17947: 2023 - Drake21 Updates

Texas Update 14

• Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
  • EF Message 0096 has been added to prevent the filing of non-amended returns.

California Update 40

• Fiduciary Package:
  • EF Message 0192 will no longer be generated when no "Seller Type - Grantor Information (Fiduciary package Only)" is selected on the "Seller Info" tab of CA screen 593.

Texas Update 14

• Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
  • EF Message 0096 has been added to prevent the filing of non-amended returns.

1120 Program Update 41

• Form 1139 is now produced when the data entered on screen 1139 pertains only to less than three prior tax years.

Arizona Update 50

• Individual Package:
  • The qualifying charity code "22512 (AZ Community Impact Inc)" has been added to AZ Form 321, Credit for Contributions to Qualifying Charitable Organizations.
  • Small Business Income (SBI) will now be subtracted as intended on line 24, "Subtotal," of AZ Form 140X, Individual Amended Income Tax Return For Forms 140, 140A, 140EZ, 140NR, and 140PY.

706 Program Update 4

• The intended amount is now produced on line 1, Schedule B, of Form 706-NA when electing to use the alternate valuation date.

California Update 41

• Individual Package:
  • The intended refund and balance amounts are now produced on amended return e-file reports.

Hawaii Update 14

• Individual Package 
  • Charitable contributions will now be included on line 40a, "If you checked filing status box...," of HI Form N-15, Individual Income Tax Return Nonresident and Part-Year Resident, when charitable contributions are itemized on federal Schedule A, Itemized Deductions.

General Program Update 18

• A fix allows GruntWorx jobs to be expedited

Delaware Update 19

• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • An update resolves reject "StateSubmissionManifest/StateSubmissionType." Preparers should recalculate and retransmit affected returns.  ​

Federal Program Update 43

• Special codes have been added to the signature section of FinCEN Form 114a (FBAR) to facilitate the electronic signature process for taxpayers, spouses, and preparers.

1040 Program Update 63

• Form 56 has been updated to the latest version and is now available for e-file.

706 Program Update 5

• The allotment percentage is now printed as expected on Schedule A of Form 8971.

Iowa Update 28

• S Corporation Package:
  • The "Corporation's legal name," entered on federal screen 1, now flows as intended to the "Legal name" line of IA Form IA 2848, Iowa Department of Revenue Power of Attorney.

Illinois Update 47

• Individual Package:
  • "Nonresident" is now marked as intended on line E of Form IL-1040-X, Amended Individual Income Tax Return, when "Nonresident for Illinois" is selected on IL screen NR, resolving reject "ILNR-500-6."
  • IL withholding now flows as intended from federal Form 1042-S to IL Schedule IL-WIT, Illinois Income Tax Withheld.

Minnesota Update 23

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • All 2021 MN tax packages are up to date with the MN DoR's January 1, 2023 conformity changes.

Ohio Update 22

• Partnership Package:
  • The preparer's name is now properly produced on page 2 of Form IT 1140, Pass-Through Entity and Trust Withholding Tax Return.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • An update prevents rejects "OHMNP-005" and "OHMNP-022."

District of Columbia Update 30

• Fiduciary Package:
  • The intended amounts are now calculated on the D-41 Calculation C - Tax Calculation worksheet (DCWK_C).
  • The intended amounts are now produced on lines 3, "Net tax on fiduciary income," and 4, "Refund or Total amount due," of Form D-41E SUB, District of Columbia Fiduciary (Estate or Trust) Declaration for Electronic Filing.

Iowa Update 29

• Corporation Package:
  • Line 1 of Form IA 1120, Iowa Corporation Income Tax Return, now includes the amount from line 17 of federal Form 1120-H when federal Form 1120-H is included in the return.

