partnership Package
    • The amount of "Other increase (decrease)" from the Partner's Capital Account Analysis of federal Schedule K-1 will now be included in the "Current year increase (decrease)" on line 8 of AL Schedule K-1, Owner's Share of Income, Deductions, Credits, etc.

Arizona Update 15

  • Partnership Package:
    • The program now uses the rounding partner to adjust Schedule E, Arizona Partner Information, Column (f), "Distributive Share of Amount" to equal the amount on line 5, page 1, of Form 165. 
    • The entity type listed on the AZ Schedule K-1 for residents and Schedule K-1(NR) for nonresidents has been updated. When the type of entity is an IRA, the resident Schedule K-1 now lists the type of entity as a "Trust" and the nonresident Schedule K-1(NR) lists the entity as an "IRA." 
    • The e-file program has been updated to prevent the parse error, "PrtnrIdNum' element," when the partner does not have an identification number and "FOREIGNUS" is entered as the ID number. 
    • Invalid characters will now be removed from the organization's name on Form 335P Credit for Contributions to School Tuition Organizations -Distribution to Corporate Partners, preventing parse error 'Sch1Name.' 
    • When a partnership is not a multistate partnership, and is "wholly" an AZ partnership, Schedule K-1(NR), Arizona Nonresident and Out-of-State Partner's Share of Income and Deductions, all income on the Schedule K-1(NR) will now be included in the "Arizona source income" column. 
    • The "Other Income" percentage from the federal Schedule K-1 will now flow to AZ Schedules K-1 when there is a "Special Allocation" on the federal return. 
    • AZ screen K1 now allows the preparer to enter the "End of year" profit, loss, and capital ownership" when a "Special Allocations" screen is used on federal screen K. This percentage adjusts the "Distributive Share of Income/Loss" listed on Form 165, page 3, Schedule E "Partner Information," column (f) "Distributive Share of Amount on Page 1, line 5." 
  • S Corporation Package:
    • The "Force Print Form AZ-120SK1" on AZ screen 120S is now marked "reserved." The check box was no allowing the program to properly designate AZ 120S Schedule K-1 as "Resident" or "Nonresident." 
  • Individual Package:
    • The program no longer uses the cents when amounts flow to Form 301, AZ Nonrefundable Individual Tax Credits and Recapture, preventing the parse error, "CtrbChrtyPrvdAstWrkgPor' element.".
    • EF Message 148 requires the landlord's first and last names on AZ Form 201, Renter's Certificate of Property Taxes Paid, preventing a parse error on the element 'LandlordName.' 
    • EF Message 150 now allows only one AZ Form 201, Renter's Certificate of Property Taxes Paid, to be e-filed with a return. 
    • Decimal values (cents) in the credit amounts no longer flow to Form 301, AZ Nonrefundable Individual Tax Credits and Recapture, preventing the parse error 'CtrbPrvtSchlTuitOrg.' 
    • The following codes have been added or adjusted for Form 321, Credit for Contributions to Qualifying Charitable Organizations,
      per the Arizona DoR:
      • AZ 321 Changes:
      • 20041 Verde Valley Sanctuary
      • 20044 Area Agency on Aging, Region One, Inc.
      • 20231 Feeding Matters
      • 20258 The Miracle League of Arizona
      • 20326 Community Alliance Against Family Abuse
      • 20350 Aid to Women Center
      • 20372 Time Out, Inc.
      • 20373 Teen Challenge of Arizona, Inc.
      • 20397 Olive Branch, New Beginnings, Inc.
      • 20473 United Cerebral Palsy Association of Central Arizona
      • 20482 House of Ruth Pregnancy Care Center
      • 20490 Chap Corporation dba Chap Ministries
      • 20492 Maggie's Place Inc.
      • 20498 Sierra Vista Volunteer Interfaith Caregiver Program
      • 22298 Genesis Program Inc., dba Genesis City
      • 22301 MeHug
      • AZ352 QFCO changes
      • 10007 Arizona Baptist Children's Services (Rio Vista/Casa de Amor)

Arizona Update 16

  • Partnership Package:
    • AZ 165 page 3 ,Schedule E Column F, Distributive Share of Amount on Page 1, Line 5, will now calculate the distributive share for each partner using 6 digit precision as federal.

California Update 17

  • Individual Package:
    • Program updates prevent CA Return Notes 1070, 1071, 1072, and 1073 from being generated when direct-debited estimated tax payments are included with the CA return. 
    • Updated EF Messages prevent a parse error for element 'USAddress' being invalid when a period (.) is entered in the "state" field of the "Business Information" section on CA screen EIC. 
    • Updates prevent a parse error for element 'ApplicableHouseholdMembers' having invalid child element when an SSN is entered in the "SSN" field of CA screen 3853, but no name entered.
    • Updates prevent a parse error for element 'IHSSPayments' being invalid when a negative amount has been entered on line 8, "W-2 Income excluded per Notice 2014-7," of federal screen 3. 
    • Updated EF Messages prevent a parse error for element 'SoleOwnerConsent' having an invalid child element when no name or address has been entered for the sole owner on CA screen INFO. 
    • Updates prevent an incorrect EF Message for reserved fields on screen 3895 when Shared Policy Allocation information is entered on CA screen 3895. 
  • Multiple Packages:
    • Updates prevent a parse error for element 'EscrowCompanyName' being invalid when invalid characters are entered in the "Escrow Business Name" field of CA screen 593.
    • Updated EF Messages prevent a parse error for element 'BuyerTransferee" having incomplete content when no valid address has been entered on the "Buyer Info" tab of CA screen 593. 
    • Updates prevent a parse error for element 'SSN' being invalid when a tax identification number containing hyphens is entered in the "ID" override field of the "Seller Info" tab of CA screen 593. 
    • Updated EF Messages prevent a parse error for element 'Preparer' having invalid child element when no preparer name is entered on CA screen 593. 
    • Updated EF Messages prevent a parse error for element 'SpouseRDP' having incomplete content when a spouse's name but no spouse's ID has been entered in the "Buyer Info" tab of CA screen 593.
    • Updates prevent a reject for elements 'RealEstateAndOtherCAWithholding' and 'WithheldFromSeller' being invalid when negative amounts are present on Form 593 lines 29 and 36.

Colorado Update 10

  • Individual Package:
    • An update prevents the following "DRKPARSE" error: "The 'http://www.irs.gov/efile:NonFarmBusinessIncome' element is invalid - The value '- XXX' is invalid according to its datatype. 'USAmountPosType' - Value '-XXXX' was either too large or too small for PositiveInteger."
    • Data flow functionality for line 11, "Enter income from line 10 that was earned during that part of the year you were a Colorado resident and/or was earned on property located in Colorado," of Form104PN, Part-Year Resident/Nonresident Tax Calculation Schedule, has been updated, preventing erroneous inclusion of income sourced in states other than CO. 
    • An amount entered into the "Overpayment applied from 2019" field for CO on the federal ES screen will now flow as intended to the "Overpayment Applied to Next Year" line of the CO COMP screen. 
    • An update prevents CO reject "20-104-082" by producing an EF Message when a full-year nonresident of CO attempts to claim the Child Care Expenses Credit, the COEITC, or the Expanded Earned Income Tax Credit.
    • The drop list for "Filing status" on the CO COMP screen has been updated to include all individual filing statuses.
  • Partnership Package:
    • Guaranteed payments for services amounts for CO residents will no longer be included as part of the calculation for line 13, "Colorado-source Income of nonresident partners or shareholders electing to be included in this composite filing," of Form DR 0106, Colorado Partnership and S Corporation and Composite Nonresident Income Tax Return.
  • S Corporation and Partnership Packages:
    • An update prevents the following "DRKPARSE" error: "The element 'TaxPaidOtherStates' in namespace 'http://www.irs.gov/efile' has incomplete content." 

