17199: 2021.04.20 - Drake20 Updates

District of Columbia Update 20

• Partnership Package:
  • Values for columns 6, "Net Loss DC Sources," and 7, "Net Income (or Loss) from Outside DC," will now be generated on Schedule J, Distribution and Reconciliation of Net Income (or Loss), of Form D-30, Unincorporated Business Franchise Tax Return.
• Individual Package:
  • An update prevents reject "DCD40-0013" by testing for and blocking an invalid entry for a Taxpayer Identification Number, such as nine zeroes.
  • EF Message 0183 has been removed from the program as per the District of Columbia's decision to conform with the Unemployment Compensation Exclusion (UCE) provision of the American Rescue Plan Act. As such, DC returns with a federal UCE amount may now be e-filed.

Hawaii Update 8

• S Corporation Package:
  • When the "Final Return" check box is marked "Yes" on HI screen DEMO, the "Final K-1" check box on Schedule K-1 (N-35), Shareholder's Share of Income, Credits, Deductions, etc., will now be marked.
• All Packages:
  • Data entered on line 1, "Gasoline purchase for Honolulu in 2019," of HI screen N163 will now flow as intended to line 1, "Enter the number of gallons of gasoline purchased and used by the principal operator," column A, "City & County of Honolulu," Part II of Form N-163, Fuel Tax Credit for commercial Fishers.

Ohio Update 27

• Individual Package:
  • A program update prevents reject OH-PIT-056 and OH-IT-1040-122.
  • A program update prevents reject DRKPARSE for element 'PercentageOfOwnership.'
  • Deductions of prior-year 168(k) and 179 depreciation addbacks will now be used to adjust line 25 of a Form SD 100, School District Income Tax Return. Prior to this update, depreciation addbacks were adjusting line 26 of the SD 100 return.

Oklahoma Update10

• Individual Package:
  • An update resolves reject R0000-017: "For each binary attachment, the 'name' in the attachment location (AttachmentLocationTxt) must match the 'name' of the actual file attached."
  • The program will now ignore a description on line 13 of Form 538-S, Claim for Credit/Refund of Sales Tax when no amount is included.
• All Packages:
  • The original due dates on Form OW-8-P, Underpayment of Estimated Tax Worksheet, have been updated for the underpayment penalty calculation of calendar-year returns. The calculations are now based on the following due dates: April 14 (S Corporation and Partnership packages) April 15 (Individual and Fiduciary) May 15 (Corporation) Prior to this update, the calculations were based on a due date of March 15 (Corporation, S Corporation, and Partnership) or June 15 (Individual and Fiduciary).

Vermont Update 11

• Individual Package:
  • An update resolves reject "HS-122-0040-010" for resident filers when "999" is entered for the school district code on VT screen 1.
  • EF Message 0003 has been removed from the program as per Vermont's decision to conform with the unemployment Compensation Exclusion (UCE) provision of the American Rescue Plan Act. As such, VT returns with federal UCE amounts may now be e-filed.
  • The "Calculate federal AGI as if VT conforms..." check box on VT screen 1 has been removed.
  • EF Message 1138 has been added to the program and will now be generated when the VT "requested payment date" entered on federal screen PMT is prior to 01/01/2021, resolving reject "FinTran-98190-010."
  • The spouse's first name will now appear as expected on the following forms when the filing status is Married Filing Separately:
    • IN-111, Vermont Income Tax Return
    • HS-122, Vermont Homestead Declaration and Property Tax Credit Claim
  • The Vermont personal income tax filing due date for tax year 2020 has been extended to May 17, 2021. Taxpayers can now file their 2020 personal income tax return and pay any tax owed up until May 17, 2021 without any penalties or interest.