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17459: 2022 - Drake20 Updates


Drake20 Update Notes

Drake20 Updates released in calendar year 2022. 

 

Iowa Update 39

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Line 6, "Current year Iowa adjustment," of Form IA 163, Interest Expense Adjustments, is now calculated as intended.
  • Corporation Package:
    • EF Message 0110 is no longer generated in error (rounding issue).

General Program Update 55

  • General program updates.

Texas Update 11

  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
    • New Texas reports can no longer be created in the 2020 program. Previously submitted returns may be AMENDED using the 2020 program, but to create a NEW return in a tax report year that Drake Tax supports (2012-2022), use the 2021 program.
  • Individual Package:
    • The State Code on the Personal Client Manager will now display "TX" when Texas is the resident state of the return.

Utah Update 19

  • Corporation, S Corporation, and Partnership Packages:
    • EF Message 0187 has been added to the program, preventing reject "20_20_139" for Line 5f, "Rent and royalty income," of UT Schedule J, Apportionment Schedule.
    • An update prevents reject " 20_20_061" for line 21 of Schedule C, Subtractions from Unadjusted Income, when amounts only from Paycheck Protection Program loans and other COVID-related granted are used to calculate line 21.

Hawaii Update 16

  • Individual Package:
    • The appropriate response is now marked for line 54, "Did you file a federal Schedule E for any rental activity," of Form N-11, Individual Income Tax Return - Resident, regardless of whether rental activity is sourced inside or outside of HI.

Missouri Update 40

  • Individual Package:
    • The intended owner's name and SSN (as indicated on the federal return) are now generated on Form E-234, City of St. Louis Earnings Tax Return.

New York Update 39

  • Corporation Package:
    • Line 7a, "NOL incurred in the current tax year," on Schedule A of Form NYC-2.4, Net Operating Loss Deduction (NOLD), is now calculated as expected when line 34, "Allocated business income less prior net operating loss conversion subtraction," on Schedule B of Form NYC-2, Business Corporation Tax Return, is greater than or equal to zero ("0").

1041 Update 39

  • General program updates.

Rhode Island Update 17

  • Partnership Package
    • The respective "Initial Return" or "Final Return" check box is now marked on Form RI-1065, Partnership income Return, when the corresponding option is selected on RI screen 1. If "Final Return" is selected, the "Final K-1" check box is now marked as intended for RI Forms K-1, Taxpayer's Share of Income, Deductions, Credits, Etc.

Idaho Update 21

  • Individual Package:
    • Amounts for Column A and Column B on line 30, "Subtraction from Form 39NR..." of Form 43, Part-year Resident and Nonresident Income Tax Return, are now printed on the form. The calculation for line 32 included the amounts from line 30, as expected, even though line 30 was not being printed on the form.

California Update 29

  • Individual Package:
    • An update prevents reject "F540/NR/2EZ-320" when Form 540 2EZ, California Resident Income Tax Return, is present in the return and there is an entry in the "Interest, late return and late payment penalties" field on CA screen 540.
    • An update prevents reject "F540-760" for certain returns that include Form 593, Real Estate Withholding Statement.
  • Individual and Fiduciary packages:
    • The amount for line 14, "Penalty," is now generated as intended for CA Form 5805, Underpayment of Estimated Tax by Individuals and Fiduciaries.
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • An update prevents reject "SCHD1-080" for certain returns that contain both Schedule D-1, Sales of Business Property, and 3805E, Installment Sale Income.
    • Certain EF Messages have been updated, preventing reject "DRKPARSE" for element "LLCTempNumber" when an invalid LLC Temp Number (option "7") is entered in the "ID" field on CA screen 593 > Buyer Info.
    • Certain EF Messages have been updated, preventing reject "DRKPARSE" for element "Escrowexchange" when invalid "Withholding Calculation" data is entered in the "Part VII" section of CA screen 593.
  • Fiduciary Package:
    • An update prevents reject "F541-160" when "CA" is selected from the "State" drop list on federal screen 1 and an entry is present for "State tax w/h" on federal screen 1099, but no "State" has been selected from the line 15 drop list (screen 1099).

