1041 Fiduciary 23-2.2

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Pending releases

Release date: 1/19/2024

Federal

  • 1041 Electronic Filing
    - We added a capability for e-filing Form 1041-T.
  • 1041 Federal area
    - We added an adjustment for Section 1061.

State

Massachussets

  • We added a Schedule 4% Surtax.
  • We added a Form 2, line 30 worksheet.
  • We added a Schedule B, line 29 worksheet.

Open issues

Federal forms not available

The following forms are not available with this release:
  • Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships
  • Form 2210, Underpayment of Estimate Tax by Individuals, Estates, and Trusts
  • Form 8453-TE, Tax Exempt Entity Declaration and Signature for Electronic Filing
  • Form 990-T, Exempt Organization Business Income Tax Return
  • Form 3468, Investment Credit
  • Form 3800, General Business Credit
  • Form 5884, Work Opportunity Credit
  • Form 6765, Credit for Increasing Research Activities
  • Form 8586, Low-Income Housing Credit
  • NOL carryover schedule

Closed issues

  • Form 1041
    We updated the print of payment and deposit worksheet.
  • We updated the line numbers and layout of
    Form 5227
    , Page 2 in Form view to match the latest version in Print.

Georgia

We corrected Form 501 Page 1 line 7a, and Page 4 Sch 4 line 7 GA Source so these populate correctly.

New Jersey

We updated the NJ-2210 interest rates for 2023.

Oklahoma

We corrected the alignment for Oklahoma Schedule K-1 Beneficiary share of income and deductions print alignment.

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