1040 Individual 23-3.1

tip

Pending releases

Release date: 2/09/2024
The following forms are not available with this release:
  • Form 1045
  • Form 3468
  • Form 3800
  • Form 4136
  • Form 5695
  • Form 5884
  • Form 6478
  • Form 6765
  • Form 8586
  • Form 8611
  • Form 8824
  • Form 8826
  • Form 8835
  • Form 8844
  • Form 8846
  • Form 8865
  • Form 8881
  • Form 8882
  • Form 8904
  • Form 8906
  • Form 8908
  • Form 8910
  • Form 8911
  • Form 8932
  • Form 8936
  • Form 8941
  • Tax Equalization (TEQ)
  • Election Statements
  • SRJD
  • Form 7203 -
  • Partner Basis Worksheet
  • K-1 Review
  • K-1 Reconciliation -
  • Schedule E
  • Schedule K-1 Other income and other deductions
    will be updated to follow the new income and deduction codes added in the draft version of the 1065 and 1120-S Schedule K-1 Instructions.
  • IRA- and Roth IRA-
    related basis worksheets are in the system, but worksheet print is still in development.
  • K-1 Transfer
    from 1065/1120S/1041 to 1040 is being updated to reflect new K-1 fields.
  • Form 1040NR Schedule P
    is under development and will be available in a future release.
  • We are still working on adding the e-file for
    Form 8949
    IRC Section 1061 Adjustments.
  • E-filing of
    Form 1116, Schedule B and Schedule C
    is under development and will be available in a future release. E-filing of
    Form 1116, Schedule B
    is available in this release.
  • We are aware that when a partnership has more than 1 K-1 for the taxpayer, the program
    can't transfer multiple K-1s in 1 transfer
    . Currently, you have to transfer them one at a time. A fix will be available in a future release.

New York

Forms IT-209 and IT-2105 are under development. These forms will be available in a future release.

California LLC

The Letters and Filing Instructions are under development.

Hawaii

We fixed an alignment issue and an incorrect due date.

Idaho

We fixed ES vouchers where the spouse name was populating on MFS returns.

Maryland

We corrected the e-file reject diagnostic for Form 502, line 28 where the diagnostic displayed incorrectly for certain resident taxpayers of Anne Arundel County and Frederick County.

Minnesota

We fixed the e-file diagnostic for Form M1M. On Form M1M, line 32 will need to equal the sum of the subtractions from Income, line 11 through 31.
We resolved the Form M1PR, Page 2, line 22 and Federal bonus add-back issue.

New York

Forms IT-213 and IT-215 are now available.

Utah

We resolved e-file issues on Page 2, line 2 "Dependents" and Page 3, Part 5 "Withholding" so they generate correctly.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close