17994: 2023.01.26 - Drake22 Updates

Arizona Update 3

• Individual Package:
  • An update resolves reject "DRKPARSE" on element "OtherSubtractions."
• S Corporation Package:
  • EF Messages have been updated to reference current-year Schedule E "Other Information" of AZ Form 120S, S Corporation Income Tax Return.
• Corporation, S Corporation, and Partnership Packages:
  • e-File has been updated per the AZ DoR.
• Partnership Package:
  • The expected date will now be displayed on line "Date," in the Declaration section on page 5 of AZ Form 165, Partnership Income Tax Return.

Federal Program Update 5

• An update prevents reject "DRKPARSE" on element "PartnerSSN" when filing Form 1065. 
• An update prevents reject "SK2-F1065-007" when filing Schedule K-2.

California Update 4

• S Corporation Package:
  • The State Historic Rehabilitation Tax Credit is now calculated when appropriate on Schedule C (100S), S Corporation Tax Credits.
• Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
  • The following forms have been approved for printing, and the client copy "do not file" watermark has been removed:
    • Form 3461, California Limitation on Business Losses
    • Form 3522, LLC Tax Voucher
    • Form 3544, Assignment of Credit
    • Form 3804-CR, Pass-Through Entity Elective Tax Credit
    • Form 3805Q, Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations
• Corporations
  • Form 3805V, Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations
• Individuals, Estates, and Trusts
  • Form 3885, Corporation Depreciation and Amortization
  • Form 540-ES, Estimated Tax for Individuals
  • Schedule C (100S), S Corporation Tax Credits 
  • Schedule H (100), Dividend Income Deduction 
  • Schedule H (100S), S Corporation Dividend Income Deduction 
  • Schedule P (100), Alternative Minimum Tax and Credit Limitations
• Corporations
  • Schedule P (540NR), Alternative Minimum Tax and Credit Limitations
• Nonresidents or Part-Year Residents
  • Schedule R, Apportionment and Allocation of Income
  • Schedule W-2, Wage and Tax Statement 
• The following forms have been updated to the latest version:
  • Form 3541, California Motion Picture and Television Production Credit
  • Form 5870A, Tax on Accumulation Distributions of Trusts

Connecticut Update 2

• Individual Package:
  • The Property Tax Credit on Schedule 3 of CT Form CT-1040, Connecticut Resident Income Tax Return, is no longer limited by age.

General Program Update 1

• A fix allows GruntWorx jobs to be expedited

District of Columbia Update 5

• Individual Package:
  • Section B, Calculating Your Earned Income, of the District of Columbia Earned Income Tax Credit (EITC) Worksheet For Filers Without a Qualifying Child has been updated to the latest version.
  • The District of Columbia Earned Income Tax Credit (EITC) Worksheet For Filers Without a Qualifying Child (DCEICWQC) has been approved and activated for e-file and paper-file.
  • DC Schedule L, Lower Income Long-Term Homeowner Credit, has been updated to the latest version and approved for paper-file.

Delaware Update 3

• Individual Package
  • EF reject "X0000-009" has been resolved on DE Individual returns.

1041 Program Update 6

• Form 3115 is now available for filing, and the watermark has been removed.
• Screen and Form 8936 are now available, and Form 8936 can now be filed.
• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed.

1040 Program Update 11

• Form 3115 is now available for filing, and the watermark has been removed.
• Screen and Form 8936 are now available, and Form 8936 can now be filed.
• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed. 
• EF Message 1296 is now produced when an invalid FEMA number is entered on screen 915F, preventing reject "DRKPARSE" on element "FEMADisasterDeclarationNum."
• An EF Message prevents reject "F1040-174-03" when filing Form 8958, Allocation of Tax Amounts Between Certain Individuals in Community Property States, with a Married Filing Jointly or Qualifying Surviving Spouse return. 
• An EF Message is now produced when a return contains employer-paid adoption benefits but does not include Form 8839, preventing reject "IND-469." 
• An update prevents reject "DRKPARSE" on element "PersonLastNm" when an invalid "Name of qualifying person" is entered on line 9b of screen 2441.
• EF Message 5706 is now produced when an invalid "Identifying number" is entered on screen 8839, preventing reject "DRKPARSE" on element "ChildSSN." 
• EIC Return Notes have been updated for the 2022 tax season.

Iowa Update 5

• Individual Package:
  • The 2D barcode for Form IA 1040, Iowa Individual Income Tax Return, has been approved and activated.
  • Print alignment has been adjusted for the Federal Income Tax Refund Received in 2022 Worksheet (IAFR_WKS).

Illinois Update 5

• Partnership Package:
  • IL fourth quarter estimated payment due date for IL Form IL-1065-V, Payment Voucher for Partnership Replacement Tax has been updated to 12/15/2023.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Banners have been removed from the following IL items:
    • ILPPRPAY, Tax Prepayment Worksheet (1065 package)
    • ILSPRPAY, Tax Prepayment Worksheet (1120-S package) 
    • ILWKFPST, Partnership, S corporation, Trust (PST) Business Income Worksheet (1065, 1120-S, and 1041 packages)
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The intended tax year is now displayed for Form IL-1120-V, Payment Voucher for Corporation Income and Replacement Tax, in Setup > Pricing.

