Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Release notes

1041 Fiduciary 23-2

tip

Pending releases

Release date: 1/5/2024

Open issues

Federal forms not available

The following forms are not available with this release:
  • Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships
  • Form 2210, Underpayment of Estimate Tax by Individuals, Estates, and Trusts
  • Form 8453-FE, U.S. Estate or Trust Declaration for an IRS e-file Return
  • Form 8879-F, IRS e-file Signature Authorization for Form 1041
  • Form 8453-TE, Tax Exempt Entity Declaration and Signature for Electronic Filing
  • Form 990-T, Exempt Organization Business Income Tax Return
  • Form 1116, Foreign Tax Credit
  • 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
  • Form 8995, Qualified Business Income Deduction Simplified Computation
  • Form 8995-A, Qualified Business Income Deduction
  • NOL carryover schedule is not available for this release

Closed issues

  • We removed Non-calculating
    Form 7204
     from Federal Elections.
  • We updated
    Form 1116
     Compute and Print options.
  • We added an
    electronic filing reject diagnostic
    , which is generated whenever an entry is made on the
    Tax from Form 8978
     field .
  • We increased the character limit for the
    Number of forms
     field in Part IV of Federal
    Form 8938
    .
  • We updated
    Form Schedule K-1
     to calculate the correct QBI beneficiary amount.
  • On
    Schedule K-1
     we updated the depletion allocation and QBI prior year loss calculation.
  • 1041 Schedule K-1 - PTP
     We added new fields to the
    NC only
     screen in the K-1 Income section for mandatory e-file fields.
  • 1041 Schedule K-1 - PTP
     We added
    New Mexico If Different
     section in the K-1 Income section for mandatory e-file fields.

Alabama

We made AL8453-FDT_Declaration for E-filing cosmetic changes to align the fields with the tax form.

Arizona

We added new K-1 fields to Arizona forms 141AZ Schedule K-1 and 141AZ Schedule K-1(NR).

Indiana

We corrected the Street Address Field on Tax Form View for Form IT-8879C

Massachusetts

  • We added PW-1 to LAFI for both paper and e-file
  • We corrected 2022 Massachusetts electronic filing business rule F02-048 "Schedule B, Line 35 does not total line 33 less line 34" that was being generated in error.
  • We removed 2022 Massachusetts electronic filing business rule for F2-048 "The Form 2, Schedule B, Line 35, Adjusted Interest and Dividends amount has been calculated incorrectly" that was being generated in error.

New Jersey

We corrected the partnership dividend amounts being double counted on NJ-BUS-1.

New Mexico

We added fields under K-1 Income for the New Mexico Received RPD-41359 and RPD-41285, as required for e-file support.

South Carolina

We removed the Name of Financial Institution in the Bank Information - Estimates tab.

Vermont

We corrected Vermont Due with Extension calculation to populate correctly.

West Virginia

We added New Credit fields for WV Schedule K-1 under General Beneficiary Information/Bene Info.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close