990 Program Update 43

  • An update prevents reject X0000-005.

General Updates 12

  • General program updates.

North Dakota Update 22

  • Corporation Package:
    • Lines 16, 18, and 20 on Schedule CR, Part I, of Form 40, Corporation Income Tax Return, will now equal zero ("0") when line 15, "North Dakota taxable income," is negative for filing statuses b1, "Combined Report Method Consol Return," and c1, "Water's Edge Method Consol Return."

Idaho Update 22

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The percentage used for the calculation of the following lines has been updated for Form 67, Credit for Idaho Research Activities:
      • Line 9, "Enter fixed-base percentage..."
      • Part B, line 5, "Fixed-base percentage for start-up companies" 
    • General programming update for Form ID-529, Credit for Employer Contributions to Employee Idaho College Savings Account. 
  • Individual Package:
    • An EF Message is now generated when invalid data is entered in the "Date of birth" field on federal screen 2, resolving reject "DRKPARSE" for element "DependentGrid."

Nebraska Update 21

  • Corporation Package:
    • This update prevents reject "F1120N-007" for line 3, "Taxable income apportioned to Nebraska," of Schedule I, Form 1120N, Nebraska Corporation Income Tax Return.

Florida Update 11

  • Corporation and S Corporation Packages:
    • EF Message 0250 has been added to the program, preventing reject "00014."
  • Corporation and S Corporation Packages:
    • A red "X" will now be displayed as intended on the Calculation Results window for third-quarter FL ES vouchers (Form F-1120ES) when EF Messages are present.

Illinois Update 30

  • Corporation Package:
    • EF message 0288 was updated for IL Schedule 1299D, Income Tax Credits (for corporations and fiduciaries), to prevent IL 1120 reject IL1120-2400-1.

General Program Update 13

  • General program updates.

New York Update 40

  • Individual Package:
    • Form IT-215, Claim for Earned Income Credit, is no longer generated when federal Form 1040-NR, U.S. Nonresident Alien Income Tax Return, is included in the return.
    • When taxable dependent care benefits are present on line 1, "Wages, salaries, tips, etc.," of federal Form 1040, the total amount allocated to New York state will now flow as intended to the "New York State Amount" column on line 1, "Wages, salaries, tips, etc.," of Form IT-203, Nonresident and Part-Year
      Resident Income Tax Return.
    • An override field for "Taxable Dependent Care Benefits Allocated to New York State (IT-203 filers only)" has been added to NY screen 2.
    • The spouse's fourth-quarter estimated payments made using Form IT-2105, Estimated
    • Tax Payment Voucher for Individuals, can now be e-filed as intended. Prior to this update, if the spouse filed a third-quarter estimated payment, which was then accepted, the fourth-quarter estimated payment would receive an incorrect acknowledgment of "accepted" despite not being e-filed.

Maine Update 31

  • Corporation, S Corporation, and Partnership Packages:
    • Form 941P-ME, Pass-Through Entity Return of Maine Income Tax Withheld from Members, may now be e-filed separately from the federal return as long as the federal return has been accepted previously.

Nebraska Update 22

  • Corporation and Partnership Packages:
    • EF Message 1075 has been updated to include amended returns.

1120 Program Update 44

  • An EF Message prevents parse errors associated with invalid data entered on screen X, line 12.(CreditElectionYr)

1041 Program Update 40

  • General program update.

Illinois Update 31

  • Individual Package:
    • EF Message 2243 is no longer produced when "5780" is not selected from the "Credit Code" drop list on IL screen 99C2.

Ohio Update 41

  • Individual Package:
    • EF Message 0023 will now be present only when date entered on screen PMT is not the current date.

Mississippi Update 23

  • Corporation Package:
    • EF Message 0114 now prevents e-file if "Non Profit" is selected on MS screen 1.

Arizona Update 44

  • Individual Package:
    • EF Message 0172 is no longer generated when dates that surpass the current tax year but are no later than the current date are entered in the "Date of signature" field on AZ screen 131.