Delaware Update 7

  • Individual Package:
    • The State and Local Taxes limitation on line 5 of DE PIT-NSA, Non-Resident Schedule A Itemized Deductions, is now correctly calculated in all scenarios when line 5 is limited to $10,000. 
    • Form DE2210, Delaware Underpayment of Estimated Taxes has been updated and the watermark has been removed. 
  • S Corporation Package:
    • The Calculation Results window will now reflect the correct payment method when "direct debit" has been selected. 
  • Partnership Package:
    • Amounts entered in the overrides fields on DE screen K1 will now flow correctly to Form 300, Schedule K-1, Partner's Share of Income, regardless of the length of the name of the federal Schedule K-1. Prior to this update, if the length of the name on the federal K-1 exceeded 37 characters, overrides on DE screen K1 would not flow to the DE K-1.
    • Ordinary Income, Interest, and Guaranteed Payments on DE Form 300, Schedule K-1, Partner's Share of Income, will now default to amounts on the partner's federal Schedule K-1. Prior to this update, these amounts were always calculated based on the partner's percentage. 
  • City of Wilmington: 
    • Schedule D of Form WCWT-6, City of Wilmington Net Profits Tax Return, will now correctly reflect the sales price, sale date, and expense of sale. 

1041 Update 20

  • EF Message 3052 has been updated to prevent a parse error when a negative amount has been entered on line 15, "Insurance," on federal screen C. (InsuranceAmt)
  • The adjustment fields for "Qualified business income allocable to cooperative payments" on screens F and C will now accept negative entries.
  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)

Florida Update 7 

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Additional county property appraiser names and addresses have been validated for FL Form DR-405, Tangible Personal Property Tax Return.

Georgia Update 8

  • Partnership Package
    • A parse error on element 'Sch4' has been corrected.

Hawaii Update 4

  • Individual Package:
    • The amount of state taxable refund from federal Schedule 1, line 1 will now flow to line 9 of WK_STR, HIN-11 State Tax Refund Worksheet. 
  • Individual and Partnership Packages: 
    • Line numeration on HI screen K1 has been updated to align with Schedule K-1 (Form N-20), Partner's Share of Income, Credits, Deductions, Etc. 
  • Partnership Package:
    • Section 179 depreciation expense attributable to HI will now function as intended on the following forms:
    • Line 13, "Expense deduction for recovery property (IRC sec. 179)," on Schedule K-1 (Form N-20), Partner's Share of Income, Credits, Deductions, Etc. 
    • Line 13, "IRC section 179 expense deduction," on Schedule K, Partners' Pro Rata Share Items, of Form N-20.
  • S Corporation Package:
    • Capital gain/loss sales that are not attributed to Hawaii will no longer be generated on Schedule D (Form N-35), Capital Gains and Losses and Built-in Gains. 
    • EF messages have been added to prevent a parse error on "Purchases" when a negative amount has been entered on line 2 of Schedule A, Cost of Goods Sold, of Form N-35, S Corporation Income Tax Return. 

1040 Update 29

  • Form 2441 is no longer produced when no credit is allowed because the taxpayer's AGI is "0" (zero). 
  • Combat pay amounts entered in box 14, "Other" (instead of box 12) with a code of "Q" on federal screen W2 no longer flow to the main return, preventing an e-file reject. (NontxCombatPayElectionAmt)
  • EF Message 3052 has been updated to prevent a parse error when a negative amount has been entered on line 15, "Insurance," on federal screen C. (InsuranceAmt) 
  • The adjustment field for "Qualified business income allocable to cooperative payments" on screens F, C, and 4835 will now accept negative entries. 
  • Form 8621 is now available, and the watermark has been removed. 
  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)
  • State depreciation will no longer be calculated on assets when the method "NDA" (Non-Depreciable Asset) is selected from the "State" drop list on screen 4562.

Illinois Update 14

  • S Corporation and Partnership Packages:
    • Data entry input for line 52u, "Other Credits," on IL screens ILK1 and K1P is now permitted. An entry in this field will generate EF Message 0103, preventing the return from being e-filed, but the return may still be paper-filed.

Indiana Update 9

  • Corporation Package:
    • The ERO's EFIN will now be displayed as expected on Part III "Declaration of ERO/Preparer/Transmitter," of Form IT-8879C, Declaration of Electronic Filing. Prior to this update, the ERO's FEIN was printed. 
  • Individual Package:
    • Line 7, "Prior year's tax," of Schedule IT-2210, Underpayment of Estimated Tax By Individuals, will now be calculated at a rate of 110% when the IN prior-year AGI is greater than $75,000 (MFS) or $150,000 (MFJ).
  • The complete SSN of the spouse will now be displayed as intended on the Post Filing Coupon ("INPFC_V"). 
    • EF Message 1218 will no longer be generated when box 13, "State/Payer's state identification no.," of federal Form W-2G, Certain Gambling Winnings, is blank or contains an ID number belonging to a state other than Indiana. 
    • Line 10b, "Charitable contributions if you take the standard deduction," of federal Form 1040 will now flow to line 6, "Other Add-Backs," with a code number of "120" on Schedule 1 (Form IT-40), Add-Backs. The state of Indiana has decoupled from this provision.
    • When the taxpayer elects to pay the amount of tax due on his/her Qualified 2020 Disaster Retirement Plan Distributions (federal Form 8915-E) over the course of three years, two-thirds of the qualified distribution will now flow to line 6, "Other Add-Backs," with a code number of "120," of Schedule 1 (Form IT-40), Add-Backs. The state of Indiana has decoupled from this provision. 
  • S Corporation Package: 
    • The EF status displayed on the Calculation Results window of the Indiana return will no longer overwrite the EF status of the row above it when IN e-file has been suppressed on the "State e-File Override" section of federal screen EF. 
  • All Packages:
    • The "Township" and "County" will now be displayed as intended on Section I of Form 102, Farmer's Tangible Personal Property Assessment Return. 

Kansas Update 9

  • Partnership Package:
    • An update prevents KS reject 54, "XML PDF Mismatch," by preventing duplicate PDFs from being generated.

Kentucky Update 13

  • S Corporation Package:
    • An update prevents reject "DARKPARSE" for element "http://www.irs.gov/efile:MethodAndConvention" when the value "M" is selected from the "Method" drop list on federal screen 4562. 
  • S Corporation and Partnership Packages:
    • An update prevents e-file reject "DRKPARSE" for element "ApportionmentAndAllocationContSheet" in namespace "http://www.irs.gov/efile." 
    • An update prevents e-file reject, "DRKPARSE" for element "http://www.irs.gov/efile:SpecialAllowance" when filing Form KY4562, Depreciation and Amortization. 
  • Corporation, S Corporation, and Partnership Packages:
    • An update prevents Forms PTE, Kentucky Pass-through Entity Income and LLET Return, and 720, Kentucky Corporation Income Tax and LLET Return, from being e-filed when federal Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, is selected for e-file.

