18076: 2023.03.17 - Drake22 Updates

Alabama Update 14

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "Secondary" when the following occurs:
    • "1" is selected on line Filing Status Override on AL screen 1,
    • Spouse's "SSN" is blank on federal screen 1, and
    • The return's filing status is Married Filing Separately.
• Individual, S Corporation, and Partnership Packages:
  • An update prevents reject "PPT-010" when an amount is on line 17, "Amount to be refunded..." on AL Form PPT.

General State Update 13

• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "USAmountType" when an invalid character is entered on line "Total prior year income" of federal screen SEC.
• Individual Package: 
  • The following amounts are now included in the calculation of line 8, "Other income," on the state Adjusted Gross Income Split Worksheet (STWK_AGI) instead of on line 1, "Wages, salaries, tips, etc.":
  • Pensions or annuities from a nonqualified deferred compensation plan or a nongovernmental section 475 plan 
  • Scholarship and fellowship grants not reported on Form W-2 - Wages earned while incarcerated

Federal Program Update 21

• EF Message 2550 is no longer produced when the only amount present for Form 8990 is line 13, code "K - Excess Business Interest Expense," on screen K1P. 
• Form 4562 is now produced as expected when assets are acquired in a prior year and placed in service in the current year.
• An update prevents reject "SK2-F1065-007" when e-filing Schedule K-2. 
• An update prevents reject "SK2-F1065-010" when e-filing Schedule K-2.

Florida Update 13

• Partnership Package:
  • An update prevents reject "DRKPARSE" on element "IRS1065ScheduleK1."

1040 Program Update 25

• The Calculation Results window now displays the correct refund type for all amended returns. 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.
• The amount on line 10 of Form 6251 is now properly reduced by the amount of Foreign Tax Credit on Schedule 3. Returns with both a Foreign Tax Credit and Form 6251 should be reviewed for accuracy.
• EF Message 3127 is now produced when Form 8888 is included in a 1040-X return, but there is no refund, preventing reject "IND-091."
• Data entered on screen 99M no longer flows to Form 1040 when "1d" is selected from the "For" drop list and "0" (zero) is entered in the federal ("F") code box. 
• Return notes have been updated to assist in preparing returns that received the California Middle Class Tax Refund (MCTR)

Iowa Update 19

• Individual Package: 
  • General program update.
    • Line M, "Other income as reported on the federal form 1040, Schedule 1, line 8," on IA screen LN14 has been updated.

Indiana Update 13

• Individual Package: 
  • The following amounts are now included in the calculation of line 8, "Other income," on federal Form 1040 and now flows as expected to line 20, "Other income reported on your federal return," on IN Schedule A:
    • Pensions or annuities from a nonqualified deferred compensation plan or a nongovernmental section 475 plan
    • Scholarship and fellowship grants not reported on Form W-2 - Wages earned while incarcerated

Kansas Update 14

• S Corporation and Partnership Packages: 
  • A name is no longer produced in the address field on KS Form K-120V.

Louisiana Update 9

• Partnership Package 
  • The software no longer closes unexpectedly when there are no Schedules K-1 present in the return.

Massachusetts Update 25

• Individual Package:
  • The calculation for line 9a, "Certain qualified deductions from U.S. Form 1040," of MA Schedule Y has been updated.

Minnesota Update 13

• Individual Package 
  • Line 1 on MN Schedule M1NR has been updated.

1065 Program Update 20

• An update prevents reject "SK3-F1065-006-01" when e-filing Schedules K-2 and K-3.

North Dakota Update 14

• Individual Package: 
  • An update prevents reject "DRKPARSE" on element "QECFUND."
  • Line 13, "Amount included in Line 2 that transferred from an IRA," on ND screen EF1 now functions as intended.

New Hampshire Update 5

• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The amount on line 7a, "Credit - Next Year's Tax Liability," on NH Business Tax Return Summary (NHBTSUMM) is no longer greater than the amount on line 6a, "Any amount of overpayment in excess of 500%....," of NHBTSUMM, preventing reject "NHBT0-028."

New York Update 16

• Individual Package:
  • The following amounts are now included in the calculation of line 8, "Other income," on the state Adjusted Gross Income Split Worksheet (STWK_AGI) instead of on line 1, "Wages, salaries, tips, etc.":
  • Pensions or annuities from a nonqualified deferred compensation plan or a nongovernmental section 475 plan - Scholarship and fellowship grants not reported on Form W-2 - Wages earned while incarcerated

Ohio Update 12

• Individual Package: 
  • EF Message 0343 is now produced when only nonalphanumeric characters are entered for an OH locality on federal screen W2G, preventing reject "IRSW2G-108."
  • Coldwater generic city returns can now be e-filed. 
  • Whitehall generic city returns can now be e-filed. 
  • The Schedule R Worksheet of OH Form CCA has been updated to accept a work city tax rate of 2.4%.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • An update prevents rejects "OH-MNPES-001" and "OH-MNPES-004" regarding OH Form MNP ES.

Oklahoma Update 13

• Individual Package:
  • The worksheet for Form 561 is produced only if Form 561 is included in the return.
  • The years listed under the "New Jobs Credit" and "Investment Credit" sections of Form 506 for tax years 2020, 2019, and 2018 have been updated.

Oregon Update 13

• Individual, Corporation, S Corporation, and Partnership Packages:
  • EF Message 0255 is now produced when OR screen DDC is not completed and the "State/city" of "ORR - Corporate Activity Tax Return" is selected on federal screen PMT.
  • OR Form CAT has been approved and activated for printing.
• Estate Package:
  • Form OR-706 has been updated to the latest version and approved for paper-file.
• Individual, Corporation, and S Corporation Packages:
  • Interest rates have been updated for the late penalty calculation on Form OR-37 (Individual package). 
  • Interest rates have been updated for the late penalty calculation on Form OR-37, and Form OR-37 has been approved for e-file (Corporation and S Corporation packages).

General Program Update 30

• An update prevents the program from closing unexpectedly when there are more than 100 federal screens 99G or 99M.

1120 Program Update 18

• General program update.

Rhode Island Update 14

• Partnership Package:
  • The intended information will now flow to RI Form RI-1041.
• Fiduciary Package:
  • Several RI forms have been updated.
• Partnership Package:
  • An update will prevent the software from closing unexpectedly when RI is present in the return.

1120S Program Update 19

• An update prevents reject "SK3-F1120S-006-01" when e-filing Schedules K-2 and K-3.

990 Program Update 16

• General program update.

Utah Update 8

• Fiduciary Package:
  • "Withholding waiver claimed...," on UT Form TC-41N has been updated, preventing reject "41_22_307."
• Partnership Package:
  • UT EF Message 201 is now produced when a special character is entered in either "First Name" or "Last Name" field on federal screen K1, preventing reject "DRKPARSE" on element "LastName."

Vermont Update 12

• Individual Package:
  • The check boxes on VT screen 140 have been updated. 
  • VT Low Income Child and Dependent Care Worksheet (VTWK_CC) has been removed from the program.
  • Part II has been removed from VT screen 112.