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1041 Fiduciary 23-3.4F
tip
- Get the latest on open issues by reviewing Alerts and notices.
- Review the status of federal forms.
- Availability of state releases can be found in the Home screen, Forms Availability.
Pending releases
Release date: 3/1/2024
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
Rhode Island
The current final instruction of Schedule K-1, dated as 01/04/2024, will get an update soon. We’ll update our application accordingly. For now, we are blocking Rhode Island Schedule K-1 from printing.
Federal
We added a diagnostic to explain that
Form 1116
, Schedule B and Schedule C e-file are included in the schema. A PDF attachment is not needed.We added
Form 982
into electronic filing.We added a new
Form 1041-S
country dropdown menu to include "the United States" and "Other Country".We updated the
ESBT worksheet
capital gain tax rate to 28%.We created an entry field for tax generated under
§962 election
. This tax will transfer to Form 1041, Schedule G, line 8.We removed the
Form 1041
, Page 1 masking of the trust and firm EIN.We corrected the business rule
F1041-095-03
and deleted the business rule F4136-128
.We corrected an issue with
US Government Interest Reported as Dividends
being incorrectly divided between the beneficiaries on the Beneficiary Tax Information Letter.We corrected the alignment of the
Form 1041
, Page 3, line 1 statement reference.Alabama
We updated the Alabama BRMS Rule SFC-AL41-184 for Growing Alabama Credit computation.
Hawaii
We updated Form N362 e-file.
Illinois and Illinois NR
We updated Illinois BRMS rule ILHeader-EST-2400-1 to check the self-employed checkbox indicator.
We added the Illinois business rule IL1120M-3750-1.
We updated the logic for Illinois business rule ILSCHD-2700-1 for foreign recipients to check for missing foreign country code instead of foreign province.
Indiana
We updated LAFI Filing instructions to print the E-file Declaration form name and signature-required section.
Iowa
We updated the print for IA 1041 Page 2-10 to print the trust EIN even if there is no Iowa Schedule K-1.
Louisiana
We corrected the 2D barcode scan values to print blank if the form value is zero for Form IT-541.
We updated Form R-10606, Supplemental Worksheet for Credit for Taxes Paid.
We corrected the fiscal year beginning and end date print format on page 1 of Form IT-541.
Maine
We corrected a print alignment issue on Schedule 2.
Maryland
We updated Form 504UP, Page 1, line 14 adjusted factor.
We updated the local income tax rates for Maryland to 2024 estimates.
Massuchetts
We turned off Massachusetts business rule F2-215 that was generating in error.
Montana
We corrected the print alignment on pages 1 to 3 of Form EST-I, Underpayment Form.
Nebraska
We updated the calculation for Form PTC Property Tax Credit, line 2.
New Jersey
We corrected an issue causing prior year tax refund entry to appear as negative other income.
Oklahoma
We corrected the print coordinates for Form 513 amended and final boxes.
Rhode Island
We updated to block Rhode Island Schedule K-1 print and form view due to final instructions pending.
Vermont
We corrected Form FIT-161, Page 2, line 18 Yellow Whitepaper detail.
We fixed the cursor movement through the Organizer/Payments screen.
We corrected the Form FIT-161, line 1 Whitepaper detail title to print correctly as "Overpayment".
Wisconsin
We corrected Schedule 2WD, line 28 loss.
We corrected Schedule 2K-1, Page 2, Tin Print to be masked.
This article applies to:
- Product: GoSystem Tax RS