Louisiana Update 11

  • Partnership Package:
    • "Other increase (decrease)" amounts in Section L of federal Schedule K-1, Partner's Share of Income, Deductions, Credits, etc., will now be included in the amount on LA Form IT-565, page 2, Schedule C, "Reconciliation of partners' capital accounts," in the "Current year increase (decrease)" column. 
    • The extended due date for LA Form 6922, Composite Partnership Return, has been corrected. 
    • Zero apportionment for LA on the Multi-State Apportionment screen will no longer prevent e-file of the LA return. 
  • S Corporation Package:
    • LA no longer requires federal EF Messages to be cleared in order for LA returns to be e-filed when federal e-file is suppressed. 

Missouri Update 22

  • Partnership Package:
    • Line 10, "Net gain (loss) under section 1231," on Form MO-NRP, Nonresident Partnership Form, now allows an override of the apportionment percentage to be entered on MO screen N1, Parts 1 and 2.
  • Partnership and S Corporation Packages:
    • The filing instructions for Form MO-1NR, Income Tax Payments for Nonresident Individual Partner or S Corporation Shareholders, will now have the correct address: PO Box 555 instead of PO Box 3000. 
    • The filing instructions for Form MO-3NR, Partnership or S Corporation Withholding Redemption or Revocation Agreement, will now reference a mailing address of PO Box 3815.

Mississippi Update 9

  • Individual Package:
    • The calculation on “MS Tax Comparison” was updated to include the value of MS gross income for the current tax year. 
    • The calculation on line 45, “Taxable pensions and annuities," of Form 80-105, Resident Individual Income Tax Return, was updated to reflect MS conformity to IRS standard from the CARES act, to spread 1099-R taxable disaster distributions over three years.
  • S Corporation Package:
    • EF Message was added to disallow a value greater than $100,000 on line 4 of Form 84-131, Schedule K. 
  • Partnership Package:
    • An EF Message will be generated when a negative value is entered on the following lines of Form 84-132, Schedule K: 
      • Guaranteed payments, line 41, 4b, or 4c 
      • Dividends, line 6a, 6b, or 6c
      • Royalties, line 7
      • Unrecaptured section 1250 gain. line 9c

Montana Update 15

  • Partnership and S Corporation Packages:
    • EF Message 0033 now prevents an invalid entry in the date field of the "Formed in the state of" line on MT screen 1, preventing a parse error for "The 'StateFormedOn' element is invalid." 
    • EF Message 0089 now works as intended when a S corporation is one of the partners as a pass-through entity and no election has been made to either be included in a composite return, have withholding, or file a PT-AGR agreement. This update prevents reject "Form PTEK1-E2" for a missing partner election on MT Schedule K-1.
  • Individual Package:
    • New EF reject codes have been added by the MT DoR:
      • Form2-E133 - If filing status is 2a. Amount of Form 2, Line 10b, Column A + Form 2, Line 10b Column B combined is greater than $300.
      • Form2-E134 - Itemized Deductions Box is checked and there are no values on the Itemized Deductions Schedule, Line 19, Column A. 
      • Form2-E135 - Amount on Montana Subtractions Schedule Line 13. Column A is greater than Form 2, Line 1, Column A. 
      • Form2-E136 - Amount on Montana Subtractions Schedule Line 13. Column B is greater than Form 2, Line 1, Column B.
    • When code "J" is selected from the "TSJ" list on federal screen ES, and there is a net overpayment to be applied on Form 2 for the taxpayer and spouse, the amount of line 2 of the "Refund Schedule" on page 2 of Form 2 to be applied to 2021 estimates will not exceed the overpayment amount on line 1, preventing reject Form2-E105, "Refund Schedule Line 4 equals Amount on Refund Schedule Line 1 Column A minus Refund Schedule Line 2 Column A and Refund Schedule Line 3 Column A."

1065 Update 20

  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)

North Dakota Update 8

  • Individual Package:
    • EF Messages 0084 and 0086 have been added to the program, preventing a parse error for element "PlannedGiftMethod" on Schedule ND-1PG, Planned Gift Tax Credit. 
  • EF Message 0064 has been added to the program to prevent parse error "(281,6)" for element "QECFUND." 
    • The amount on line 18, "Nonprofit private primary school tax credit," of Schedule ND-1TC, Tax Credits, will now flow from line 14, "Nonprofit private primary school credit," of Schedule K-1 (Form 60), Shareholder's Share of North Dakota Income (Loss), Deductions, Adjustments, Credits, and Other Items. 
    • The amount on line 19, "Nonprofit private high school tax credit," of Schedule ND-1TC, Tax Credits, will now flow from line 15, "Nonprofit private high school credit," of Schedule K-1 (Form 60), Shareholder's Share of North Dakota Income (Loss), Deductions, Adjustments, Credits, and Other Items 

New York Update 17

  • S Corporation Package:
    • EF Message 1110 has been clarified, directing the preparer to federal screen PRNT in order to enter the date return is signed by the preparer. 
    • When the corporation is filing as an S corporation for the federal return, and a corporation in NY, data entered on override fields on NY screen EXTC will now flow as expected to the NYC_EXT (NY CT 5.4) extension.
    • When the corporation has no receipts at all, and the "No receipts..." check box is marked at the top of NY screen 5 (to mark the check box on Form CT-3-S, page 4, Part 3), the box on NY screen 6 for "Check this box if NY apportionment is zero" will be marked automatically. This causes Schedules K-1 to be calculated with zero NY apportionment. 
    • Punctuation entered in the "Address" and "City" fields on NYC screens 3L7 and 3L8, for page 5 of Form NYC-3L, will be suppressed for both Schedule G1 and Schedule G2, preventing parse error, "'http://www.irs.gov/efile:CityNm' element is invalid."
    • Any amounts for the state and city tax from the NY screen 3L3 or the fed screen ES will now be displayed accurately on page 2, line 2, of Form NYC-4S EZ. 
  • Corporation and S Corporation Packages: 
    • When a return is marked "Final," the program no longer calculates Mandatory First Installment (MFI) payments for next year on NY State Form CT-300, and NY City Form CI-300. - Forms NYCT3 and NYC2/NYC2S will no longer produce EF Messages requiring Forms NYCT300/NYC300 be completed or suppressed if the main form is marked as "Final." 
    • The first installment will no longer be calculated on page 3, line 30 of Form NYCT3S if the return is marked "Final." 
    • COVID-19-related special condition code "CV," and related screen help on NY screen 101 in the Corporation package and screen 3L1 in the S Corporation package have been removed from the program. 

New York Update 18

  • Individual Package:
    • A new screen "PYEI Prior Year Earned Income" has been created to capture the prior-year earned income for tax years 2019 and 2020. This screen will be used in tax year 2021 whenever prior-year earned income is used to calculate Forms IT-215, Claim For Earned Income Credit, or IT-209, Claim for Noncustodial Parent Earned Income Credit. 
  • Partnership Package:
    • Line 3a, "Tangible personal property owned - Totals," on Form Y-204, Yonkers Nonresident Partner Allocation, will now be multiplied by a factor of eight when the line 3a amount has been entered using NY screen 4. This change conforms with guidance received from the IT-204 instructions for Section 10, line 121a. 
    • Lines J4 and I4, "Current year increase (decrease)," on sections J and I of Forms IT-204-IP, New York Partner's Schedule K-1, and IT-204-CP, New York Corporate Partner's Schedule K-1, will now include adjustments from the line "Other increase (decrease)," on section L, Partner's Capital Account Analysis, of the federal Schedule K-1 (From 1065), Partner's Share of Income, Deductions, Credits, etc.
    • Form NYC-NOLD-UBTP, Net Operating Loss Deduction Computation, has been modified to conform with the 2020 version of the form, encompassing the following changes:
    • All post 2017 NOLs will now be limited to 80% of NYC taxable income from Schedule A, line 10, "Total before NOL deduction," of Form NYC-204. 
    • The NYC-NOLC carryback worksheet will now be limited to two years for qualified farmers only. 
    • EF Message 0657 will no longer prevent form NYC-204, Unincorporated Business Tax Return, from being e-filed when the NYCNOLP~ is present in the return. 
  • S Corporation and Partnership Packages:
    • Form IT-2659, Estimated Tax Penalties for Partnerships and NY S Corporations, has been modified to conform with the 2020 version of the form. The watermark "Still In Development" has been removed.

