2023.03.28 - Drake22 Updates
Florida Update 15
- Partnership Package:
- EF Message 1001 is now produced when federal EF Messages are
present in the return.
Kansas Update 16
- Individual Package:
- KS sourced income with "Special tax treatment" codes "M" and "R" on
federal screen W2 are now excluded from wages as intended.
- Return Note 136 is now produced when the following applies:
- Kansas tax is under-withheld by more than $500.
- The underpayment exceeds 10% of the total tax balance.
- Partnership Package:
- KS fourth quarter estimated payment due date for KS Form K-120ES has
been updated to December 15, 2023.
- Ownership percentage amounts entered on federal screen K1 will now
flow as intended to KS Schedule K-1.
- S Corporation and Partnership Packages:
- The override amount entered on line 47, "Credit Forward," on KS
screen 2 now functions as intended.
- An EF Message is now produced for KS Form K-120S returns that meet
the following conditions:
- Entity's partners/shareholders are Kansas residents.
- Line N, "Electing to be subject to tax at the entity level," is
selected on KS screen 1.
- The entity has income within and outside of Kansas.
Kentucky Update 15
- Individual Package:
- The taxpayer's (and spouse's SSN) now flows to column A of
Schedule KW-2, as expected.
- S Corporation, Partnership, and Fiduciary Packages:
- The KY Schedules K-1 are now displayed in the "KY PTE K1" or "KY 741K1"
folder in View/Print mode.
Maryland Update 14
- Partnership Package:
- An update prevents reject "DRKPARSE" on element "PYStateIncomeTax"
on MD Form 511.
- An update prevents reject "DRKPARSE" on element "Nonresident" on
MD Form 510.
- In update prevents reject "FORM511-04050-040" on Schedule B of MD Form 511.
- Individual Package:
- An update prevents reject" DRKPARSE" on elements "CityNm,"
"AddressLine1Txt," "PhoneNum," "W2StateLocalTaxGrp,"
"PreparerAuthorizedToDiscuss," "MACAddress," and "RefundDisbursementCDSubmit,"
on MD Form 502.
- An EF Message is now produced when there is only tax withheld and no income present on screen 99N, preventing reject "Form502-01710-010."
- An update resolves reject "FinTran-98190-020" on MD Form 502.
- S Corporation and Partnership Packages:
- The "Signature and Verification" check box on page 3 of MD Form 510 is
now marked as intended when "Yes" is selected on line "May IRS or state
DOR discuss return with preparer" oF federal screen PREP.
- Corporation Package:
- MD Form 500D has been updated to the latest version.
- An update prevents reject "HEADER-00470-010" on MD Form 500E.
Maine Update 16
- Individual Package:
- Data entered on line 9 of ME screen WKA2 is now produced on
Maine Worksheet A - Line 9 - Taxpayer (ME_ATT03) as expected.
- A PDF copy of the Credit for Income Tax Paid to Other Jurisdiction
Worksheet (MEWKOJUR) is now automatically attached to the return
using the Attach PDF feature in View/Print mode when MEWKOJUR
is present in the return.
- EF Messages 3103 and 3106 have been updated.
- EF Messages 1009, 1010, and 1011 are now produced, respectively,
when the following worksheets have not been attached using
the Attach PDF feature in View/Print mode:
- Maine Worksheet A - Line 9 - Spouse (ME_ATT04)
- Maine Worksheet A - Line 10 - Taxpayer (ME_ATT05)
- Maine Worksheet A - Line 10 - Spouse (ME_ATT06)
- An update prevents reject "DRKPARSE" on element "LandlordName"
when an invalid "Landlord name" is entered on ME screen PTFC.
- S Corporation and Partnership Packages:
- Extension payments due for Forms 901ES-ME and 941P-ME are now
produced on the Client Results letter as expected.
New York Update 18
- Corporation and S Corporation Packages:
- EF Message 0046 is no longer produced when "Do NOT send Federal" is
selected on federal screen EF.
- An update prevents reject "DRKPARSE" on element "claimed."
- EF Message 0678 now prevents reject "DRKPARSE" on element "pShipNYCMInfo."
- The officer's signature is now produced as expected on NY Form TR579-CT.
- Partnership Packages:
- NY Form NYC-EXT can now be filed after NY Form IT-370-PF has been
accepted.
- Fiduciary Package:
- An amount on line 6, "New York State tax...," is now produced when
the following conditions are present:
- "Final return" is selected on federal screen 1
- The amount of "0" (zero) is produced on line 5, "AGI," on Worksheet
for Calculating Adjusted Gross Income (AG) (Wks AGI)
- The amount of "0" (zero) is produced on line 15, "Income distribution
deduction," on Schedule B of federal Form 1041
Oregon Update 16
- Individual Package:
-
EF Message 0149 is now produced when the following entries do not
match line 11 of federal Form 1040, preventing reject "OR-045":
- Line 7 on OR Form OR-40
- Line 29F on OR Form OR-40-N
- Line 29F on OR Form OR-40-P,
- Line 23 on OR Form MC-40-NP now calculates as intended.
- Line 29 on OR Form MET-40-NP now calculates as intended.
- The amount of characters on the "Employer Name" column of OR Form MET-40 have been decreased.
- OR Forms MC-40 and MET-40 have been approved and are now available for e-file.
- Fiduciary Package:
- OR Form E-2022 has been approved and is now available for e-file.
- OR Form METBIT-41 has been approved and is now available for e-file.
General Program Update 34
Rhode Island Update 16
- Individual Package:
- Line 7, "Miscellaneous income from Federal Form 1040...," on RI Form
RI Schedule II is now calculated as expected.
-
S Corporation Package:
- Line 9, "Other payments," on RI-1120S is now included in the calculation
of line 10, "Total payments."
- S Corporation, Partnership and Fiduciary Packages:
- EF Message 47 is now produced when the "Accounting Method" is blank on
federal screen 1.
- Fiduciary Package:
- An update resolves reject "DRKPARSE" on element "ModRISourceInc."
- Corporation Package:
-
"Initial Return" and "Final Return" check boxes on RI Form RI-1120C
are now marked as expected when they are selected on RI screen 1.
-
Individual Package:
-
EF Message 43 is now produced when attempting to file an original
RI return with a federal superseded return.
Washington Update 15
- Individual Package:
- An update prevent reject "DRKPARSE" on element "SelfEmployIncome2."
- The intended information is now produced on WA Working Families
Tax Credit Worksheet (WAINC).
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