1040 Individual 23-2.3

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Pending releases

Release date: 1/26/2024

Open issues

Federal forms not available

The following forms are not available with this release:
  • 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 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
  • Form 7203
  • Partner Basis Worksheet
  • K-1 Review
  • K-1 Reconciliation

Additional open issues

  • 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 however worksheet print is still in development
  • K-1 Transfer
    from 1065/1120S/1041 to 1040 is being updated to reflect new K-1 fields
  • Form 1040NR Schedule P
      is under development and will be available in a future release
  • We are still working on adding the e-file for
    Form 8949
    IRC section 1061 adjustments.

New York forms

Forms IT-209, IT-2105, IT-2105.9, IT-213, IT-215, IT-216 and IT-272 are under development. These forms will be released in an upcoming release. We will communicate the progress through release notes.

Closed issues

Michigan

We updated the Home Heating Credit percentage on line 47 of Form MI-1040CR-7, line 47.

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