Indiana Update 3

• Individual Package: 
  • An update prevents reject "DRKPARSE" on element "Amount" pertaining to Schedule K-1 addbacks.
  • Print alignment has been adjusted for Form IT-8879, Declaration of Electronic Filing.
  • EF Message 0045 is now produced when an invalid "Benefit year" is entered on the IN Supplemental Security Income screen (accessible from the "SSI Statement" link on IN screen 2), preventing reject "DRKPARSE" on element "Year."
  • Return Note 16 is now generated when there is no amount on line 11, "Automatic Taxpayer Refund," of Schedule 5/F, alerting the preparer to the presence of the credit and that the credit amount should verified with the client.
  • EF Message 0043 is now generated when there is an amount on line 11, "Automatic Taxpayer Refund,"” of Schedule 5/F other than the allowed credit amount of $200 or $400 (depending on filing status).
  • EF Message 0044 is now generated when there is an amount on line G, "Your additional Automatic Taxpayer Refund," of Form SC-40, Unified Tax Credit for the Elderly, other than the allowed credit amount of $200 or $400 (depending on filing status).
  • Field helps pertaining to automatic taxpayer refunds have been updated.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The following forms have been updated for the current year and can now be printed: 
    • Form 103-LONG, Business Tangible Personal Property Assessment Return 
    • Form 103-SHORT, Business Tangible Personal Property Return 
    • Form 102, Farmer's Tangible Personal Property Assessment Return 
    • Form 104, Business Tangible Personal Property Return 
  • The Post Filing Coupon (PFC_V) has been updated to the latest version. 
  • Payment due dates have been updated for the following forms: 
    • Business Post Filing Coupon Voucher (PVC_VB) 
    • Individual Post Filing Coupon Voucher (PFC_V) (e-file) 
    • Individual Post Filing Coupon Voucher (PFC_V2) (paper-file) 
    • Form IT-6WTH, Withholding Payment Voucher

Massachusetts Update 7

• Individual Package:
  • The "Worksheet for Tax Due" section will now be calculated, as expected, on Form M-4868, Massachusetts Income Tax Extension Payment Worksheet and Voucher.
  • The MA Earned Income Credit will no longer be calculated on the following lines when "No" is selected on line 43/47, "Qualifies for MA EIC," of MA screen 1: 
    • Line 43 of Form 1, Massachusetts Resident Income Tax Return 
    • Line 47 of Form 1-NR/PY, Massachusetts Nonresident/Part-Year Resident Income Tax Return
  • Calculations for the following "Wages, salaries, tips" lines have been updated per the MA DoR:
    • Line 3 of Form 1, Massachusetts Resident Income Tax Return 
    • Line 5 of Form 1-NR/PY, Massachusetts Nonresident/Part-Year Resident Income Tax Return
• Fiduciary Package: 
  • A watermark will now be produced on Form MA 2-ES, Estimated Tax Payment Voucher, when the amount due on a fiduciary return is $2,500 or more.
• Corporation, Partnership, and Fiduciary Packages:
  • Form M-8453-ELT, 63D Entity Level Tax Declaration for Electronic Filing, has been added to the program.

Maine Update 5

• Individual Package:
  • The checkbox on the ME screen EITC has been restored.

1065 Program Update 6

• Form 3115 is now available for filing, and the watermark has been removed. 
• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed.

Nebraska Update 2

• Individual Package:
  • Threshold amounts have been updated for line 3, "Earned Income plus Federal NOL Carryforward," on the Nebraska Earned Income Worksheet for Taxpayers Claiming a Net Operating Loss Deduction (NOL) (NEEIC_WK).

New Jersey Update 6

• Partnership Package:
  • An update prevents reject "DRKPARSE" when the partner's ownership percentage is less than 1% on NJ Schedule NJK-1, Partner's Share of Income.

Oklahoma Update 5

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "Part1" when filing OK Form 564, Credit for Employees in the Aerospace Sector.
• Fiduciary Package: 
  • The tax rate for low-income taxpayers has been updated, and a rounding issue has been resolved.
• Partnership Package:
  • An update prevents reject "OK-514-010" when filing OK Form 514, Oklahoma Partnership Income Tax Return.

General Program Update 12

• The Maine EIC worksheet is now produced when applicable.
• An update prevents the program from closing unexpectedly when flagging a drop list from Setup > Options > Administrative Options > Flag.

1120 Program Update 6

• Form 3115 is now available for filing, and the watermark has been removed.
• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed.

1120S Program Update 6

• Form 3115 is now available for filing, and the watermark has been removed.
• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed.

990 Program Update 3

• Form 8864 has been updated to the latest version.
• Form 4136 is now available for filing, and the watermark has been removed.

Wisconsin Update 4

• Individual Package:
  • The refund amount on line 39 of Form 1, Wisconsin Income Tax, is now properly reduced by any underpayment interest on line 43.
  • The standard deduction tax table has been updated for Married Filing Jointly taxpayers whose combined income is between $130,000 and $134,844.