18089: 2023.03.23 - Drake22 Updates

Arkansas Update 21

• Individual Package:
  • The intended amount is now produced as expected on line 29, "Tax," of AR Form AR1000F/NR for Married Filing Jointly returns.
  • AR Credit for Taxes Paid to Other State Worksheet (AROSTC_WK) is now produced as expected on returns with Married Filing Separate on the same return filing status.
• S Corporation and Partnership Packages: 
  • An update prevents reject "DRKPARSE" on element "SignatureOption."
• Corporation Package: 
  • EF Message 0098 is now produced when "AR EXT" is selected in State e-File Override" on federal screen EF and the following occurs: 
    • AR screen EXT is blank 
    • "Extension payment...," is blank on AR screen EXT 
    • "Extension was previously filed...," is selected on AR screen EXT

Multiple Package Update 15

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Page 4 of ID Form ID K1 has been added to Setup > Pricing.
• S Corporation, Partnership, and Fiduciary Packages:
  • The KY Schedules K-1 are now printed as intended in the K1 folder on the forms tree of View/Print.
• Individual and Partnership Packages: 
  • OK Form EF has been removed from Setup > Pricing. 
  • Prior years have been updated on OK Form 506 IND.

California Update 17

• Individual Package: 
  • EF Message 2865 is now produced when CA Form 568 is included in the return and an invalid date is entered on line KK(2) of CA screen QUES, preventing reject "F568-144."
  • An update prevents reject "SCHCA/NR-047" on CA nonresident returns when a CA adjustment is included on line 8e, "Income from federal Form 8853," Section B, of Schedule CA (540NR).
  • Applicable superseded returns can now be selected using the EF Return Selector after the original return has been accepted.
• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "DaytimePhone" when non-numeric characters are entered for the "Daytime phone number" on federal screen PMT.
• S Corporation Package:
  • The intended QSUB estimated payment amount is now produced on CA Form 100-ES when more than one QSUB is included in the return.
• Individual and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "DisasterTitle" when disaster code "122 - 2021 Dixie, McFarland & Monument Fires" is entered on CA screen NOL2. 
  • An update prevents reject "DRKPARSE" on element "ElectiveTaxCredit" when a pass-through entity with "0" (zero) credit is entered on CA screen 3804.
• Corporation and S Corporation Packages:
  • The list of incorporated countries has been updated on line F of CA screen SCHQ. 
  • EF Message 9427 is now produced only when applicable.
• Corporation, S Corporation, Partnership, and Tax-Exempt Packages:
  • EF Message 2006 is no longer produced when a preparer with a foreign address is entered on federal screen PREP.

Hawaii Update 8

• S Corporation Package:
  • EF Message 0079 now prevents "DRKPARSE" on element "ReturnsAndAllowances" regarding HI Form N-35.
• Individual Package:
  • EF Message 3113 is now produced when the date entered in the "From" field on HI screen DEMO is later than the date that is entered in the "To" field, preventing reject "HIRHS-006."
  • The HI NOL Cares Act Addback Adjustment has been removed from the program and will no longer flow to line 19, "Other Income," on HI Form N-15.

Iowa Update 21

• Individual Package:
  • The intended amount is now produced on line 3, "Less charitable mileage deduction...," on IA Line 37 - Other deductions (Charitable Miles) Worksheet (IAOD_WKS).
• Corporation, S Corporation, and Partnership Packages: 
  • IA EF Message 0199 is no longer produced when the "NAICS Code" on IA Form 1065 ends in "00."
• Fiduciary Package: 
  • IA EF Messages 244, 245, and 246 are no longer produced for the current tax year. 
  • An update prevents reject "DRKPARSE" on element "Name" when an invalid character is entered in the "Name" field on federal screen K1.
• S Corporation Package: 
  • The correct income amounts produced on the federal Schedule K-1 will now flow as intended to column G on IA Form PTE-C.

