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Release notes

1040 Individual 23-3.2

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Pending releases

Release date: 2/16/2024
The following forms are not available with this release:
  • Form 1045
  • 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
  • Tax Equalization (TEQ)
  • Election Statements
  • SRJD
  • Form 7203
  • Partner Basis Worksheet
  • K-1 Review
  • K-1 Reconciliation
  • We are updating the K-1 Transfer from Forms 1065, 1120S, and 1041 to Form 1040 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.
  • E-filing of Form 1116, Schedule C is under development and will be available in a future release.
  • We are aware when a partnership has more than one K-1 for the taxpayer, the program can't transfer the multiple K-1s in 1 transfer. Currently, you have to transfer them one at a time. We will address this in a future release.
  • The basis and at-risk calculations don't include the new Other Income and Other Deduction fields added to the Schedule K-1 Organizer. We will add the calculations in a future release.

California LLC

The Letters and Filing Instructions are under development and will be available in a future release..

Iowa

Schedule 148 is under development and will be available in a future release.

Massachusetts

Schedule Y Line 9C is not being attached in e-file.

Michigan

Detroit Form 5338 is under development and will be available in a future release.

New York

Forms IT-209 and IT-2105 are under development and will be available in upcoming release.

Oklahoma

Form 511-EIC is under development and will be available in a future release.

Federal

New organizer fields for Schedule K-1, Other Income and Other Deductions have been added with this release. These fields have not been integrated with the basis or at-risk calculations.
We added a new gambling loss field from Schedule K-1 for Form 1040, Schedule A.
We updated the paid preparer state address field for Form 1040 to automatically populate from tax defaults data again.
We updated Capital Gains, Schedule D workpaper & 6781 print.
We updated Form 1040-X to the latest version (Fed. 2024).
We updated the Form 1040-ES Filing Address for Arizona, Pennsylvania and New Mexico residents.
We fixed an issue in Form 6251, lines 2m and 2n where the program was calculating an AMT adjustment from Schedule K-1s when the K-1 contains ordinary business, rental real estate, or other rental income/loss. This issue was introduced in the 23-3.1F release.
We updated Form 8621, Interest Rate Tables.
We updated the Tax Review, PPC Checklist and made it available to print with the return.

California

We addressed an issue where Form 4684, Property Type was overlapping for print.

Idaho

We updated Secondary Taxpayer, NRALiteralCd information to generate correctly to e-file.

Louisiana

We addressed an issue where SSN Diagnostic was generating in error.

Montana

We updated Form EST-I, Page 2, line 25 to 28 to generate correctly to e-file.

New York

We addressed an issue where Form IT-112-R, line 20 wasn't computing.

Pennsylvania

We updated the late payment interest.

Wisconsin

We resolved an issue for Schedule FC-A, Page 1, line 9.

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