2021.04.30 - Drake20 Updates

Hawaii Update 9

• Individual Package:
  • To prevent the doubling of an amount on Form 6252, Installment Sale Income, from flowing to HI- Capital Gain/Loss Worksheet, a check box was added to HI screen CGL indicating the short-term or long-term gain which is already included on Schedule D-1, Sales of Business Property, should be excluded.
  • To prevent a parse error on 'SolarEnergySystem', an EF Message is now generated when no entry is made in the "Date placed in service" field (when it is not a carryover) on HI screen N342, Renewable Energy Technologies Income Tax Credit.
  • Part II: Credit for Child and Dependent Care Expenses, is now produced, as expected, on Schedule X, Tax Credits for Hawaii Residents, for part-year residents with expenses incurred in Hawaii.
• S Corporation and Partnership Packages:
  • Schedule D-1, Sales of Business Property, now functions as expected when there is an amount on line 8 of Part I.

Iowa Update 26

• Individual, Corporation, S Corporation, Partnership and Fiduciary Packages:
  • Negative numbers can no longer be entered in the "special election" fields in the Part II section of IA screen SCH2. If negative numbers had already been entered in these fields prior to this update, EF Message 0105 prevents the return from being e-filed and generating parse error (701,33), "Referencing value being too large or small."
• Individual Package:
  • EF Message 0021 is produced if both the "Company-Wide" and "Site-by-Site" check boxes are marked on IA screen 64, preventing a return from receiving parse error "IA-IA1040 Error(225,11)" or "Error(226,10) invalid element."

Kansas Update 14

• Individual Package:
  • The correct date for electronic payment will now be reported in the KS 40V Individual Income Payment Voucher instructions.

Kentucky Update 21

• Corporation Package:
  • The intended year-ending date will now be displayed on Form 720EXT, Extension of Time to File Kentucky Corporation/LLET Return.
  • Line 5, "Enter the amount of current year loss," on section B of Schedule NOL, Net Operating Loss Schedule, will now be calculated as expected when line 4, "Totals," on section A has a value of "0" (zero).
  • Line 6, "Enter the amount from Section A, line 9," on section B of Schedule NOL, Net Operating Loss Schedule, will now be calculated as expected when the amount on line 9, section A, is negative.
• Partnership Package:
  • EF Message 2021 has been added to the program and will now be generated when an address entered on a federal K1 screen does not match the state selected from the "Resident state" drop list, preventing reject "KD1PTE-0004."
• Individual Package:
  • The spouse's first name will now be displayed as intended on Form 740V, Kentucky Electronic Payment Voucher, when the return's filing status is Married Filing Jointly.
  • The expected amount on line 9, "Enter excludable amount of retirement income," in column B of Schedule M, Kentucky Federal Adjusted Gross Income Modifications, will now calculated when the federal filing status is Married Filing Separately.

Louisiana Update 17

• Individual Package 
  • The Annual Retirement Income Exemption on line 18 of the Nonresident and Part Year Resident Worksheet (LA NPR WK), will now be limited by the amount of taxable retirement income in the "Louisiana" column of line 6.

Massachusetts Update 19

• Individual Package:
  • An update prevents MA reject "F1-0097," "The Rental deduction amount has been calculated incorrectly," for clients who report interest/dividend income on MA Schedule C, Massachusetts Profit or Loss from Business.
• Fiduciary Package:
  • An update prevents the tenth digit of the phone number on Form MA 2848, Power of Attorney, from flowing over onto the next line.

Maine Update 20

• Individual Package:
  • Obsolete forms have been removed from the program.
  • The calculation results screen will no longer indicate in error that an amended Form 1040ME, Main Individual Income Tax, is ineligible for e-file.
  • The EF transmission record will now contain the necessary information when federal Form 1099-NEC, Nonemployee Compensation, is included in the return, preventing reject "ME1040-1150."

