17493: 2022.01.12 - Drake21 Updates

Nebraska Update 1

• Individual Package:
  • Public high school codes have been updated as per the NE DoR.
    

Federal Program Update 3

• General program update.
  

Colorado Update 2

• Individual Package:
  • The CO Individual package has been approved for e-file.
  • Line 32, "State Sales Tax Refund," of Form DR 1040, Colorado Individual Income Tax Return, is now calculated as intended when the taxpayer is born before 2003 or the taxpayer is under the age of 18 and required to file a CO return.
    

District of Columbia Update 2

• Fiduciary Package:
  • EF Message 404 is no longer generated in error for Form D-41, Fiduciary Income Tax Return.
    
• Partnership and Fiduciary Packages:
  • The "Supplemental Information Ln 14 to 16" link on DC screen 30-1 now functions as intended.
    
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The following forms have been approved and activated for printing:
    • Schedule 1A (DC Combined Reporting), Designated Agent
    • Schedule 1B (DC Combined Reporting), Designated Agent and Members
    • Schedule N, Non-Custodial Parent EITC Claim
    • D-20 NOL, Net Operating Loss Deduction for Tax Years 2000 to 2017
    • D-20 NOL, Net Operating Loss Deduction for Tax Years 2018 and Later
    • D-30 NOL, Net Operating Loss Deduction for Tax Years 2000 to 2017
    • D-30 NOL, Net Operating Loss Deduction for Tax Years 2018 and Later
    • DC40B - Nonresident Request For Refund
      

1041 Program Update 3

• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. This election statement is accessible via screen ELEC (accessible from the "Miscellaneous tab of the Data Entry Menu) by clicking the "PPP Loan - Rev. Proc. 2021-20" link.
  

1040 Program Update 5

• The Credit Limit Worksheet (Wks CRED_LMT) has been updated in accordance with the latest instructions released by the IRS for Forms 8396, Mortgage Interest Credit, and 8839, Qualified Adoption Expenses. Preparers should review any returns containing these forms.
• Code "E - 951A(a) inclusion" has been added to the drop list for line 10, "Other income (loss)," on screen K1S. Amounts entered on line 10 using a code of "E" flow to line 8n, "Section 951A(a) inclusion," of Schedule 1 (Form 1040).
• The watermark has been removed from Form 7202 and the form can now be filed.
• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. This election statement is accessible via screen ELEC (accessible from the "Miscellaneous" tab of the Data Entry Menu) by clicking the "PPP Loan - Rev. Proc. 2021-20" link.
  

Idaho Update 2

• Individual Package:
  • The "Adjustments" section of ID screen AGI has been updated.
  • The threshold rates for the 2021 Idaho Filing Requirements worksheet (IDWK_REQ) have been updated.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • EF message 0024 stops e-file when the "Sales/Use tax due on mail, internet, and other nontax purchases" line on the main form (Form 40, line 29; Form 43, line 49; Form 41, line 47; Form 41S, line 54; Form 65, line 51; Form 66, line 20) is "0" (zero) but line 5 of Section IV of Form 75, Fuels Use Report, is a positive number.
  • The amount printed on line 10 of Form 44, Business Income Tax Credits and Credit Recapture, is now limited to the amount of the ID income tax minus credits on the main income return forms (Forms 40, 41, 41S, 65, or 66).
    

Louisiana Update 1

• Individual Package 
  • Louisiana Individual package returns are now approved for e-file.
    

Maryland Update 1

• Individual Package:
  • The State Earned Income Credit Worksheet (18A) and State Earned Income Credit/Refundable Earned Income Credit Worksheet (18A.1) are now calculated as intended for Tax Year 2021.
  • The following forms have been approved for printing:
    • MD 505SU - Nonresident Subtractions from Income
    • MD 505NR - Nonresident Income Tax Calculation
      
• Corporation, S Corporation, and Partnership Packages:
  • e-File has been deactivated for MD business extensions.
  • The following forms have been approved for printing:
    • MD 500DM - Decoupling Modifications
      

Maine Update 3

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

Michigan Update 1

• Corporation Package
  • Form 4891, Michigan Corporate Income Tax Annual Return, is no longer displayed as ready for e-file on the Calculation Results window when e-file for Michigan has been suppressed on federal screen EF. 
• Fiduciary Package:
  • Form MI-1041, Michigan Fiduciary Income Tax Return, is now available for e-file.
    
• Multiple Packages:
  • The following forms are now approved and available for printing:
    • MI-1041, Michigan Fiduciary Income Tax Return
    • MI-1041-ES, Estimated Income Tax Voucher for Fiduciary and Composite Filers
    • MI-1041-W, Michigan Fiduciary Withholding Tax Schedule
    • MI 4899, Michigan Corporate Income Tax Penalty and Interest Computation for Underpaid Estimated Tax
    • MI ATTP 1, MI Form 4797 Short Term Transactions Attachment
    • MI ATTP 2, MI Form 4797 Long Term Transactions Attachment
    • MI ATTP 4, Michigan Amended Schedule AMD Supplemental Attachment
    • MIWK_ES, Michigan Estimate Worksheet
    • MIGR_WK, Michigan CIT Worksheet for Flow-Through Gross Receipts
    • MI 1040-H WK, Unitary Calculation Worksheet Attachment
      

Missouri Update 3

• 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.
    

