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Release notes

1041 Fiduciary 23-3.1

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Pending releases

Release date: 2/09/2024
The following forms are not available with this release:
  • Form 8865
    , Return of U.S. Persons With Respect to Certain Foreign Partnerships
  • 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
  • The Colorado Department of Revenue plans on
    opening e-filing on mid-February
    . You may start transmitting Colorado returns, but returns will only be processed once Colorado officially opens.

Federal

We corrected the error "Attention Cannot access xref database (rc=0) in EF. at:". The erroneous error was sometimes displayed when creating an e-file. It doesn't stop the e-file creation.
We updated Schedule K-1, line 14 schema of code Z to code ZZ.
We updated the Beneficiary allocation to include prior year overpayment as Other Income.

Alabama

We updated Schedule FC, Section E to add more credit entries.

Arizona

We corrected a print error on Form AZ-8879-F, Part 4, Line 6c.
We adjusted print for the statement reference of Form 141AZ, Page 1, line 15d.

California

We updated Form 541, Page 2, Other Information section, line 9 to default to "No".
We added Form 3523, Research credit.
We added to print the reason for amended return.

Colorado

We corrected Form DR 8454 to reduce the print length of the Taxpayer address.

Delaware

We corrected the print alignment and font regarding the preparer and fiduciary signature on Form FID-TAX for alternative signature.

Georgia

We corrected Form 500 ES Name and Address, Form 525 TV Address Info, and 501 Page 3, 5,6, and 500 UET overlaps to print correctly.

Idaho

We finalized Idaho K-1, received by Trust -Require Organizer Fields for e-file.

Iowa

We corrected Form 1041, Page 4, line 20 description.

Kansas

We adjusted the print for the State Estimated Tax worksheet for Kansas.

Michigan

We added a new Form 5879, Direct Debit of Fiduciary Income Tax Payment.

Oklahoma

We corrected cosmetic print misalignment issues for Oklahoma resident and nonresident.

Oregon

We updated the federal tax adjustment referencing Form OR-41, Page 2, line 18.
We corrected the Oregon Kicker Refund percentage.
We corrected the Form OR-41V scanline payment type code.

Rhode Island

We updated payment and deposit information to print correctly when you choose to handle your tax deposit or refund electronically.

Utah

We corrected Form TC-548 to remove the name cont. print to match the tax forms.

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