West Virginia Update 14

  • Corporation Package
    • EF Message 0067 is now generated when an invalid "Loss" date is entered on WV screen NOL, preventing reject "DRKPARSE."

Rhode Island Update 18 

  • Estate Package:
    • The decedent's address is now generated as intended on Form T-77, Discharge of Estate Tax Lien.

California Update 30

  • Tax-Exempt Package:
    • Form RRF-1, Annual Registration Renewal Fee Report to Attorney General of California, has been updated to the latest version published by the state.

Arkansas Update 25

  • Fiduciary Package:
    • EF Message 3050 is now generated for Form AR1000CR, Arkansas Income Tax Composite Tax Return, when an invalid "ID number" is entered for a beneficiary on federal screen K1.

Iowa Update 40

  • Fiduciary Package:
    • EF Message 2031 will no longer be cleared when non-alphanumeric characters are entered on line 5, "Business or occupation," of IA screen A, resolving reject "DRKPARSE" for element "BusinessOccupation."

Colorado Update 20

  • Individual Package:
    • The taxpayer's first name will now be generated as intended on Form DR 8453, State of Colorado Individual Income Tax Declaration for Electronic Filing, when there is a space in the name.
New Mexico Update 16
  • Individual Package:
    • The surviving person's information will now flow to the "person claiming refund" section of Form RPD-41083, Affidavit to Obtain Refund of New Mexico Tax Due a Deceased Taxpayer, as intended. Prior to this update, the decedent's information flowed to the "claiming refund" section.

General Program Update 14

  • General program updates

California Update 31

  • Individual, Corporation, and Fiduciary Packages:
    • e-File specifications have been updated to the latest version published by the state.

1120 Program Update 45

  • The underpayment penalty reported on the Form 2220 Worksheet for the Underpayment of Estimated Tax by Corporations (WK_2220) is now calculated as expected.

1120S Program Update 39

  • The underpayment penalty reported on the Form 2220 Worksheet for the Underpayment of Estimated Tax by Corporations (WK_2220) is now calculated as expected.

1041 Program Update 41

  • General program update.

706 Program Update 5

  • An update prevents incorrect data from being generated on line b, "Total other joint interests," Part 2, of Schedule E (Form 706).

990 Program Update 44

  • A blank EF Message is no longer generated when a corrective action statement is being e-filed with Form 4720, Certain Excise Taxes.

Federal Program Update 38

  • General program update.

1040 Program Update 60

  • The Charitable Deduction Carryover Worksheet has been updated to display the 20% and 30% limitations as expected. Returns with carryover contributions from a prior year that are subject to the 20% of AGI limit should be reviewed for accuracy.
  • An EF Message acknowledging acceptance of the state return no longer blocks Form 1040-X from being e-filed.

West Virginia Update 15

  • Individual Package:
    • EF Message 0125 is now generated when "WV West Virginia" is selected from the "Name of state to which income tax was paid" drop list on WV screen E.

Iowa Update 41

  • Individual Package:
    • amount on line 31, "Total credits from IA 1040, line 46," of Form IA 126, Iowa Nonresident and Part-Year Credit Schedule, now matches line 46, "Total credits," of Form IA1040.

Illinois Update 32

  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Data entered for "line 5 + 2d amount applied" on the first IL screen NLD will no longer be duplicated on all other screens NLD.

Vermont Update 16

  • Individual Package:
    • Expected amounts will now be generated on lines B10, "Allocated Education Tax," and B11, "Allocated Municipal Tax," of Form HS-122, Vermont Homestead Declaration and Property Tax Credit Claim, when data has been entered for line B9, "Mobile Home Lot Rent," on VT screen 122.

West Virginia Update 16

  • Individual Package:
    • Amended Forms IT-140, West Virginia Personal Income Tax Return, can now be e-filed when federal EF Messages are present.

Maine Update 32

  • Individual Package:
    • EF Message 0084 is no longer generated unless more than 50 federal Forms 1099-B within the return include ME withholding.

Hawaii Update 17

  • Individual Package:
    • HI amended returns can now be e-filed after the federal amended return has been filed.