Ohio Update 18

  • Individual Package:
    • Additional lines have been added to the Ohio School District Earned Income Calculation worksheet. 
    • The address has been updated on OH RITA Form 10A, Application for Municipal Income Tax Refund.

Pennsylvania Update 15

  • S Corporation and Partnership Packages:
    •  Amount for "Meals" will now be rounded on PA Schedule E, Rent and Royalty Income (Loss) , in the same method as on the federal return. The "Other expenses" will now match.

1120 Update 19

  • Form 2220, Underpayment of Estimated Tax by Corporations, is now available, and the watermark has been removed. 
  • Form 7004 can now be e-filed when the PIN screen has not been completed.
  • Form 8903 is now available for use as a worksheet in cooperative returns, and the watermark has been removed.
  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)

Rhode Island Update 9

  • Individual Package:
    • Line "t" of RI Schedule M, RI Modifications to Federal AGI, will now be calculated using the correct dates of birth. Prior to this update, if the filing status of the return was qualifying widower, subtraction modification "t" would have calculated when the taxpayer was not eligible for the deduction. 

1120S Update 20

  • The "State/city selection" drop list on federal screen PMT was updated to help preparers select "PA." 
  • Form 2220, Underpayment of Estimated Tax by Corporations, is now available, and the watermark has been removed. 
  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)
  • A program update prevents parse errors associated with an invalid short-year reason code entered on screen YEAR. (Section 444 Election Terminated)

General State Update 18

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Updates add more county property appraiser names and addresses for Form FL 405 Tangible Property Tax Return.
  • S Corporation and Partnership Packages:
    • The correct mail-in address will now be displayed on Form MO-NR1, Income Tax Payments for Nonresident Individual Partners or S Corporation Shareholders, and in the filing instructions for Form MO-NR3, Partnership or S Corporation Withholding Exemption or Revocation Agreement.
  • Partnership Package:
    • Selected EF Messages have been updated to prevent a parse error for element "PIN" being invalid when a non-five-digit PIN is entered on federal screen PIN. (TaxpayerPIN)

990 Update 17

  • An EF Message prevents rejects associated with incorrect data entered on screen 63, Part XV Grants & Contributions Paid. (F990PF-041-02) 
  • An EF Message prevents parse errors associated with incorrect data entered on screen COMP, Compensated Officers/Contractors. (OtherEmployeePaidOver100kCnt)
  • An EF Message prevents parse errors associated with incorrect data entered on screen 21, Part I Revenue and Expenses. (CostOfGoodsSold)
  • EF Message 5443 has been updated to prevent a parse error when federal screen 4562 has an invalid "Date Acquired." (PlacedInServiceDt)

Vermont Update 7

  • S Corporation Package:
    • Header information (the partner's name, the "Recipient type," and the composite return check box) on Schedule K-1VT, Vermont Shareholder, Partner, or Member Information, will now be displayed as intended when the taxpayer is a nonresident of VT. 
  • Partnership Package:
    • An EF Message now prevents reject "Form 476-0292-010" when Form BI-476, Vermont Business Income Tax Return For Resident Only, is present in the return and there are one or more nonresident partners.

Wisconsin Update 12

  • Individual Package:
    • A parse error on the element 'EntityId' has been resolved for returns with a missing taxpayer's identification type.
    • Return Note 81 has been updated to reflect a new Schedule SB, Subtractions from Income.
  • Partnership Package:
    • A parse error on the element 'OtherAdditions' has been resolved for returns with an invalid description entered on WI screen K1. 
  • Fiduciary Package:
    • A parse error on the element 'FinalYearDeductions' has been resolved for returns with federal amounts missing from Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc.
    • A parse error on the element 'EstateOrTrustInformation' has been resolved for returns with incomplete address information. 
    • The foreign address for the beneficiary on Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc., now includes the foreign country. 

Arizona Update 17

  • Individual Package:
    • EF Message 157 has been added to the program and will now be generated when an invalid character is entered for the city on line 7, "Claimant's City, State, and Zip Code," of AZ screen 131, preventing a parse error on element "CityNm."
    • EF Message 162 has been added to the program and will now be generated when a state other than "AZ" has been selected from the "State" drop list on AZ screen 310, preventing a parse error on element "StateAbbreviationCd."
    • The "Requested payment date" on federal screen PMT will now default to "04/15/2021" (or, if after 04/15/2021, the current date) when "AZ" is selected from the "State/city selection" drop list.
    • Due to passage of the American Rescue Plan Act, EF Message 255 will now be generated when an amount that includes "UCE" (unemployment
      compensation exclusion) is populated on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income, unless the check box Show what federal and state returns would be without excluding any unemployment under the new ARPA rules has been selected on federal screen 99G. An update will be released once the AZ DoR releases official guidance regarding the exclusion.

California Update 18

  • Individual Package:
    • Line 8, "Other income," column D, "Total Amounts Using CA Law As If You Were a CA Resident," in Section B of Schedule CA (540NR), California Adjustments - Nonresidents or Part-Year Residents, has been updated to show the expected amount.
    • Federal unemployment compensation exception amounts will now be included on line 8f, "Other income - Other (describe)," column C, "Additions," in Section B of Schedule CA (540NR), California Adjustments - Nonresidents or Part-Year Residents. CA unemployment remains excluded from line 7, "Unemployment compensation," column B, "Subtractions."

Colorado Update 11

  • Individual Package:
    • CO has decoupled from the federal exclusion of the first $10,200 of unemployment benefits received that is mandated under the American Rescue Plan Act. An addback of the excluded amount has been incorporated into line 6 of Form CO 104, Colorado Individual Income Tax Return.

District of Columbia Update 15

  • Corporation and S Corporation Packages:
    • EF Message 0026 will now be generated when a negative amount is entered for line 26, "Other deductions," on DC screen 1, preventing reject "DCD20-0014": "FormD20, Line 27, 'TotalDeductions' must equal sum of Lines 12-26." 
  • Individual and Partnership Packages:
    • EF Message 1003 will no longer prevent e-file of Form D-40ES, Estimated Payment for Individual Income Tax. 
  • Individual Package:
    • EF Message 0120 will no longer be generated when a "Had coverage" check box is marked for a month on DC screen HSRZ, even if an "Exemption type" of "Z" is not selected. Any monthly "Had coverage" check box that is marked will now result in an exception code of "Z" on Schedule HSR, DC Health Care Shared Responsibility. 
    • Due to passage of the American Rescue Plan Act, EF Message 183 will now be generated when an amount that includes "UCE" (unemployment compensation exclusion) is populated on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income, unless the check box Show what federal and state returns would be without excluding any unemployment under the new ARPA rules has been selected on federal screen 99G. An update will be released once the DC Office of Tax and Revenue releases official guidance regarding the exclusion.

Delaware Update 8

  • Individual Package
    • The DE unemployment deduction has been updated to include only the amount of unemployment that has not been previously excluded on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income.