Montana Update 35

• Individual Package:
  • The intended amount is now produced on the "Estimates and Extension payments" line of the MT Three-year State Tax Return Comparison (MT-COMP) when an extension amount is present in the return. 
  • The MT P & I Worksheet (MTWK_PI) is now produced only when the "Calculate Interest on Underpayment of Estimated Taxes..." check box is selected on MT screen PEN.
• Corporation Package:
  • The intended officer name is now produced under the "Preparer's Signature" on page 4 of MT Form CIT, Montana Corporate Income Tax Return, when the "Enable Alternative Signature" check box is selected for MT on the "States" tab of Setup > Options.

Connecticut Update 19

• Corporation Package:
  • Form CT-1120 EXT, Application for Extension of Time to File Connecticut Corporation Business Tax Return, can now be e-filed for September 1, 2021 - September 30, 2022 fiscal-year returns with a due date of February 15, 2023.

North Dakota Update 28

• Individual Package:
• The apportionment percentage entered on line 20, "Corporation's apportionment factor," of ND screen SK1 now flows as intended to line 20 on ND Schedule K-1 (Form 60), Shareholder's Share of North Dakota Income (Loss), Deductions, Adjustments, Credits, and Other Items.
• EF Message 0089 is now generated when both of the following are true, resolving ND reject "FND1-018": 
• An amount is present on line 26, "North Dakota income tax withheld from wages...," of ND Form ND-1, Individual Income Tax Return. 
• ND screen K1F is blank.

Michigan Cities Update 29

• e-File has been deactivated for 2021 MI common city returns. Prior tax year returns must be paper-filed.

1040 Program Update 64

• Direct deposit is now available for amended returns.

1120 Program Update 42

• An override field has been added to screen DED, allowing the preparer to override the calculated "Contributions" that flow to page 1, line 19, of Form 1120. If this field is used, no worksheet is produced for contributions. 
• An override field has been added to screen LOSS, allowing the preparer to override the current-year section 170(d)(2)(B) amount. Use this field only when the amount of contributions for page 1, line 19, of Form 1120 is overridden on screen DED.

1120S Program Update 46

• General program update.

1065 Program Update  48

• General program update.

1041 Program Update 45

• General program update.

990 Program Update 38

• General program update.

Federal Program Update 44

• General program update.

Montana Update 36

• Individual Package:
  • The program can now calculate line 8z, "Other Income," of Schedule 1, from more than nine Forms 1099-MISC, as expected.
• Partnership and S Corporation Packages:
  • The filing instructions will now display a balance due amount for an amended Form PTE, Montana Pass-Through Entity Tax Return.

Maine Update 38

• Individual Package: 
  • EF Message 1165 has been updated and is no longer produced if the payment date is the current filing date.

New York Update 33

• Corporation and S Corporation Packages:
  • The preparer's ZIP code is now produced as expected on page 4 of NY Form CT-3-M.
• Corporation and S Corporation Packages:
  • Fiscal year eligible farmers can now claim 20% of investment credit based on qualifying property placed in service on or after April 1, 2022 on NY Form NY CT-546.

North Dakota Update 29

• Individual Package:
  • An EF Message is now generated when the "Requested payment date," on federal screen PMT does not match the return filing date, preventing ND reject "R0000-007."

General Program Files 54

• Update questionnaires (Head of Household Documentation, Qualifying Child, and Virtual Currency) so that they will successfully import into Drake Tax.

Indiana Update 28

• Individual Package
  • An additional exemption is now calculated on line 3 of IN Schedule 3 only for dependents who are ages 19-23 and indicated as "Over 18, under 24, and a student" on federal screen 2. Prior to this update, an additional exemption would be calculated for dependents within this age range when "Disabled" was marked on federal screen 2, even when "Over 18, under 24, and a student" was not marked.

General Program Update 19

• Speeds up loading of the Document Manager Working Cabinet - Fixes a Drake Portals notifications refresh error in the Document Manager

990 Update 39

• General program update.

Indiana Update 29

• Corporation Package
  • EF Message 0023 has been updated.