Indiana Update 14

• Partnership Package:
  • An update prevents reject "FIT-65-001-0" regarding IN Form IT-65.
• Partnership and Fiduciary Packages: 
  • An update prevents reject "DRKPARSE" on element "COREntityAGIStateAmt" regarding IN Schedule Composite-COR.
• Individual Package:
  • IN estimated overpayments are now calculated for state and county tax per installment quarter. 
  • An "Alternative overpayment ordering for Indiana ES" check box has been added to IN screen 2. When selected, estimated overpayments will be applied to state tax first; any additional payments will be used for county tax.

Kansas Update 15

• Individual Package:
  • When multiple KS Forms RF-9 are present in the return, the intended required PDF attachments can now be added on the "Attach PDF" screen in View/Print mode, resolving reject "5."
• Individual, Corporation, S Corporation, and Partnership Packages:
  • An EF Message is now produced when a PDF attachment is required for credit overrides entered on KS screen CR.

Massachusetts Update 27

• Individual Package: 
  • An update prevents alimony income and adjustments from flowing to Schedules X and Y for divorces filed after December 31, 2018, as per MA Technical Information Release (TIR) 23-5.
  • Negative values entered as short-term losses in Drake Tax 2021 now flow to line 16 of MA Schedule B when updated to Drake Tax 2022, as expected.

Michigan Update 15

• Individual Package 
  • The intended amounts are now produced on line 24, "Short-term capital loss carryover," columns D and E, of Form MI-1040D.
  • Form MI-1040CR-7 can now be e-filed when federal EF Message 0192 is present.

North Carolina Update 11

• S Corporation and Partnership Packages:
  • An update resolves reject "DRKPARSE" on element "ReturnState" when filing Form D-403.
  • An update resolves reject "DRKPARSE" on element "ReturnDataState" when filing an amended Form D-403. 
  • EF Message 0126 now prevents reject "DRKPARSE" on element "OtherReductions" when filing Form CD-401S.
• Fiduciary Package: 
  • EF Message 0093 now prevents reject "NCBUS-1030" when filing an amended Form D-407.
• Corporation Package:
  • An update prevents EF Message 0142, allowing an amended Form CD-405 to be e-filed.

New Mexico Update 8

• S Corporation and Partnership Packages:
  • The "FEIN" is now displayed as expected in the "Paid Preparer's Use Only" section on NM Form RDP-41367.
• S Corporation and Partnership Packages:
  • The applicable residency status, based on the resident state entered on federal screen K1E, is now produced on box 4 of Schedule A on NM Form RPD-41367.

Oregon Update 15

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The intended tax information is now produced on the Portland, OR, filing instructions for certain return types.
• Partnership Package:
  • An update resolves reject "DRKPARSE" on element "ZIPCd."
• Individual Package:
  • The amounts on lines 3, "Rents received," and 4, "Royalties received," on federal Schedule E are now included in the calculation for lines 2, "Total gross income from all Schedules...," and 5, "Total gross income reported on line 2...," on OR Form SP-2022.

Pennsylvania Update 15

• Individual Package: 
  • PA Schedule OC is now produced for the spouse when applicable.
  • The taxpayer's W-2 wages are now used when calculating the taxpayer's Annual Reconciliation of Employee Earnings Tax (PAPHL40) for Philadelphia. Prior to this update, in certain situations, the spouse's W-2 income was used for the taxpayer's return.
  • Filing instructions have been updated for PA Form REV-276 for taxpayers owing less than $15,000.
  • EF Message 0086 is now produced only when applicable.
• S Corporation Package:
  • EF Message 0364 has been updated for clarity.
• Corporation and S Corporation Packages: 
  • Print alignment has been adjusted for the PA REV-860 Schedule OD - Other Deductions Attachment (PA860AT2).
  • Federal Forms 3115 and 8824 are now automatically included in the return, as applicable, when option "10" or "11" is selected on PA screen 3.
• Fiduciary Package:
  • The fiduciary's "Signature Date" on federal screen PIN now flows as intended to Form PA-8879F.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages: 
  • The BIRT and Mandatory Estimated BIRT Extension Payment Coupon (PAPHBREX) is now produced as intended when data is entered on PA screen BPEX. Prior to this update, BIRT Schedule B was incorrectly produced in place of PAPHBREX. 
  • Philadelphia BIRT Schedule D has been updated to the latest version. No calculations have been affected.