1041 Update 21

  • EF Message 2375 has been updated to prevent a parse error when an invalid "Date paid or accrued†has been entered on federal screen 1116, INT, or DIV. (ForeignTaxesPaidOrAccruedDt)

1040 Update 30

  • Form 5329 has been updated to the most recent version released by the IRS. 
  • The new Unemployment Compensation Exclusion worksheet, that computes how much unemployment is excludable from taxable income per the American Rescue Plan Act, has been implemented in Drake Tax. No additional entries are required; simply enter on box 1 of screen 99G the amount of unemployment received in 2020. The program produces a worksheet showing how much, if any, unemployment compensation is excludable from taxable income on the federal return. That amount appears as a negative number on Schedule 1, line 8, labeled "UCE."

1040 Update 31

  • The amount from line 7, "Capital gain or (loss)," of federal Form 1040 will now be included on line 1 of the Unemployment Compensation Exclusion worksheet ("Wks Exclusion").
  • EF Message 2375 has been updated to prevent a parse error when an invalid "Date paid or accrued†has been entered on federal screen 1116, INT, or DIV. (ForeignTaxesPaidOrAccruedDt) 
  • When a taxpayer is not itemizing deductions, and there is a rental property on federal Schedule E with personal use days, the intended amount of taxes will now flow to line 16, "Taxes," of Schedule E. Prior to this update, the amount on line 16 was occasionally greater than expected. 

Idaho Update 10

  • Individual Package:
    • EF Message 2004 has been removed from the program, allowing amended Form 40 returns (Individual Income Tax Return) to be e-filed. 
    • Due to passage of the American Rescue Plan Act, EF message 0005 is now generated when unemployment compensation has been deducted on the federal return. EF Message 0005 now prevents e-file of these returns unless the check box, “Show what federal and state returns would be without excluding any unemployment under the new ARPA rules,” has been selected on federal screen 99G. An update will be released once the ID DoR releases official guidance regarding the exclusion.

Kentucky Update 14

  • Individual Package:
    • Line 5, "Other additions," of Schedule M, Kentucky Federal Adjusted Gross Income Modifications, will now be calculated as expected when an amount is included on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustment to Income, with a description of "UCE," Unemployment Compensation Exclusion.
    • Line 16, "Other Income," column A, on page 4 of Form 740-NP, Kentucky Individual Income Tax Return Nonresident or Part-Year Resident, will now be calculated as expected when an amount is included on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustment to Income, with a description of "UCE," Unemployment Compensation Exclusion. 
    • Instructions have been added to Form 740V, Kentucky Electronic Payment Voucher. 
    • An update prevents an e-file reject on Forms 740, Kentucky Individual Income Tax Return, and 740NP, Kentucky Individual Income Tax Return Nonresident or Part-Year Resident, when EF Messages 2008 or 4562 have been generated for federal Form 1040-X, Amended U.S. Individual Income Tax Return. 

Massachusetts Update 11

  • Individual Package:
    • Due to passage of the American Rescue Plan Act, EF Message 0348 will now be generated when unemployment compensation is deducted on the federal return. This message page prevents e-file unless the check box “Show what federal and state returns would be without excluding any unemployment under the new ARPA rules” is selected on federal screen 99G. An update will be released once the MA DoR releases official guidance regarding the exclusion.

Maryland Update 16

  • Individual Package:
    • Due to passage of the American Rescue Plan Act, EF message 0255 is now generated when unemployment compensation has been deducted on the federal return. This message page prevents e-file of these returns. An update will be released once the Comptroller of Maryland releases official guidance regarding the exclusion.

Maine Update 15

  • Individual Package:
    • Due to passage of the American Rescue Plan Act, EF message 0083 is now generated when unemployment compensation has been deducted on the federal return. EF Message 0083 now prevents e-file of these returns unless the check box, Show what federal and state returns would be without excluding any unemployment under the new ARPA rules, has been selected on federal screen 99G. An update will be released once the ME DoR releases official guidance regarding the exclusion. 
  • S Corporation Package:
    • EF Message 0511, stating ME extensions are not eligible for e-file, will no longer generated when not needed.

Michigan and Cities Multiple Package Update 12

     

    • Individual Package
      • An EF Message will now be generated when the percentage of income or ownership entered on MI screen CR5 is greater than "100," resolving a parse error on element "OwnershipPercentage." 
      • MI Property and Heat Credit Forms MI-1040CR, MI-1040CR2, and MI-1040CR7 have been updated to exclude from "Alimony and other taxable income" on respective lines 20,19, and 25, the unemployment exemption enacted by the Federal American Rescue Plan Act in the calculation of Total Household Resources. 
    • Fiduciary Package:
      • An amount of "0" (zero) will now be generated on line 22, "2020 Amended Returns Only... Enter amount paid with original return," of an amended Form M1-1041, Michigan Fiduciary Income Tax Return, when no amount is entered in either the "Refund" or "Amount paid" fields on MI screen AMD, preventing reject "141." 
    • Cities Individual Package:
      • To prevent EF reject 852, an EF Message will be generated on Detroit returns when a payment is warehoused beyond the due date of the return.
      • Grand Rapids tax returns will now correctly carry the amount of capital gains exclusion to Form CF-1040, Line 7. Column B, in all scenarios.
      • Spouse information can now be produced on WK_COV, Covid Allocation Worksheet.
      • Forms CF-1040 and HU-1040 will now correctly account for the federal subtraction of unemployment income when calculating city unemployment exclusion. 
      • DT5118, line 34, Unemployment Compensation Subtraction, has been updated be reduced by the unemployment exemption enacted by the American Rescue Plan Act of 2021. 

    Michigan Cities Update 13

    • Individual Package 
      • Spouse information can now be produced on WK_COV, Covid Allocation Worksheet.

    Mississippi Update 10

    • Individual Package:
      • Federal unemployment compensation exclusion amounts will no longer be included on line 48, "Other Income," in the "Total Income From All Sources" column on page 2 of Form 80-205, Mississippi Non-Resident/Part-Year Resident Individual Income Tax Return. 
    • Corporation, S Corporation, Partnership, and Fiduciary Packages:
      • EF Message 0046 has been added to the program and will now be generated when no preparer phone number is provided and the return is not self-prepared, preventing reject "0009."

    Montana Update 16

    • S Corporation and Partnership Packages: 
      • "Other additions" with a code of "AZ" on line 1, "Montana Additions to Everywhere Income," of the Montana Adjustments Worksheet (page 9 of Form PTE, Montana Pass-Through Entity Tax Return) will now be generated as expected in the e-file transmission record, preventing a parse error on element "MTEverywhereAdditions." 
    • Individual Package:
      • Line 7, "Unemployment compensation," of the Montana Subtractions Schedule (page 5 of Form 2, Montana Individual Income Tax Return) will now be calculated based off of the amount of "UCE" (unemployment compensation exclusion) on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income, and the reduction of taxable state employment. 
      • Line 36, "Subtotal to figure taxable Social Security benefits," on the Montana Subtractions Schedule (page 5 of Form 2, Montana Individual Income Tax Return) will no longer be doubled when an entry has been made for line 33, "Partial retirement disability income exempt under 65," on MT screen SCH2, preventing reject "Form2-E119." 

