17988: 2023.01.21 - Drake22 Updates

General State Update 4

• General program update.

Federal Program Update 4

• General program update.

1041 Program Update 5

• General program update.

Georgia Update 4

• Individual Package:
  • Return Note 32 will no longer be generated when federal adjusted gross income is negative and there is no NOL present in the return.
  • An update resolves reject "DRKPARSE" on element "Individuals" for GA Form 500, Individual Income Tax Return.
  • EF Message 0046 has been added to the program, preventing reject "DRKPARSE" on element "TaxpayerDisability" for GA Form 500, Individual Income Tax Return.

1040 Program Update 10

• The Additional Child Tax Credit (ACTC) will no longer be calculated on returns that contain Form 2555. Previously filed returns containing both Forms 2555 and 8812 should be reviewed for accuracy. 
• Schedule SE will now be produced when Form 2106 is included in a clergy member's return. 
• An update prevents reject "F2441-024-01" when a dependent's SSN matches the provider's SSN or EIN on screen 2441.
• An update prevents reject "DRKPARSE" when an invalid selection is made on line 1(d), "Care provider is taxpayer's household employee (Schedule H)," of screen 2441.
• An update prevents reject "F1040SSPR-023" when more than one Form 499R-2/W-2PR is present in the return.

Michigan Update 4

• Individual Package:
  • MI-1040CR-7, Home Heating Credit Claim, has been updated and is now approved for filing.
• Individual, Corporation, and S Corporation Packages: 
  • The following MI forms have been approved for filing:
    • MI-1040CR-5, Michigan Farmland Preservation Tax Credit Claim,
    • 5324, City of Detroit Corporate Income Tax Penalty and Interest Computation for Underpaid Estimated Tax 
    • 5792, Michigan First-Time Home Buyer Savings Program

Montana Update 2

• Individual Package: 
  • MT Form 2, Montana Individual Income Tax Return, has been approved for e-filing.
  • Error message 0012 has been created to prevent a "DRKPARSE" for incomplete content for 'StudentScholarshipOrgCredit'.
  • Per the direction of the Montana Department of Revenue the Taxable Social Security Benefits Schedule was updated for a line change to line 8 to "Add the amounts on Subtractions Schedule, line 35 and line 7."
  • Subtractions line 35 will have the correct subtotal when there is a value in line 15, "Montana medical savings account deposits and earnings."

1065 Program Update 5

• An update prevents rejects "SK1-F1065-003," "F1065-083," and "SK1-F1120S-005" when e-filing Schedules K-2 and K-3.

North Dakota Update 4

• Individual Package:
  • EF Message 0026 is now generated when the resident state and dates of residency are required for ND nonresidents, preventing ND rejects "FND1NR-002" and "FND1NR-003."
• S Corporation Package:
  • ND Form ND60-ES, S Corporation Estimated Tax Payment Voucher, has been updated. 
  • ND Form ND60-EXT, S Corporation Extension Payment Voucher, will now be printed only once as expected.
• Corporation Package:
  • ND Form ND40-ES, Corporation Estimated Tax Payment Voucher, has been updated.

New York Update 2

• Individual and Fiduciary Packages:
  • The following forms have been approved for e-file by the NYC Department of Finance:
    • NYC-1127, Return for Nonresident Employees of the City of New York Hired On or After January 4, 1973
    • NYC-202, Unincorporated Business Tax Return for Individuals and Single-Member LLCs
    • NYC-202EIN, Unincorporated Business Tax Return for Estates and Trusts
    • NYC-202S, Unincorporated Business Tax Return for Individuals
    • NYC-5UBTI, Declaration of Estimated Unincorporated Business Tax for Individuals, Estates and Trusts
    • NYC-EXT, Application for Automatic Extension of Time to File Business Income Returns
• Fiduciary Package:
  • A watermark has been added to Forms IT-205, Fiduciary Income Tax Return, and IT-370-PF, Extension of Time to File for Fiduciaries. Watermarks will be removed once the affected forms are approved for printing by the New York State DoTF. Affected forms may be still be e-filed.
• Individual Package:
  • EF Message 0066 is now generated when "I - Prisoner wages" is selected from the "Special tax treatment" drop list on federal screen W2. NY returns with prisoner wages must be paper-filed per the NYS DoTF.
  • Electronic filing signatures for EROs and paid preparers are no longer generated when the following forms are emailed: 
    • TR-579-IT, New York State e-File Signature Authorization (Forms IT-201, IT-201-X, IT-203, IT-203-X, IT-214, and NYC-210)
    • TR-579-PT, New York State e-File Signature Authorization (Forms IT-204 and IT-204-LL)
  • Box H, "Did you or your spouse maintain living quarters in NYS in 2022," of Forms IT-203, Nonresident and Part-Year Resident Income Tax Return, and IT-203-X, Amended Nonresident and Part-Year Resident Income Tax Return, is now required for all part-year NYS residents per the NYS DoTF.
  • EF Message 0351 is now generated when data is present in the "Enter the date you moved into or out of NYS" field on item G of Form IT-203 or IT-203-X, and Schedule B of Form IT-203-B, Nonresident and Part-Year Resident Income Allocation and College Tuition Itemized Deduction Worksheet, is not complete.
  • The federal Earned Income Worksheet for Schedule 8812 (WK_CTC4) is no longer generated in the New York forms tree in View/Print mode.
  • The following forms have been approved by the NYS DoTF and can now be printed and e-filed:
    • IT-201, Resident Income Tax Return 
    • IT-201-X, Amended Resident Income Tax Return 
    • IT-203, Nonresident and Part-Year Resident Income Tax Return
    • IT-203-X, Amended Nonresident and Part-Year Resident Income Tax Return 
    • IT-214, Claim for Real Property Tax Credit
    • NYC-210, Claim for New York City School Tax Credit
    • The following forms have been approved for e-file; an update will be released when printing has been approved:
    • IT-2105, Estimated Tax Payment Voucher for Individuals 
    • IT-370, Application for Automatic Six-Month Extension of Time to File for Individuals
• Individual, Partnership, and Fiduciary Packages:
  • Form IT-647, Farm Workforce Retention Credit, has been updated to the latest version.
• Partnership Package:
  • Form IL-204-LL, Partnership, Limited Liability Company, and Limited Liability Partnership Filing Fee Payment Form, can now be e-filed.
  • EF Message 0939 is no longer generated when the email address entered on federal screen PIN is more than 35 characters.

General Program Update 10

• General program update.

1120 Program Update 5

• General program update.

1120S Program Update 5 

• An update prevents rejects "SK1-F1065-003," "F1065-083," and "SK1-F1120S-005" when e-filing Schedules K-2 and K-3.

Virginia Update 3

• Individual Package: 
  • Taxpayer information entered on VA screen 1 will now flow as intended to VA Form 763-S, Virginia Special Nonresident Claim for Individual Income Tax Withheld. Prior to this update, Form 763-S would not be generated when answering "Yes" to both "Commute on a daily basis from place of residence to VA" and "Only income from sources within VA was wages & salaries which were subject to taxation in other state" and the taxpayer was a resident of Kentucky or the District of Columbia.

Washington Update 5

• Individual Package:
  • The "Qualifying Child" tests have been updated. 
  • The name(s) as shown Form WAWFTC, will now print on the WA CALC, "Working Families Tax Credit Calculation".
  • The names(s) will now print on the WAINC, "Working Families Tax Credit Worksheet line 18 ". - EF Message 0007, has been added for form "Working Families Tax Credit Application."  page 2, line 11.