Michigan Cities Update 21

• Individual Package
  • Per MI Public Act 7, the following return and payment due dates have been updated:
    • Detroit Individual tax returns have been extended to May 17, 2021
    • Form HU-1040, Hudson Individual Income Tax Return, and Form CF-1040, Michigan Common Cities Individual Return, have been extended to June 1, 2021.

New Jersey Update 12

• Individual Package:
  • New Jersey returns with foreign addresses can now be e-filed.
  • The program was updated to prevent EF reject DRKPARSE for element ‘CityNm.'
  • New Jersey will now create message 1120 if the PMT date prior to 01-01-2021.

Ohio Update 30

• Individual Package:
  • Courtesy withholding will now be allocated as intended on the R.I.T.A. Line 7a Limit Computation worksheet ("OH RITA Line 7a Limit Wks") for returns with more than one workplace locality.
  • An EF Message has been added to the program and will now be generated when the "Requested payment date" entered on OH screen RTDD is prior to the current date.
  • EF Message 0194 will no longer be generated when OH withholding flows from federal Form 1099-NEC, Nonemployee Compensation.
  • An update prevents generic city reject "R14", "R23" and reject "DRKPARSE" for element "BusinessNameLine1."
  • NOL will now be displayed as intended on page 2 of Form IR-25, City of Columbus City Income Tax Return for Individuals.
  • Data will no longer be erroneously deleted from OH screen NOL when the return is calculated with the "CCA" check box marked.
  • Alternate signatures will now be generated as intended for Ohio Generic City Income Tax returns.
  • Line 21, "Total Days in Columbus," on page 3 of Form IR-25, City of Columbus City Income Tax Return for Individuals, has been updated to the latest version. Prior to this update, the line number "16" was used in place of "17."
  • The tax credit limit for the city of New London has been updated to 100%.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • NOL will now be applied as intended on Generic City returns when the NOL was accrued in 2017 or later. Prior to this update, the 50% limitation for NOL implemented by Ohio was not being properly allocated.
  • An update prevents RITA reject "F27-SCHB-403" and "F27-CONF-100."
  • EF Message 6207 has been added to the program, preventing RITA reject "F27-FORMINCOME-310."
  • An update prevents reject "DRKPARSE" for elements "PreparerUSAddress" and "AmountPaid."
  • An EF Message has been added to the program, preventing reject "DRKPARSE" for element "Form27."
  • Printing alignment has been updated for the CCA Net Profit Estimate form.
• All Packages:
  • "Springfield-Akron JEDD" has been added as an Ohio locality.

Oregon Update 17

• Individual Package
  • For Form OR-40-N, Oregon Individual Income Tax Return for Nonresidents, new data entry fields have been added to OR screen WFC for exempt income. The credit is no longer calculated if either the taxpayer or spouse has no earned income taxable to OR, or if exempt earned income is calculated to "0" (zero), such as a subtraction due to:
    • Air carrier employees, nonresident
    • Amtrak Act
    • Enrolled members of federally recognized American Indian Tribe
    • Hydroelectric dam workers
    • Interstate transportation wages, Amtrak Act
    • Military (see OR Publication 17)
    • Waterway workers, nonresident
  • Prior to this update, OR exempt earned income was still included as earned income for Working Family Household and Dependent Care Credit, causing some returns to calculate WFHDC Credits when not eligible.
  • The field help has been updated on line 8 of OR screen PEN, Underpayment Penalty.

1120 Update 29

• An EF Message prevents parse errors associated with incorrect data entered on screen 8993. (GrossFDDEIAmt)
• An EF Message is now produced if a "Category of Income" code of "RBT PAS," "RBT GEN," "RBT FB," or "RBT 951A," or a country from the "Income Re-Sourced by Treaty" drop list is selected for Form 1118 on an applicable 1118 screen. Forms 1118 using any of the above "Category of Income" or "Country" codes cannot yet be e-filed. These codes will be added in an upcoming update, and this message will be removed.
• All schedules of Form 1118, except C, D, E and J, are now available, and the watermarks have been removed.

