18094: 2023.03.29 - Drake22 Updates

Arkansas Update 22

• Individual Package: 
  • The amount entered on line 15, "State tax w/h," on federal screen W2G now flows as intended to line 39, "Arkansas income tax withheld," on AR Form AR1000F or AR Form AR1000NR.
• S Corporation and Partnership Packages:
  • The intended overpayment amount is now produced on line 13, "Amount of overpayment...," of AR Form AR1100PET when "O" is selected in the "OP Code" drop list for AR on federal screen ES.

California Update 18

• Individual and Fiduciary Packages:
  
  • An update prevents reject "DRKPARSE" on element "TaxOnDistributions" when both CA Schedule G-1 and federal Form 4972 are included in the return and line 6 of Form 4972 is negative.

Connecticut Update 11

• Estate and Tax-Exempt Packages:
  • The exclusion amount on line 2 of Schedule A on CT Form CT-706/709 has been updated to $16,000 per donee.
• Individual Package:
  • The expected amounts are now calculated on line 9, "Taxable amount of pension...," and line 13, "Taxable amount of social security benefits," of CT Schedule CT-1040AW.
  • The amount on line 2, "Taxable interest," of CT Schedule CT-1040AW is now calculated as intended.
• Individual, Estate, and Gift-Tax Packages:
  • The spouse's CT Form CT-706/709 is now produced when applicable.

1041 Program Update 20

• An update prevents reject "F8978-023" when Form 8978 is e-filed. - The Carryover Worksheet (WK_CARRY) has been updated to accurately reflect 2022 federal and state tax liabilities for the purpose of 2023 Form 2210 estimated tax penalty calculations.

1040 Program Update 28

• Federal withholding is now included on line 1b of the Worksheet for Form 2210, Part III, Section B – Figure the Penalty (WK_2210).
• The expected amount is now calculated on line 14, "...total basis in traditional IRAs," of Form 8606 when both of the following are true: - An amount is present on line 16 of Form 8606. - An amount is present on line 4, "Portion of line 1 made between 1/1/2023 and 4/18/2023," of screen 8606.

Massachusetts Update 28

• Individual Package:
  • The following worksheets are now produced as expected for eligible taxpayers and spouses:
    • Line 49. Excess Paid Family and Medical Leave Contributions Worksheet (MAWK_FML)
    • Line 53. Excess Paid Family and Medical Leave Contributions Worksheet (MAWKFNR)
  • Return Note 83 has been updated for clarity.

Michigan Update 17

• Fiduciary Package:
  • EF Message 0067 has been removed from the program based up updated guidance from the MI DOT.
• Individual Package:
  • EF Message 0228 is now produced when line 14, column A, of MI Schedule NR does not equal line 10, "Adjusted gross income," of Form MI-1040, preventing reject 72.

Detroit Update 

• Individual Package:
  • A "Detroit residency override" check box has been added to DT screen 1.

Ohio Update 13

• Individual Package:
  • OH generic city Schedule O is no longer produced when "0" (zero) is entered for the "Locality name" on federal screen 99M.
  • Income from federal screen 99M no longer flows to OH generic city Schedule O when federal Schedule "C," "E," or "F," or federal Form "4835," is selected from the "For" drop list.
• S Corporation, Partnership, and Fiduciary Packages:
  • Print alignment has been adjusted on OH Form IT K-1.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages: 
  • Stone Creek has been added to the Ohio RITA city list.

Utah Update 10

• Corporation, S Corporation, and Partnership Packages:
  
  • The Utah Enterprise Zone Credit code has been updated to "31," preventing the following rejects: - "20S_22_145" - "20S_22_146" - "20S_22_177" - "20S_22_178" - "20S_22_183"