1041 Fiduciary 23-3.2

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Pending releases

Release date: 2/16/2024
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

Alabama

We added Rule (SD-AL41-004) for Alabama Schedule D.

Arizona

We adjusted the calculation of Form 141AZ, Page 1, line 10a to avoid an e-file rejection.

California

We corrected the print alignment for Schedule C, Page 1 and 2.
We updated Form 5805, Worksheet II, Part II Figure penalty dates and interest rates.
We added the CA PTE tax credit information on the grantor letter.

Colorado

We removed an E-file Information Diagnostic for Colorado as customers may begin transmitting returns.

Georgia

We corrected Form 500-ES and 525-TV so the fiduciary name and address print on the forms.

Idaho

We addressed the calendar year generating on
Form 41-ES
.

Iowa

We corrected the financial transactions in both form and PTE-C in the XML.
We updated Page 2, line 5 so it will check Yes if the composite tax credit is claimed on Schedule CC.
We added electronic filing for Form IA PTEC.

Massachusetts

We corrected Massachusetts Form 8736, line 1 and Form 8453-F, line 1 to include the amount of surtax in the total tax amount.
We added ESBT calculations for Massachusetts nonresident returns.

Michigan

We corrected a print alignment issue with the employer identification number on MI-, Page 1.
We reversed the temporary tax rate reduction that was available for 2023 estimated tax payments. For 2024 estimated tax payments the tax rate will increase to 4.25%.

Montana

We updated the rates on Montana Form EST-I (Underpayment form).
We added an electronic filing diagnostic for Montana Form FID-3, Income Tax Withheld (lines 37a and 37b).

Oregon

We corrected Form OR-ASC-FID, Page 1, Section 3 computation issue in print preview and XML as expected.

Pennsylvania

We updated the PA Schedule D, line 1 to include Long-term capital gain from K-1 income line 11i, Other Income.

Rhode Island

We added electronic filing for extension Form RI-8736.
We added Form RI- direct debit payment.

Vermont

We corrected FIT-161, line 1, 3 and 5 and
Schedule FIT-K-1VT-F
, line 1 to populate the correct amount.
We corrected FIT-161, line 1 and line 2c to calculate correctly.

Virginia

We addressed Form 760C, Part III discrepancies under Tax Form and Print.

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