1041 Fiduciary 23-5F

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Pending releases

Release date: 5/24/2024
The following forms are not available with this release:
  • Form 8865
    , Return of U.S. Persons With Respect to Certain Foreign Partnerships and all Schedules and Forms included under the 8865; we hope to release this sometime in May, and advise extending returns with Form 8865 on them.
  • Form 3800
    , carryover utilization will be available mid-June.

Federal

We updated
Form 990-T
to generate country names on XML for Part IV, line 1.
We corrected the PTP name description in the
Schedule E
, Part II, Income or loss from partnerships and S corporation whitepaper.
We updated the input for
Other Liabilities
to include columns for End of Year Book Value and Fair Market Value.
We updated
Form 5227
, Page 4, Unitrusts, line 4b Unitrust Distribution drilldown worksheet to use the number of days in the current year (2023).

California

We added the beneficiary name for Form CA K-1 in the print tree.

Iowa

We added the beneficiary name for Form IA K-1 in the print tree.

Georgia

We updated the 2024 estimate tax rates for Georgia to a flat rate of 5.39%.

Maine

We corrected an issue to enable the deletion of Form 1099ME in Organizer view.

Michigan

We corrected the tax code in the scanline for the Form MI 4 Extension payment voucher.

North Carolina

We corrected an issue that caused the North Carolina amended return explanation not to print when marking the federal superseded box instead of the federal amended return box.

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