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Release notes

1040 Individual 23-3.3F

Pending releases

Release date: 2/23/2024
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
  • We're updating
    Schedule K-1 Transfer
     from 1065/1120S/1041 to 1040 to reflect new K-1 fields.
  • Form 1040NR
    , Schedule P is under development and will be available in a future release.
  • We're still working on adding the e-file for
    Form 8949 IRC
    , Section 1061 adjustments.
  • E-filing of
    Form 1116
    , Schedule C is under development and will be available in a future release.
  • We're aware when a partnership has more than one K-1 for the taxpayer, the application can't transfer multiple K-1s in one transfer. Currently, you have to transfer them one at a time. We’ll address this in a future release.
  • We're updating
    Form 6198
    , At risk to reflect the new Schedule K-1 Other income and Other deduction fields. Returns that don't contain these new Schedule K-1 fields are not affected.
  • Partnership basis worksheet
     is being updated to reflect form changes and the new Schedule K-1 Other income and Other deduction fields. This worksheet has been blocked from printing.
  • Form 7203, Shareholder Basis
     is being updated to reflect the new Schedule K-1 Other income and Other deduction fields. Returns that don't contain these new Schedule K-1 fields are not affected.
  • Schedule K-1 Review
     contains a note on the 1st page about a future update to reflect the new Schedule K-1 Other income and Other deduction fields. Returns that don't contain these new Schedule K-1 fields are not affected.
  • Schedule K-1 Reconciliation
     contains a note on the first page about a future update to reflect the new Schedule K-1 Other income and Other deduction fields. Returns that don't contain these new Schedule K-1 fields are not affected.

California LLC

The Letters and Filing Instructions are under development.

Iowa

Schedule 148 is under development.
We are adjusting Form IA 4562A/B to transfer correctly to IA schedule I.

Missouri

Form MO-WFTC is under development.

Oklahoma

Form 511-EIC is under development.

Federal

We corrected an issue where the reconciliation report doesn't print for
Consolidated 1099 Reconciliation
.
We resolved an issue where e-file reject was occurred with reject code F1116-004-03 for returns required a reference document ID for
Form 1116
, Schedule B.
We resolved an e-file validation error for
Form 1116
, Schedule B, when NONE is entered on lines 4, 5, or 7.
We addressed
Form 2555
 print issues where line 10 "Continues" print for 13a "No" and 13b "No"; line 13a & 13b checks for line 10 are removed.
We resolved a
Form 3800
 issue where the form is erroneously included in the e-file for 2023.
We updated the
Schedule K-1 Deduction
 organizer to include the previously missing dropdown menu in the Type column for itemized deductions. Values entered from the Post Release Known Issues document will be kept after a full recompute. The application will disregard any other entries and the Type column will need to be updated again.
Tax Review
 is released, and the K-1 Reconciliation Worksheet contains a note indicating that it will be updated to reflect the new Schedule K-1 Other income and Other deduction fields.
K-1 Review
 is released, and Page 1 contains a note indicating that it will be updated to reflect the new Schedule K-1 Other income and Other deduction fields.

Arizona

We updated the Form 221, Page 1, line 22 and 24 percentage from 7% to 8%.
We added Forms 8879-SBI and 204E-SBI to the navigation for AZ SBI.

District of Columbia

We resolved a Schedule U print alignment issue.

Hawaii

We updated FormN356 to generate when line 7 is present in the e-file.

Massachusetts

We updated Form 1, line 46 Diagnostic for Dependent Under 12 to Child and Family Tax Credit Under 13.
We updated Form 1, line 46 to include children aged 13.
We corrected Schedule E-2 not generating data.
We updated Schedule Y, line 19 to properly include line 9c in the e-file.

Maine

We updated Worksheet OJ, lines 2b and 2c to generate correctly to e-file.

Michigan

We resolved an issue where the retirement income information for Form 8606 filers was not flowing to Form 4884, line 8.

Michigan Cities

Detroit Form 5335 is now available.

Missouri -

We updated Form MO-1040, line 43 PTS credit when there is no tax liability on Form MO-1040, line 36.

Nebraska

We updated Form 1040N, Schedule I, Part B, line 28 income limitations and percentage enabled for social security income.
We updated a triggering issue for Form 2441N, line 9 for values over $22,000 but less than $22,999.

New York

Forms IT-209 and IT-2105 are now available.

Oregon

We addressed a Form 40, Page 6, Line 38 calculation issue.

Virginia

We updated an e-file validation when line 17 and19 are equal to zero has been updated.

Wisconsin

We resolved a Schedule WD, Page 2 issue.

Washington

We released Capital Gains Return, Extension and Payment.
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