    New York Update 19

    • Individual Package:
      • EF Message 0721 will now be generated when unemployment compensation has been excluded from line 8, "Other income," on federal Schedule 1, Additional Income and Adjustments to Income. A future update will be released once the NY DoTF releases official guidance regarding the exclusion. 
      • Federal EF Messages 2008, 2061, 3042, and 4562 will no longer prevent Forms IT-201-X, Amended Resident Income Tax Return, and IT-203-X, Amended Nonresident and Part-Year Resident Income Tax Return, from being e-filed.

    Ohio Update 19

    • Corporation and Partnership Packages:
      • Updates prevent reject DRKPARSE for element 'InvestorsShareOfOhioIncome.'

    General Update 31

    • Unemployment Compensation Exclusion Worksheet has been added to Setup > Pricing, item number 412, for the 1040 package.

    General State Programming Update 19 

    • Individual Package:
      • Line 3 of STWK_SSB will now exclude the amount of UCE (unemployment compensation exclusion) included in line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income. 
      • Line 8, "Other income," on CAWK_AGI will no longer include UCE (unemployment compensation exclusion) amounts in the "State" columns.

    Texas Update 4

    • Corporation, S Corporation, Partnership, Fiduciary, Tax-Exempt, and Estate Packages:
      • "TXOVFLOW" (State Supporting Statements) is now listed as "TX OVERFLOW STM" in View/Print mode.

    Virginia Update 5

    • Individual Package 
      • The VA unemployment deduction has been updated to include only the amount of unemployment that has not been previously excluded on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income.

    Vermont Update 8

    • Individual Package:
      • Due to passage of the American Rescue Plan Act, EF message 3 is now generated when unemployment compensation has been deducted on the federal return. This message page prevents e-file of these returns unless the check box, “Show what federal and state returns would be without excluding any unemployment under the new ARPA rules,” has been selected on federal screen 99G. An update will be released once the Vermont Department of Taxes releases official guidance regarding the exclusion.

    Wisconsin Update 13

    • Individual Package:
      • Due to passage of the American Rescue Plan Act, EF Message 202 is now generated when unemployment compensation has been deducted on the federal return. This EF Message prevents e-file of these returns unless the check box, “Show what federal and state returns would be without excluding any unemployment under the new ARPA rules,” has been selected on federal screen 99G. An update will be released once the WI Department of Revenue releases official guidance regarding the exclusion.
      • An EF Message now prevents reject F1-060 where a reason for an amendment is not entered on WI screen X and marked on WI Schedule AR. 

    1040 Update 32

    • EF Message 2536 has been updated to prevent a parse error when a negative amount has been entered in "Amount of traditional IRA converted to a Roth IRA" on line 16 of federal screen ROTH. (TotalIRAConvertedToRothAmt)
    • Wage income excluded due to Notice 2014-7 is no longer be included on line 8 of the IRA Deduction Worksheet - Schedule 1, Line 19 ("Wks 8606 IRA Deduction"). 
    • An EF Message prevents rejects due to a negative entry for unemployment benefits on screen 3 or screen 99G.
    • EF Message 2516 is no longer generated when there are two qualified disaster distributions entered on federal screen 915E and the distribution total is more than $100,000. 
    • EF Message 3041 is now generated when negative amounts are entered in non-negative fields in federal screen X, preventing a parse error. (QualifiedBusinessIncomeDedAmt) 
    • Form 8881 is now available in the 1040 package, and the watermark has been removed.

    Illinois Update 15

    • S Corporation Package:
      • EF Message 80 will now be generated when line 6, "All other items of income or loss that were not included," on Step 2 of Form IL-1120-ST, Small Business Corporation Replacement Tax Return, has a non-zero amount and there is no description on the "Identify" line, preventing reject "IL1120ST-3500-2."
      • EF Message 0178 will now be generated when attempting to file an IL extension if the dates relating to the fiscal year beginning and end, entered on federal screen 1, equate to a tax year of 51 weeks or less, preventing reject ILHeader-500-4. 
    • S Corporation and Partnership Packages:
      • EF Message 0169 will now be generated when an override is entered for line 54, "Pass-through entity payment," on the ILK1P page 2 tab of IL screen ILK1 that causes the amount in column J, "Pass-through withholding amount," on Section B of Schedule B, Partners' or Shareholders' Information, to not be equal to the difference of column H, "Pass-through withholding before credits," and column I, "Distributable share of credits." 
    • Individual Package: 
      • EF Message 0118 will now be generated when the amount of IL state tax withheld on line 5 of federal Form 1099-NEC is greater than the amount of federal tax withheld on line 4, preventing reject "1099NEC-6800-1."
      • EF Message 0011 will now be generated when there is more than one federal Form 1099-G per taxpayer or spouse. 
      • Due to passage of the American Rescue Plan Act, EF message 0113 is now generated when unemployment compensation has been deducted on the federal return. EF Message 0113 now prevents e-file of these returns unless the check box, Show what federal and state returns would be without excluding any unemployment under the new ARPA rules, has been selected on federal screen 99G. An update will be released once the IL DoR releases official guidance regarding the exclusion. 
    • Corporation, S Corporation, Partnership, and Fiduciary Packages:
      • Unverified fields will no longer prevent IL extensions from being e-filed.

    Kentucky Update 15

    • S Corporation Package:
      • An update prevents a "DRKPARSE" reject for element "http://www.irs.gov/efile:BusinessUsePercentage." 
    • S Corporation and Partnership Packages:
      • An update prevents the following reject on Schedule 720A, Apportionment and Allocation Continuation: "'SAC-0013' - Schedule A, Section C, Column D should be equal to Schedule A, Part I, Line 1." 
      • An update prevents the following reject on Schedule 720A, Apportionment and Allocation Continuation: "'SAC-0015' - Schedule A, Section C, Column E should be equal to Schedule A, Part I, Line 2."

    Minnesota Update 9

    • Individual Package:
    • Schedule M1W, Minnesota Income Tax Withheld, has been updated to allow more entries for withholding on Form W-2G, Gambling Income, preventing reject 0524. 
    • EF Message 0746 is no longer produced when one or more Forms 2020 KPI, Partners Share of Income, Credits, have a foreign address. 
    • 2020 Form M1PR, Homestead Credit Refund, can be e-filed when federal e-file has been suppressed or if the federal return has been filed and accepted. 
    • Taxpayers or spouses with two first names will now have their names printed correctly on Form M1, Individual Income Tax. Prior to this update, when a taxpayer or spouse had two first names, the second name was printed as a middle initial. 
    • Amounts for "Paycheck Protection Program loan forgiveness" on line 9 of Schedule M1NC, Federal Adjustments, amounts, now flow to line 14b of Schedule M1NR, Nonresidents/Part-Year Residents.
    • The MN portion of the federal unemployment compensation exclusion will no longer be included on Column B, line 8, "Other income" on Schedule M1NR, Nonresidents/Part-Year Residents.
    • The federal unemployment compensation exclusion amount from line 8 of federal Schedule 1 will now be included as an addition to MN income on Form M1NC, Federal Adjustments, line 7.
    • Partnership Package:
    • To prevent reject 282, adjustments for lines 9 and 16 of MN Form KPI, Partner's Share of Income, Credits and Modifications, are now required to be made on MN screen KPNC, "Federal Adjustments." 

    Nebraska Update 8

    • Individual Package:
      • The nontaxable portion of railroad retirement income will now be included in "Household income" for the Homestead Exemption. 
    • All Packages: 
      • An update prevents reject NE FPTC TotShareNEPropTxPdAmt (Column I) must equal the sum of the amounts in ShareNEPropTxPdAmt (line 7i)." 
      • An EF Message requires the entries to be corrected due to rounding of tax paid.

