17178: 2021.04.02 - Drake20 Updates

Federal Update 20

• General program update.

California Update 21

• Individual Package:
  • Amended returns with a balance due, for which the original return had a refund, can now be paid using direct debit.
  • Select EF Messages have been updated to prevent reject "F3853-005."
  • Lines 11-23 of Form 3849, Premium Assistance Subsidy, will now calculate as intended when a second shared policy allocation is entered on CA screen 3895.
  • An update prevents reject "F3849-110", "F3849-050", "F3849-100", "F3849-120", and "F3849-090."
  • Select EF Messages have been updated to prevent a parse error for element "CAForm3532" when an invalid marital status is entered on line 1 of CA screen 3532.
  • The Annual Federal PTC Amount Worksheet ("CA3849_D") will no longer include a federal PTC amount when line 5, "Household income as a percent of the federal poverty lines," of CA Form 3849, Premium Assistance Subsidy, is greater than 400%.
  • Select EF Messages have been updated to prevent a parse error for element "PolicyAllocation" when a 0% policy allocation has been entered on CA screen 3895.

Connecticut Update 8

• Individual Package:
  • Form CT-706/709, CT Estate and Gift Tax Return, was updated to remove EF Message 0025, which was being generated in error.
  • CT screen COMP, Tax Return Comparison, was updated to include the Head of Household filing status.
  • Line 27 of Schedule CT-1040AW, Part-Year Resident Income Allocation, was updated to allow the $300 charitable contribution from federal Form 1040, U.S. Individual Income Tax Return.

District of Columbia Update 18

• Individual Package:
  • The correct extended due date will now be printed in the client results letter and filing instructions for returns that previously had the "Out of the country and a U.S. citizen or resident" check box marked on federal screen EXT.
  • An update prevents the following reject: DCD40-0023 - "FormD40, Line 18 'DCTaxableIncome' must equal Line 17 'DCDeductionAmt' subtracted from Line 15 'DCAGIAmt'." Line g, "DC itemized deductions," of Calculation D, "DC Itemized deductions for part-year DC residents," on DC-40 Worksheet, Standard and Itemized Deductions: Calculations C, D, and F (DCDF_WK) will now be limited to a nonnegative number. Return Note 46 will now indicate the limitation when overrides would have previously produced a negative deduction on line 17, "DC Deduction amount," of Form D-40, Individual Income Tax Return. Prior to this update, a negative number flowing to line 17 in the background would have caused line 18, "DC taxable income: Subtract Line 17 from Line 15," to appear to be the sum of line 15 and line 17 instead of the difference of line 15 and line 17.
  • "Your daytime telephone number" will now be printed in full in the "Personal information" section of Schedule H, Homeowner and Renter Property Tax Credit. Prior to the update, the last two digits were not being printed.
  • A check box to "Agree to receive 1099G Electronically" was added at bottom of DC screen B.
  • EF Message 0058 was rewritten to clarify how to generate Form D-40B, Nonresident Request for Refund.

Delaware Update 9

• Individual Package:
  • The due date for Individual DE returns has been extended to 5/17/2021.
  • All charitable contributions amounts and foreign tax paid will now flow as intended from federal Schedule A to DE Forms PIT-RSA, Resident Schedule A - Itemized Deductions, and PIT-NSA, Non-Resident Schedule A Itemized Deductions.
  • Forms 200-01, Delaware Individual Resident Income Tax Return, and 200-02, Delaware Individual Non-Resident Income Tax Return, will no longer include spouse unemployment amounts when the DE filing status has been overridden to MFS on a MFJ return.

1041 Update 25

• General program update.

Georgia Update 11

• Individual Package
  • A parse error on the element 'FinancialTransaction' has been resolved on GA amended returns.
  • EF Message 0060 now requires the proper number of rotations to be entered on line 1 of Part 12 on GA screen CR2 when the Community Based Faculty Preceptor Credit is being claimed, preventing a parse error on element 'NurseOrAssistant.'
  • The Calculation Results window will no longer display a green check for GA Form 500, Individual Income Tax Return, when EF Message 0057 is present.

