18098: 2023.03.31 - Drake22 Updates

Arkansas Update 23

• Individual Package: 
  • Line 27, "Low income table," is now marked on AR Form AR1000F in certain situations when the filing status is Head of Household and dependents are present in the return.
• S Corporation and Partnership Packages:
  • An update prevents reject "DRKPARSE" on element "ApportionmentOfIncome."
  • Amounts on line 9, "Net section 1231 gain (loss)...," of federal Schedule K will now flow as intended to line 28, "Current Year Capital Gains," on AR Form AR1100PET.

Arizona Update 16

• Individual Package:
  • The intended green check mark is now displayed in the "Accepted" column of the Calculation Results window for applicable AZ returns.
• S Corporation Package:
  • Amended AZ Form 120S has been approved and is now available for e-file. 
  • An update prevents reject "DRKPARSE" on element "PTEElectionYes."
• Partnership Package:
  • An update prevents reject "DRKPARSE" on the element "BegOfYr."

General State Updates 16

• Individual Package:
  • The intended mailing address for IN Form IT-40 with a balance due is now printed on the IN Client Results Letter.

Federal Program Update 24

• An update resolves reject "DRKPARSE" on element "CountryCd."

California Update 19

• Individual Package: 
  • "Exempt Organization" is now marked on CA Form 568 when "Form 199" is selected on CA screen INFO.

Colorado Update 16

• Individual Package:
  • The program was updated so that if any of the following is true, EF Message 0034 is generated:
    • The "Date of Transfer" on Form 1305 is prior to 1/1/2000 
    • The "Date of Transfer" is between 01/01/2000 and 01/01/2003 and the amount is greater than $20,000
    • The "Date of Transfer" is after 01/01/2003 and the amount is greater than $50,000
  • The literal "AGI less STD/ITM deduction" is now generated on line 1, "Federal Taxable Income," of Form DR 0104, explaining the calculation used.
  • An update prevents CO parse error "EmployeeOrAccountOwner."

General Program Update 6

• General program updates.

Georgia Update 16

• Individual Package
  • The e-signature lines for the taxpayer and spouse are now produced as intended on GA Form GA-8453.

Hawaii Update 9

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The amount on line 54, "Unused Credit to Carryover, on HI Form N-342 now flows to line 22, "Attach all Form(s) N-342", on HI Schedule CR.
  • The selected "System type" on HI screen N342 now flows as intended to line 22, "Place an X in the appropriate box", on HI Schedule CR.
• Individual Package:
  • The intended information is now produced on the "Filing method" section of HIN15 Filing Instructions when EF Message 0016 is present in the return. The instructions will now indicate that the return must be paper-filed.

Indiana Update 15

• Individual Package 
  • The intended mailing address for IN Form IT-40 with a balance due is now printed on the IN Client Results Letter.

Louisiana Update 11

• Individual, Corporation, and S Corporation Packages:
  • An update prevents reject "DRKPARSE" on element "SchemaFile" regarding extensions for LA Forms IT-540-2D and CIFT-620-2D.

Massachusetts Update 29

• Individual Package: 
  • The amount on line 10 of federal Schedule 1 now flows as intended to line 9a, "Certain qualified deductions...," on MA Schedule Y.
• Tax-Exempt Package: 
  • Additional screens can now be completed on the "State List" link on MA screen ORG2 when pressing "PAGE DOWN."

Maryland Update 15

• Individual Package:
  • MD Refundable Child Tax Credit Worksheet (MD_CTCWK) has been updated to the latest version.
  • MD Form 1 has been updated to the latest version.
  • The override amount on line R, "Member of PTE that elected...," on MD screen 2 now functions as intended.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • MD State Record 255 (DC255B) has been updated to the latest version.
  • MDGAIN~ has been updated to the latest version.
• Fiduciary Package:
  • MD Form 504E has been updated to the latest version.
• Corporation Package:
  • MD Form 500D has been updated to the latest version.
• Corporation, S Corporation, and Partnership Packages:
  • An update resolves MD rejects "FORM510D-80330-011" and "FINTRAN-98150-02" regarding MD Form 510.