    Ohio Update 20

    • Individual Package:
      • Unemployment compensation exclusion included on line 8 of the federal Schedule 1 is no longer used to modify Ohio School District Earned Income on the Ohio School District Earned Income Worksheet. 
      • All OH-sourced income earned by the spouse on a Married Filing Jointly return is now calculated as taxable to Ohio when the spouse is a part- ear resident of a reciprocal state.
      • Return Note 068 describes the process of entering wages earned by a part-year resident of a reciprocal state.

    General Update 32

    • This update adds an option to bypass printing issues caused by the 3/9/21 Microsoft Windows update via Setup>Printing>Printer Setup> (F7) Options. Corrections include black boxes on forms, missing state images and barcodes, and missing check signatures.

    Vermont Update 9 

    • Individual Package:
      • EF Message 0003 will no longer be generated when the check box "Show what federal and state returns would be without excluding any unemployment" is marked on federal screen 99G. 
    • S Corporation and Partnership Packages:
      • The title for VT screen 473 has been updated to "VT-BI-473-Composite Schedule."

    West Virginia Update 9

    • Individual Package:
      • Due to the recently passed American Rescue Plan Act, line 53, "Other income deducted from federal adjusted gross income but subject to state tax," on Schedule M (Form IT-140), Modifications to Adjusted Gross Income, will now include up to $10,200 of the UCE (unemployment compensation exclusion), which appears on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income. If you would like to make changes, the user can go to the Schedule M screen, Line 53, "Other income deducted from fed AGI but subject to WV tax" and enter an amount. NOTE: The West Virginia DOR has recommended that WV returns or amended filings with unemployment compensation wait to file until further guidance has been issued. Once guidance is received from the West Virginia the software will be updated. 
      • Line 12, "Unemployment compensation insurance," column B, "All income during the period of WV residency," of Schedule A (Form IT-140), Nonresidents/Part-Year Residents Schedule of Income, has been updated to reflect the intended amount of WV unemployment.

    Arkansas Update 13

    • S Corporation Package:
      • The amount in the "Arkansas Schedule K-1, Line 14 (Other Deductions) Column B Attachment" worksheet (ARK1L14B) will now match the federal amount shown on the "Arkansas Schedule K-1 Line 14 (Other Deductions" Column A Attachment" worksheet (ARK1L14A) when the Schedule K-1 recipient is an AR resident. 
    • Individual, Corporation, S Corporation, and Partnership Packages:
      • The mail-to address has been updated on the following forms: 
        • AR1200-LLC, Annual LLC Franchise Tax Report
        • AR1200-C, Annual corporation Franchise Tax Report
    • Individual Package:
      • AR FAQ item "L" has been updated to match the "State "Codes" field help on federal screen 2 for valid AR entries. 
    • Corporation Package:
      • An update prevents parse error element, 'ReturnState.' 

    Federal Update 17

    • e-Sign is now available for Form 114A, Record of Authorization to Electronically File FBARs, when the FBAR is the spouse's only, and is the owner signing the form.
    • Multiple Packages:
      • Drake Tax will no longer calculate State Bonus depreciation on Maryland assets.

    District of Columbia Update 16

    • Corporation and S Corporation Packages:
      • Line 33, " Other income/deductions attributable to DC," of D-20, Corporation Franchise Tax Return, will now work as expected.

    1041 Update 22

    • Form 8881, Credit for Small Employer Pension Plan, is now available. The watermark has been removed.

    Georgia Update 9

    • Fiduciary Package:
      • A parse error on element 'ProvinceOrStateNm' has been resolved. 
    • Corporation Package:
      • The parse error on element 'Section5' has been resolved. 
    • Corporation and S Corporation Packages:
      • EF Message page 0024 will no longer be generated when the current day's date is entered on the PMT screen as the GA state requested payment date. 

    1040 Update 33

    • The unemployment compensation exclusion will now reduce the amount for "Child's unearned income" on line 1 of federal Form 8615, Tax for Certain Children Who Have Unearned Income. Prior to this update, all unemployment compensation was included on line 1. 
    • The amount of unemployment benefits excluded from income will now be included on line 3e, "Gross income from all sources," of federal Form 1116, Foreign Tax Credit.

    Iowa Update 17

    • Fiduciary Package:
      • EF Message 0017 is generated when producing Form IA-130, Taxes Paid to Another State, and neither a state nor a country has been selected from the "state" or "country" drop lists on IA screen 130.
    • S Corporation Package:
      • EF Message 0213 is generated when invalid years are entered on IA screen 1 for prior periods, preventing parse error (131,26).
    • Individual Package:
      • Worksheet IAOI will now reference IA1040, line 14, Code "M" values that flow from line 8 of federal Schedule 1.

    Massachusetts Update 12

    • Individual Package:
      • EF Message 0197 will now be generated when line 4, "Other income," on Schedule C, Massachusetts Profit or Loss From Business, is negative, preventing reject "F1-1060." 
      • Line comparison values for Form 1-NR/PY, Massachusetts Nonresident/ Part-Year Resident Income Tax Return, have been updated on EF Messages 0176 and 1199. 
    • Corporation and S Corporation Packages:
      • The intended dates will now be produced on line 14, "Enter the date of payment or the 15th day of the third month after the close of the taxable year, whichever is earlier," of Form M-2220, Underpayment of Massachusetts Estimated Tax by Corporations. 

    Missouri Update 23

    • Individual Package:
      • Negative amounts are now allowed on line 44, "Amended return total payments and credits," of Form MO-1040, Individual Income Tax Return - Long Form, preventing a parse error on element "AmendedPaymentsCredits."
      • EF Message 0068 will now be generated when a duplicate "Benefit #" is entered on MO screen TC, preventing reject "MO1040-0019." 
      • EF Message 0072 has been added to the program and will now be generated when a negative amount is entered on either line 42, "Amount paid on original return," or 43, "Overpayment as shown on original return," of MO screen X, preventing a parse error on elements "PaidOnOriginal" and "AmendedPaymentsCredits." 
    • Individual Package - Kansas City:
      • Earnings tax from Form RD-109, Wage Earner Return Earnings Tax, will now be considered fully withheld when the difference between wages and Kansas City local tax withheld falls within a margin of $1. 
    • S Corporation Package:
      • The "Shareholder's Share" percentage in column 4 on page 3 of Form MO-1120S, S-Corporation Income Tax Return, will now be rounded to the nearest whole number.

    Mississippi Update 11

    • Individual Package:
      • The intended amount of the Clergy Self-Employment Tax Deduction will now flow as intended to line 60, "Self-employment tax deduction," of Form 80-105, Mississippi Resident Individual Income Tax Return.
      • Amended Forms 80-150, Mississippi Resident Individual Income Tax Return, can now be e-filed.
      • The intended amount of gross income will now be generated on the Tax Comparison worksheet for Form 80-205, Mississippi Non-Resident/ Part- year Resident Individual Income Tax Return.

    1065 Update 21

    • Federal Form 8881 is now available, and the watermark has been removed. 

    New York Update 20

    • Fiduciary Package:
      • The following forms have been approved for e-file by the NYS DoTF:
        • IT-370-PF, Application for Automatic Extension of Time to File for Fiduciaries 
        • IT-2106, Estimated Income Tax Payment Voucher for Fiduciaries 
      • EF Message 2005 will no longer be generated when the above forms have been selected for e-file

    Pennsylvania Update 16

    • Individual, Corporation, S Corporation, and Partnership Packages:
      • A parse error has been resolved on element "UserEmailAddress" for Philadelphia forms when non-alphanumeric characters are entered for the taxpayer's email address.