Oregon Update 28

  • Individual Package:
    • Screen helps and text on OR screen SUB have been modified for subtraction codes 324 and 360 to reflect updated carryforward limits. No calculations have been affected.
  • Individual Package Portland:
    • The following forms will no longer be produced twice when "0" (zero) is generated for line 18a, "Portland Gross Income," on Form SP, Combined Tax Return for Individuals, and an exemption has been marked:
      • Schedule HVT, Heavy Vehicle Use Tax Schedule
      • Schedule R, Residential Rental Registration Schedule

1120 Program Update 46

  • A program update prevents reject X0000-005.

1120S Program Update 40

  • A program update prevents reject X0000-005.

Pennsylvania Update 34

  • Partnership Package:
    • Data from line 7 of Schedule H, "Apportionment Income from Business," now flows to page 1, Section II, line 2e, of Form 20S65, PA Corporate/Partnership Information Return, as intended. Prior to this update, the data was not flowing to line 2e.

Illinois Update 33

  • S Corporation and Partnership Packages:
    • Line 2, Part A, of Schedule B, Partners' or Shareholders' Information, has been updated, per the IL instructions of 02/28/2022.
  • Individual Package:
    • The amount on line 5, "Enter the amount of federal Earned Income Credit," Step 4, of Schedule IL-E/EIC, Illinois Exemption and Earned Income Credit, will now equal the amount on line 27, "Earned Income Credit (EIC)," of federal Form 1040, for returns with three or more dependents and federal EIC from $6,557 through $6,660.

General Program Update 15

  • General program updates.

General Program Update 56

  • General program updates.

Kansas Update 21

  • Individual Package:
    • An update resolves reject "DRKPARSE" on element "PymtsRemittedWithOriginalRtn."
  • Fiduciary Package:
    • Nonresident beneficiaries of a nonresident fiduciary will now be generated as expected for Part IV of Form K-41, Kansas Fiduciary Income Tax.

General Program Update 57

  • General program updates

Ohio Update 42

  • S Corporation and Partnership Packages:
    • The shareholders' or partners' information now flows to the correct OH Form IT K-1 when names of the shareholders or partners are similar. Prior to this update, if the first 20 characters of the names were the same, the program would duplicate the first shareholder's or partner's information instead of using the next shareholder's or partner's information.

Federal Program Update 39

  • General program update.

1040 Program Update 61

  • An update prevents reject "SH-F1040-520-01" in certain situations when Schedule H is present in the return.
  • An update prevents reject 'X0000-005," related to the version of Form 8283, Noncash Charitable Contributions, the IRS is expecting.

1120 Program Update 47

  • An update prevents reject "X0000-005," related to the version of Form 8283, Noncash Charitable Contributions, the IRS is expecting.

General Program Update 58

  • General program update.

1120S Program Update 41

  • An update prevents reject "X0000-005," related to the version of Form 8283, Noncash Charitable Contributions, the IRS is expecting.

1065 Program Update 42

  • An update prevents reject "X0000-005," related to the version of Form 8283, Noncash Charitable Contributions, the IRS is expecting.

990 Program Update 45

  • Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, is now available.

Illinois Update 34

  • Fiduciary Package:
    • An update prevents reject "DRKPARSE" on element "BeneficiarySSN."

New Jersey Update 26

  • Individual Package:
    • A New Jersey return can now be electronically filed separately from the federal amended return.
  • S Corporation Package:
    • The program was updated so that the Amended box is checked when Form PTE-100 is marked as amended in data entry.

Illinois Update 35

  • Corporation, S Corporation, and Partnership Packages:
    • Line 35, "Base income or net loss," of Form IL-1120-X, Amended Corporation Income and Replacement Tax Return, will now always use the amount from line 34, "Base income or loss allocable to Illinois," when Step 4, Box B, is marked.
    • Line 47, "Base income or net loss," of Forms IL-1120-ST-X, Amended Small Business Corporation Replacement Tax Return, and IL-1065-X, Amended Partnership Replacement Tax Return, will now always use the amount from line 46, "Base income or loss allocable to Illinois," when Step 6, Box B, is marked.

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