Maine Update 17

• Individual Package: 
  • An update resolves reject "DRKPARSE" on element "ColD" regarding ME Annualized Income Installment Worksheet for Underpayment of Estimated Tax (ME2210A).

Montana Update 15

• Individual Package: 
  • MT EF Messages have been updated.
  • The following worksheets have been approved for printing: 
    • Montana Estimated Tax Worksheet (MTESW)
    • Worksheet ESA - Estimated Tax Annualization Worksheet (MTESA) 
  • EF Message 0030 is now produced when the amount on line 34, "Partial pension, annuity, and IRA income...," on MT Subtractions Schedule of MT Form 2 does not equal the amount on line 7, "Partial pension, annuity, and IRA income...," of page 6 on MT Form 2.
• S Corporation and Partnership Packages:
  • MT Form-PR and the extension balance due are now included on the MT Client Results Letter. 
  • "X" is now marked on line "The owner is a Domestic 2nd tier PTE" on MT Schedule K-1 when "Owner is a Domestic 2nd tier PTE" is selected on MT screen K1.
  • Amended MT Form PTE can now be e-filed.

1065 Program Updates 23

• Codes "NA - 8990 exempt entity adjustment" and "NB - 8990 BIE adjustment" have been added to line 20, "Other information," on screen K1P. 
• A Return Note is now produced when an amount is entered for code "NA" or "NB" on line 20 screen K1P, reminding the preparer of statement requirements. 
• EF Message 1113 is no longer produced when superseded returns are e-filed with the extended due date.

New Hampshire Update 6

• Individual Package
  • An update resolves reject "DRKPARSE" on element "EighthPriorLine."

Oregon Update 18

• Individual Package:
  • The "Non-resident" check box on OR screens MC40 and ME40 now function as intended.
  • An update prevents reject "DRKPARSE" on element "FormMET40" regarding OR Forms MC-40 and MET-40.
  • The 4/18/23 due date is now printed on the OR returns and filing instructions if the "Requested payment date" is blank on federal screen PMT.

Pennsylvania Update 17

• Individual and Fiduciary Packages:
  • Amounts entered on line 3, "Early withdrawal penalty," on federal screen OID and line 2, "Early withdrawal penalty," on federal screen INT will now flow as intended to line 8, "Other reduction adjustments," on PA Form PA-41 Schedule A.
  • Amounts entered on line 3, "Early withdrawal penalty," on federal screen OID and line 2, "Early withdrawal penalty," on federal screen INT will now flow as intended to line 8, "Other reduction adjustments," on PA Schedule A.
• Individual Package:
  • The intended filing information is now produced on the PA Local ES Estimate Instructions.
  • The text and field help for line 6 on PA screen 1000 has been updated. 
  • "PAEFATU" is now grouped under "PA 40" on the forms tree in View/Print mode.
• S Corporation Package:
  • EF Message 1104 is no longer produced when attempting to file an amended City of Philadelphia Business Income and Receipts Tax return (BIRT) after the original return has been accepted.
• Individual, S Corporation, Partnership, and Fiduciary Packages:
  • "2023" is now produced on the PA Net Profits Tax Estimated Payment Vouchers (PAPHNPES).

1120 Program Update 20 

• Information entered on screen "ES" now flows as intended to Taxes and Licenses Attachment (Wks Tax/Lic) when "Cash" is selected on screen K.
• EF Message 1113 is no longer produced when superseded returns are e-filed with the extended due date.
• Information entered on line "DBA (Doing business as)" on federal screen 1 now flows to line 1a on Form 5472.

1120S Program Update 20

• Screen III1 is now available in data entry.
• Print alignment has been adjusted on Form 2553. 
• EF Message 1113 is no longer produced when superseded returns are e-filed with the extended due date.

990 Program Update 19

• "10 - State college/University" has been added to the 990-T drop list for the Tax Exempt Status on screen 1. Selecting this option marks the "State college/universities" check box which has been added to Item G on Form 990-T, which are not recognized as exempt under section 501(c)(3).