    1120 Update 20

    • Federal Form 8881 is now available, and the watermark has been removed. 

    1120S Update 21

    • Federal Form 8881 is now available, and the watermark has been removed.

    South CarolinaUpdate 8

    • Individual Package 
      • Due to nonconformity with the American Rescue Plan Act of 2021, the amount of federal unemployment compensation exclusion on line 8 of federal Schedule 1, Additional Income and Adjustments to Income, will be added back to SC income on line 1e of Form SC1040, Individual Income Tax Return, or line 32 of Schedule NR, Nonresident Schedule.

    General State Programming 20

    • Arkansas:
      • Individual, Corporation, S Corporation, and Partnership Packages:
        • The mail-to address has been updated on the following forms:
          • AR1200-LLC, Annual LLC Franchise Tax Report
          • AR1200-C, Annual corporation Franchise Tax Report

    990 Update 18

    • General program update. 

    Tennessee Update 7

    • Individual Package:
      • TN 173 EXT may now be selected for e-file. 

    Wisconsin Update 14

    • Individual Package:
      • EF Message 202 has been removed from the program, as WI has issued guidance that it will not conform with the American Rescue Plan Act of 2021 regarding UCE (unemployment compensation exclusion).
      • The federal American Rescue Plan Act of 2021 (Public Law 117-2), signed into law on March 11, 2021, allows an exclusion of up to $10,200 of unemployment compensation on the 2020 federal income tax return. Wisconsin has ruled that it will not conform to this change, requiring that any UCE (unemployment compensation exclusion) reported on line 8, "ther income," of federal Schedule 1, Additional Income and Adjustments to Income, be reported as an addition to income on lines 2h, 2i, or 2j of WI Schedule I, Adjustments to Convert Federal Adjusted Gross Income and Itemized Deductions to the Amounts Allowable for Wisconsin. 
      • The amount on line 11d, "Other capital gains not taxable," of Schedule H, Wisconsin Homestead Credit, will now flow automatically from line 29d of Schedule WD, Capital Gains and Losses. 
      • The intended amount will now be reported on line 22, "Other adjustments," of Schedule M, Additions and Subtractions from Income, when line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income, is negative, resolving reject "F1NPR-651." 
    • Corporation Package:
      • Invalid state abbreviations can no longer be entered for the corporation address, preventing a parse error on element "State." 
    • S Corporation Package:
      • Line E, "Check if shareholder's Wisconsin amount is determined by apportionment," of Schedule 5k-1, Tax-Option (S) Corporation Shareholder's Share of Income, Deductions, Credits, etc., will now populate as intended when the check box "Shareholder/Partner is a Part year resident of WI" is selected on the "WI-K1 Part 1" tab of WI screen K1.
      • A parse error has been resolved for element "SchETOS" when Schedule 5K-1, Tax-Option (S) Corporation Shareholder's Share of Income, Deductions, Credits, etc., contains an invalid state or amount.
    • Fiduciary Package:
      • Line 11, "Final year deductions," column (a), "Distributive share items," of Schedule 2K-1, Beneficiary's Share of Income, Deductions, etc., will now use the intended description of "Excess deductions - Section 67(e) expenses" when a code of "A" is used for the federal Schedule K-1. 

    Alabama Update 11

    • Individual Package:
      • A drop list for "Disaster Relief Text" has been added to AL screens 1 and 3. 
      • The Charitable Contribution Deduction limitation on Worksheet 2 - Applying the Deduction Limits ("AL CCLMWK") has been updated to include charitable mileage and certain other contributions from federal Schedules K-1 in its calculation.
      • EF Message 0091 has been added to the program and will now be generated when a "Filing Status Override" for "Single" or "Head of family" is selected on AL screen 1 for federal returns with a filing status of Married Filing Jointly. 
      • Form 2210AL, Underpayment of Estimated Tax by Individuals, has been updated to the latest version, and the watermark has been removed.
      • The standard mileage rate listed on line 22 of Form AL2106, Employee Business Expenses, has been updated to 0.57 cents per charitable mile. No calculations are affected.

    Hawaii Update 5

    • Individual Package
      • Due to nonconformity with American Rescue Plan Act of 2021, the amount of federal unemployment compensation exclusion on line 8 of federal Schedule 1, Additional Income and Adjustments to Income, will be added back to HI income on line 10 of Form N-11, Individual Income Tax Return, and excluded from line 19 of Form N-15, Individual Income Tax Return Nonresident and Part-year Resident.

    Indiana Update 10 

    • Individual Package 
      • Indiana has announced that it will not be conforming with the American Rescue Plan Act's provision to exempt $10,200 of unemployment compensation. The UCE amount deducted on line 8, "Other income," of federal Schedule 1, Additional Income and Adjustments to Income, will be added back on line 6, "Other Add-Backs," with a code of 120 for Schedule 1 (Form IT-40), Add-Backs, and line 5, "Other Add- Backs," with a code of 120 on Schedule B (Form IT-40 PNR), Add-Backs.

    Michigan Update 14

    • Fiduciary Package:
      • Form MI-1041 Schedule NR, Fiduciary Nonresident Schedule, has been updated to limit amounts printed in the "Michigan" column to the amounts printed in the "Total" column on lines 1, 2, 10-16, and 18-22. 
    • Individual Package:
      • EF reject 835 has been resolved on credit-only filings of Form MI-1040CR-2, Homestead Property Tax Credit Claim for Veterans and Blind People.
      • A rounding error has been resolved on MI Schedule NR, Michigan Nonresident and Part-Year Resident Schedule, line 14 or 19, preventing reject 110. 
      • A description will now be printed for "other taxable income" on the following forms when an unemployment exclusion is being taken on the federal return and other income is also present. This will prevent an erroneous EF Message 0049 from generating: 
        • MI-1040-CR, Michigan Homestead Property Tax Credit Claim, line 20
        • MI-1040CR-2, Michigan Homestead Property Tax Credit Claim, line 19
        • MI-1040CR-7, Michigan Home Heating Credit Claim, line 25

    General State Update 21

    • The Adjusted Gross Income Worksheet (KYWK_AGI), has been adjusted to exclude the federal unemployment compensation exclusion from the "State" column on line 8, "Other Income," for taxpayers filing Form 740-NP, Kentucky Individual Income Tax Return, Nonresident and Part-Year Resident. 
    • Fiduciary Package:
      • A DRKPARSE error for element "TtlIncomPrYr" has been resolved for invalid characters entered in the "Total prior year income" field of federal screen SEC. 
    • Individual Package:
      • An update prevents IL reject IL1099NEC-3000-1. 
      • Illinois Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax (ILNR), has been added to the list of attachable .PDF forms for states with "Net Tax Paid to Another State."
      • An update prevents reject DRKPARSE with the element 'CityNm.'

    Virginia Update 6

    • Fiduciary Package:
      • When the check box "Final Return" is marked on Form 770, Virginia Fiduciary Income Tax Return," the check box "Final VK-1" will now also be marked, as intended, on the Beneficiary Schedule 770-VK-1. 
    • Individual Package:
      • A "DRKPARSE" error for element "ItemizeDeductAllocPercent" has been resolved; the allocation percentage can no longer be negative or exceed 100%. 
      • An invalid character will no longer be erroneously generated in the 20% override field in the current-year "Contribution Overrides" section on VA screen CC. 

    Also In This Category


    Details
    Article has been viewed 4.5K times.
    Last Modified: Last Year
    Options