1065 Program Update 3 

• The watermark has been removed and Form 8990 is now available for filing.
• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. Complete this election statement using screen PPP2, accessible from the "Miscellaneous" tab of the Data Entry Menu.
  

New Hampshire Update 1

• Corporation, S Corporation, and Partnership Packages:
  • Forms NH-1065-ES and NH-1120-ES, Estimated Business Tax Vouchers, have been corrected to produce a Department Identification Number (DIN) instead of a Taxpayer Identification Number (TIN) if a DIN is entered on NH screen DEMO.
    

New Mexico Update 1

• Fiduciary Package:
  • Form RPD-41375, New Mexico Net Operating Loss Carryforward Schedule for Fiduciary Income Tax, has been updated to the latest version.
    
• Individual Package:
  • The mileage rate for the New Mexico Medical Care Expense Deduction Worksheet has been updated for tax year 2021.
  • EF Message 0711 has been disabled, as it is no longer applicable.
    
• Partnership, Fiduciary, and PTW-D Packages:
  • The above packages have been approved and activated for e-file.
    

General Program Update 3

• Text wrap has been improved for group items comprising uppercase text on the Client Organizer documents "Checklist" and "Questionnaire."
  

Pennsylvania Update 2

• Corporation Package:
  • PA screen FAQ has been added to the "Other" tab of the PA Data Entry Menu.
    
• Individual Package:
  • Unreimbursed expenses are now allocated to the intended taxpayer and spouse on PA Schedule UE, Allowable Employee Business Expenses, when expenses flow from federal Form 2106, Employee Business Expenses.
  • The spouse's mailing address is now generated as intended on Form PA-LOCAL, Local Earned Income Tax Return.
  • Filing instructions for PA-LOCAL returns have been updated for clarity.
    
• Partnership Package:
  • General programming updates for Form PA-20S/PA-65, S Corporation/Partnership Information Return, and Schedule CP, Corporate Partner CNI Withholding.
  • An update prevents reject "DRKPARSE" on element "return state" for Form PA-65 Corp, Directory of Corporate Partners.
    
• S Corporation and Partnership Packages:
  • Form PA-8879-NRC, Pennsylvania e-File Signature Authorization for Nonresident Consolidate Income Tax Return (PA-40 NRC), has been updated to the latest version.
  • Printing alignment has been updated for Schedule M, Reconciliation of Federal-Taxable Income (Loss) to PA-Taxable Income (Loss),
  • Form PA-8453-NRC, Nonresident Consolidated Income Tax Return (PA-40 NRC) Tax Declaration for a State e-File Return, has been updated to the latest version.
    
• Individual, S Corporation, and Partnership Packages:
  • The following forms have been approved by the PA DoR and enabled for printing:
    • PA-20S/PA-65, S Corporation/Partnership Information Return
    • PA-8453-NRC, Nonresident Consolidated Income Tax Return (PA-40 NRC) Tax Declaration for a State e-File Return
    • PA-8879-NRC, Pennsylvania e-File Signature Authorization for Nonresident Consolidated Income Tax Return (PA-40 NRC)
    • REV-1630, Underpayment of Estimated Tax by Individuals
    • REV-1882, Health Insurance Coverage Information Request
      
• Corporation and S Corporation Packages:
  • The following forms have been approved for e-file:
    • RCT-101, PA Corporate Net Income Tax Report
    • RCT-101-I, Inactive PA Corporate Net Income Tax Report
    • REV-853, PA Corporate Net Income Tax Annual Extension Request Coupon
      

1120 Program Update 3

• Form 8990 is now available for filing, and the watermark has been removed.
• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. Complete this election statement using screen PPP2, accessible from the "Miscellaneous" tab of the Data Entry Menu.

1120S Program Update 3

• Form 8990 is now available for filing, and the watermark has been removed.
• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. Complete this election statement using screen PPP2, accessible from the "Miscellaneous" tab of the Data Entry Menu.
  

990 Program Update 3

• An EF message prevents reject R0000-035-01.
• In accordance with Revenue Procedure 2021-20, the election "Revenue Procedure 2021-20 Statement" has been added to the program. This statement allows the taxpayer to make a safe harbor election to deduct certain eligible expenses paid in the 2020 tax year but not reported in 2020 because expenses were paid with Paycheck Protection Program (PPP) funds that were not forgiven until the subsequent tax year. Complete this election statement using screen PPP2, accessible from the "Miscellaneous" tab of the Data Entry Menu.
  

West Virginia Package 1

• Individual Package:
  • The Individual package has received e-file approval from WV.Returns are now eligible for electronic filing.