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Release notes

1040 Individual 23-3.5F

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Pending releases

Release date:  3/1/2024
The following forms are not available with this release:
  • Form 3468
  • Form 3800
  • Form 4136
  • Form 5884
  • 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 8910
  • Form 8936
  • Form 8941
  • Election Statements
  • SRJD
  • Form 7203
  • Partner Basis Worksheet
  • We are targeting the release of
    Form 3800
     no later than April 1. Due to significant changes, this form will have limited automatic calculations but can still be e-filed. If your internal due dates don’t align with this timeline, consider extending your 1040 return.
  • We are updating the
    K-1 Transfer
     from 1065/1120S/1041 to 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.
  • We're aware when a partnership has more than one K-1 for the taxpayer, the application can't transfer multiple K-1s in 1 transfer. Currently, you have to transfer them one at a time. We’ll address this in a future release.
  • We're updating
    Form 6198
    , At risk to reflect the new Schedule K-1 Other income and Other deduction fields. This doesn't affect returns that don't contain these new Schedule K-1 fields.
  • Partnership basis worksheet
     is being updated to reflect form changes and the new Schedule K-1 Other income and Other deduction fields. We are blocking this worksheet from printing.
  • Form 7203, Shareholder Basis
     is being updated to reflect the new Schedule K-1 Other income and Other deduction fields. This doesn't affect returns that don't contain these new Schedule K-1 fields.
  • Schedule K-1 Review
     contains a note on the 1st page about a future update to reflect the new Schedule K-1 Other income and Other deduction fields. This doesn't affect returns that don't contain these new Schedule K-1 fields.
  • Schedule K-1 Reconciliation
     contains a note on the 1st page about a future update to reflect the new Schedule K-1 Other income and Other deduction fields. This doesn't affect returns that don't contain these new Schedule K-1 fields.

California LLC

The Letters and Filing Instructions are under development.

Missouri

Form MO-WFTC is under development.

Montana

EST Estimated worksheet is under development.

Oklahoma

Form 511-EIC is under development.

Ohio School District

Estimated worksheet is under development.

South Carolina

1040ES Estimated worksheet is under development.

Federal

We added
Form 5695
.
We updated the
Form 8621
 2023 Interest Rate Tables.
We addressed an issue where
Form 8854
, line 1 of Foreign Address wasn't populating.
We completed the e-filing of
Form 1116
, Schedule C, which is available in this release.

California

We added Letters and Filing Instructions for Form CA LLC (568).
We addressed an issue on Form 540, Page 6, where the paid preparer signature wasn't printing.

Colorado

We resolved a print issue on Form DR 104CR, Page 2, where there is more than 1 state included in credit computation.

Iowa

We corrected the Schedule I, other adjustments code.
We corrected the refunded amount calculation in Filing Instruction.
We resolved an issue where Form IA 126 wasn't printing.

Minnesota

We resolved a Form M1, Page 2, line 28 calculation issue.

North Dakota

We resolved an issue where Form ND-1, line 24 was populating incorrectly.

OH Municipal - Dublin

We resolved a print issue where the date moved out printed over the date moved in.

Ohio School District - Schedule of School District Withholdings

We resolved an issue where line 11 wasn't retrieving the withholding amount off of the Schedule of School District Withholdings.

Ohio School District Forms

We resolved an issue with the filling instructions not printing.

Wisconsin

We resolved Schedule WD, Page 2, line 28 / Part V calculation issue.

This article applies to:

  • Product: GoSystem Tax RS

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