1040 Individual 23-2

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Pending releases

Release date: 1/5/2024

Open issues

Federal forms not available

The following forms are not available with this release:
  • Form 1040NR
  • Form 1040-ES NR
  • Form 1045
  • Form 2210
  • Form 2210F
  • Form 3468
  • Form 3800
  • Form 4136
  • Form 5695
  • Form 5884
  • Form 6478
  • Form 6765
  • Form 8586
  • Form 8611
  • Form 8615
  • Form 8814
  • 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
  • Dual Status
  • Tax Equalization (TEQ)
  • Election Statements
  • SRJD
MTI- MyTaxInfo
will be available in a future release.
The worksheets needed for Section 1061 Reclassification of net long-term capital gain for owners of partnership interests have been released, but the resulting adjustment to
Form 8949
is not ready.
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

Open issues

Vermont

We are aware of a print issue on Form IN-152 Underpayment of 2023 Estimated Individual Income Tax. We will correct this in the next release.

Closed issues

We enabled "CUSTOM ORGANIZER HASP NUMBERS" inputs in the
Tax Defaults
menu for additional custom forms. Custom Form Inputs fields F1 - FA will now print if used.

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