1040 Update 36

• "AMENDED" will now be generated as expected across the top of an amended Form 1040-NR.
• The IRS has adjusted its business rules to allow payments to be made, without penalty, up until May 17, 2021.
• EF Message 5299 will no longer be generated when a requested payment date between April 16, 2021 and May 17, 2021 (June 15, 2021 for TX, OK, and LA filers affected by the February winter storms) has been entered on federal screen PMT.
• EF Message 2522 has been added to the program and will now be generated when there is a federal PMT screen but no "Requested payment date" has been entered.

Indiana Update 12

• Individual Package:
  • EF Message 0007 now prevents reject 1099R-021 on Form IT-40, Individual Income Tax Return.
  • The IT-40/IT-40PNR Unemployment Compensation Worksheet now excludes UCE on line 1 of the IT-40 and IT-40PNR sections.
  • The "Due Date" on the Indiana Post Filing Coupon now reflects the new filing due date of May 17, 2021.
• Corporation Package:
  • EF Message 0103 now prevents reject RHS-024 on Form IT-20, Indiana Corporate Adjusted Gross Income Tax Return.
  • EF Message 1009 is no longer generated when box Q on IN screen 1 is selected when creating a multi-state return.
  • Requiring the FEIN be entered on the RCP screen has resolved a parse error on element "FEIN" for Form IT-20, Indiana Corporate Adjusted Gross Income Tax Return. 
• Fiduciary Package:
  • Form IT-41ES, Fiduciary Payment Voucher, is now generated when Schedule Composite or Schedule Composite - COR is present in the return.

Louisiana Update 14

• Pursuant to the LA DoR extending filing deadlines for taxpayers affected by February severe winter storms, the due date of June 15, 2021 will now be reflected in the client result letter and filing instructions for all LA returns.
• EF Message 0186 has been added to the program and will now be generated when there is an active state PMT screen but no "Requested payment date" has been entered. 

1065 Update 24

• General program update.

New Mexico Update 6

• S Corporation and Partnership Packages:
  • If line 3, "Tax withholding from the PTE, passed to owners," exceeds line 2, "Total withholding," NM reject 5010, "Line 3, Withholding tax passed to owners must not exceed line 2, total withholding," is generated. Review your entries for Form PTW-D, Pass-Through Entity Withholding Detail Report (NM41367). If the values are correct, complete NM screen 373, explaining the reason for the overpayment. Mail the return, along with the application for refund, to the NM TRD at the address listed on the application.

General Update 34

• General Program Update

1120 Update 23

• General program update.

Rhoda Island Update 12

• Individual Package:
  • Any amount of unemployment compensation exclusion included on line 8, "Other income," of federal Schedule 1 will now be added back to line 2g, "Unemployment compensation received but not included in federal adjusted gross income," of RI Schedule M, Modifications to Federal AGI.
  • Valid amounts entered on federal screen 99G will be carried over automatically; no additional data entry is necessary.
  • Preparers with returns with Scituate Medical Savings Account modifications should continue to enter data as normal.
  • Return Note 35 has been added to further assist preparers with this update.

1120S Update 24

• General program update.

General State Programming Update 23

• Individual Package:
  • An update prevents reject "DRKPARSE" for element "ForeignCellPhoneNum."

990 Update 21

• General program update.

Utah Update 11

• Individual Package:
  • The amounts on line 17 of Utah Amended Return Information Sheet have been updated to be $14,879 if filing as Single or MFS, $22,318 if HoH, $29,758 if MFJ or SS.
  • The instructions at the top of Form TC-547, Individual Income Tax Return Coupon, will now be printed. Prior to this update, the instructions were omitted when the form was printed.
• S Corporation and Partnership Packages:
  • Tax-exempt interest will no longer be reported as "Utah other deductions" on UT Schedule K-1, Shareholder's Share of Utah Income, Deductions, and Credits.