1040 Program Update 65

• "0" (zero) is now produced in all columns on lines 11 through 23 of Form 8962 when 0% is allocated to the taxpayer.
• Amended 1040-NR returns can now be e-filed.
• The Calculation Results window now displays the correct refund type. Prior to this update, the Calculation Results window would display a refund to be issued by check when there was a balance due on the original 1040 and a refund calculated on Form 1040-X to be issued by direct deposit.

1041 Program Update 46

• General program update.

1120 Program Update 43

• Line 11, "Business income limitation," of Form 4562 is now calculated as expected when a "Contributions override" amount is entered on screen DED.

Florida Update 14

• Corporation and S Corporation Packages:
  • The tax years have been updated on FL Form FL_NOL.

Arizona Update 51

• Individual Package: 
  • An update prevents reject "DRKPARSE" on element "FedSchC."
• Corporation Package:
  • An update prevents reject "DRKPARSE" on element "AddTaxIncSchA."

Alaska Update 7

• Partnership Package:
  • The correct ending year will now be printed on Form AK 6900 when the client has a short year with a fiscal-year ending date occurring within the tax year.

General Program Update 55

• General program updates.

Pennsylvania Update 40

• Individual Package:
  • An update prevents PA reject "PA40-025."
• S Corporation Package:
  • EF Message 1104 is no longer produced when attempting to file an amended City of Philadelphia Business Income and Receipts Tax return (BIRT) after the original return has been accepted.

Arkansas Update 38

• S Corporation Package:
  
  •  Amounts are now produced as intended on Schedule A of AR Form AR1100S when "S Corp with QSSS Entities" is selected on AR screen 1 and entries are made on AR screens 3 and 4.
• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "DividendIncome."

Illinois Update 38

• Individual Package:
  • Text on line 30 of IL screen X has been updated.
  • EF Message 1404 has been removed from the program.

Montana Update 37

• S Corporation and Partnership Packages:
  
  • Amended MT Forms PTE can now be e-filed as expected.

Massachusetts Update 35

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • MA EF Message 0139 has been removed from the program.

Montana Update 38

• Corporation Package:
  • EF Message 1118 text has been updated.

Illinois Update 49

• Individual Package:
  
  • The Worksheet for NOL Carryover from 2021 to 2022 (WKS NOLCO) and Modified Adjusted Gross Income (MAGI) (WKS MAGI) are now automatically attached to the IL return when there is a prior year carryover present in the return.

Minnesota Update 24

• Fiduciary Package 
  • The amount on line 45, "Net Operating loss carryover adjustment" of Form M2 now flows to line 46, "Net Operating loss carryover adjustment" of Form M2X. Prior to this update, line 21 of Form M2 was flowing to line 46 of Form M2X.

Montana Update 39

• Individual Package:
  
  • The "Class B NOL Schedule" year on MT screen NOL has been updated.

California Update 42

• Individual Package:
  
  • Amended CA Form 540 now allows direct deposit of refunds.

1040 Program Update 66

• Dependent last names longer than eight characters are now properly produced on Form 1040-X.

1120 Program Update 44

• The intended depreciation amount is now produced on line 20, "Depreciation from Form 4562…," of Form 1120 when an amount is entered on line 19, "Contributions override," of screen DED. Affected returns should be reviewed for accuracy.

Colorado Update 22

• Individual Package:
  • The correct amount due now flows to CO Form 8353 and to the 900V payment vouchers, as intended, when a CO amended return is filed.

990 Program Update 40

• "Initial return" and "Final return" can now be selected on screen 1 when a short-year reason of "1 - Rev. Proc. 8558, change in accounting period" is selected on screen YEAR.

General Program Update 20

• Add ability to request a Drake Portals domain name change in Drake Documents (Drake Portals settings)
• Add ability to delete a signature document (that is not fully signed) from the Signature tab in Drake Documents

South Carolina Update 17

• S Corporation Package:
  • When the "Amended Return" check box on SC screen 1 (General Information) is selected, the "Amended Return" check box on Form SC1120S K-1 will now be marked.