General State Programming 29

• Ohio: All Packages:
  • "Springfield Akron JEDD" has been added as a selection for Ohio localities.
• Rhode Island: Fiduciary Package:
  • The ZIP code for the mail-to address for estimated RI fiduciary payments has been corrected in the client results letter.

990 Update 26

• An update prevents the program from occasionally closing when generating federal Form 990-T.
• An EF Message prevents parse errors associated with missing data on screen 81, Parts I & II Income & Deductions, of the 990-T package. (IRS990TScheduleA) 
• An EF Message prevents rejects associated with Form 4562 of a Form 990-T return. (SA-F990T-017)
• Form 1118 is now available, and the watermark has been removed.
• A program update prevents parse errors associated with missing data on screen 85, Parts IV & V, Rent, Unrelated Debt-Financed Income, of the 990-T package. (RentIncomePropertyGrp)
• An EF Message is now produced if a "Category of Income" code of "RBT PAS," "RBT GEN," "RBT FB," or "RBT 951A," or a country from the "Income Re-Sourced by Treaty" drop list is selected for Form 1118 on an applicable 1118 screen. Forms 1118 using any of the above "Category of Income" or "Country" codes cannot yet be e-filed. These codes will be added in an upcoming update, and this message will be removed.

Utah Update 13

• Individual Package:
  • An amount of "0" (zero) will now be generated on line 5, "Additions to income," of Form TC-40, Utah Individual Income Tax Return, when no addition to UT income exists, preventing reject "DRKPARSE" for element "Income."
• Fiduciary Package:
  • EF Message 0038 has been removed from the program, as Schedules K-1 are no longer required to be attached with Form TC-41, Utah Fiduciary Income Tax Return.

Wisconsin Update 19

• Individual Package:
  • Schedule HR, Part II, line 13 now allows for an unlimited number of projects.
  • The "Entity Level Additions/Subtractions" screen, accessible through a link on WI screen 2, is no longer deleted when the return index file is repaired.
  • A DRKPARSE reject on the element 'TaxOptionSEntityAdjustments' has been resolved for returns when an invalid EIN is entered for an entity-level addition or subtraction (using the "Entity Level Additions/Subtractions" screen, accessible through a link on WI screen 2) for Schedule AD or Schedule SB.
  • A DRKPARSE reject on the element 'WisconsinOrdinaryGains' has been resolved for returns where the value calculated for WI ordinary gains on WI Schedule WD is "0" (zero). 
  • A DRKPARSE reject on the element 'InNewStateDidYou' has been resolved for returns where question 7a, "Register to Vote?" of WI screen LR1 contains an invalid entry.
  • An EF Message now prevents reject F1NPR-302 when the property tax credit is claimed by eligible veterans and surviving spouses and the resident status is "Nonresident."
  • Line 4 of WI Schedule H is now completed automatically based on line 22, rental or royalty loss, of any federal Schedule E. 
  • A DRKPARSE reject on the element 'SchOS' has been resolved for returns with incomplete entries on line 28 of WI screen OS for the net tax paid to another state.
• S Corporation Package:
  • A DRKPARSE reject on the element 'TaxpayerSSN' has been resolved for returns where the taxpayer's Social Security Number is invalid.
  • A DRKPARSE reject on the element 'ForeignTransactionsGroup' has been resolved for returns with an invalid country name on Form 5S, page 4, line 14a.
• Fiduciary Package:
  • A DRKPARSE reject on the element 'UnderpaymentCode' has been resolved where an invalid exception code "02" is entered on WI screen 2, line 24.

West Virginia Update 12

• S Corporation and Partnership Packages:
  • Overrides for Schedule K-1, Schedule of WV Partner/Shareholder/ Member/Beneficiary Income, Loss, Modification, Credits, and Withholding, will function as expected when multiple K-1s with the same EIN are present on the return.
• Individual Package:
  • West Virginia has decided that it will not be conforming with the federal provision to extend the due date for residents of TX, OK, and LA affected by the February winter storms; as such, the due date for WV individual returns for residents of the aforementioned states has been changed to May 17, 2020.