17205: 2021.04.23 - Drake20 Updates

Arkansas Update 17

• Individual and Fiduciary Packages:
  • AR EF Message 0254 has been added to the program, preventing rejects "AR-AR1000F" and "AR1002TC" on element "BICCode."
• Individual Package:
  • EF Message 0280 will no longer be generated for Form AR1155, Request for Arkansas Extension of Time for Filing Income Tax Returns, which may be filed up until 05/17/2021. 

District of Columbia Update 21

• Individual Package:
  
  • An update prevents the following parse errors elements:
    • 'FAGIAdditionsAmt'
    • 'Other'

Iowa Update24

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Form IA 2848 has been updated to the latest version released by Iowa, now allowing up to three representatives.
• Individual Package:
  • “The medical mileage amount will now be included in line 1, “Medical and dental expenses” of Schedule A (1040), Iowa Itemized Deductions, thus matching line 1 of federal Schedule A.” 

Idaho Update 14

• Individual Package:
  • The amount on ID Schedule K1 line 58, "Share of owner's adjusted income in other states," will now flow to the following fields: 
    • Part C, line 1, "Idaho tax," of Form 39R, Resident Supplemental Schedule
    • Part C, line 1, "Idaho adjusted income," of Form 39NR, Part-Year Resident and Nonresident Supplemental Schedule
  • Return Note 4 will now be generated when federal Form 1099-G is present with a taxable grant amount entered for an Idaho resident or small business based in Idaho. 
• Corporation, S Corporation, Partnership and Fiduciary Packages:
  • The calculation screen will now correctly show the EF status of both the Federal return and the Idaho return.

Kansas Update 13

• Individual Package:
  • EF Message 0173 is no longer generated for nonresident KS returns when "PY" (part-year resident) has been selected from the "Resident state" drop list on federal screen 1.
  • Data entry is now required for KS "Other State Credit" for any states that do not have returns generated for the taxpayer. 

Maryland Update 23

• Individual Package:
  • Form 502, Resident Income Tax Return, and Form 502X, Amended Tax Return, have been updated to implement line items related to new Form 502LU, Legislative Updates Addition/Subtraction Modifications. 
  • Form 505, Nonresident Income Tax Return, and Form 505X, Nonresident Amended Tax Return, have been updated to implement line items related to new Form 502LU, Legislative Updates Addition/Subtraction Modifications.
  • Form 502LU, Legislative Updates Addition/Subtraction Modifications, is now available for printing and for e-file. Enter data for this form on MD screen LU. The form includes additions for the amount equal to a tax credit claimed for tax paid on distributive or pro-rata share of income by a pass-through entity and subtractions for MD unemployment included in FAGI and the total amount of Coronavirus relief grant payment or Coronavirus relief loan forgiveness.
  • Maryland added a MD Child Tax Credit that can be claimed by certain Individual and Married Filing Jointly filers with one or more qualifying children. Such filers with a federal Adjusted Gross Income (AGI) of $6,000 or less may claim a credit for each qualifying child in the amount of $500. A "qualified child" is a dependent under the age of 17 on the last day of the tax year who has a disability.
  • The refundable Earned Income Credit (EIC) amount has been updated. For individuals with at least one qualifying child, this credit is the amount by which 45% of his or her federal EIC exceeds the MD tax liability. Taxpayers without a qualifying child may claim 100% of the federal EIC, or $530, whichever is less. If the taxpayer or spouse does not possess a valid SSN but is otherwise eligible for the federal credit, and is filing a MD return using an ITIN, he or she may claim the state EIC by calculating the federal EIC, disregarding the SSN requirement. A check box is available on MD screen 1 to indicate that the taxpayer or spouse is filing with an ITIN and claiming state EIC. 
  • The third-period interest rate has been updated to 0.0844 on Form 502UP, Underpayment of Estimated Income Tax by Individuals. 
  • MD Form 1099-G, Certain Government Payments, will now be generated when the state selected in box 10a of federal screen 99G is MD, PA, WV, VA, or DC, per Maryland DoR requirements in association with Form 502LU, Legislative Updates Addition/Subtraction Modifications. 
  • MD EF Messages preventing returns with MD unemployment compensation and Earned Income Credit from being e-filed have been removed. 

Michigan Update 20

• Individual Package:
  • The intended amounts will now be produced on lines 2, "Line 1 short-term totals," and 4, "Line 3 long-term totals," of Form MI-8949, Sales and Other Dispositions of Capital Assets, when multiple sheets for overflow entries are required, resolving rejects "575" and "577." 
• Corporation Package:
  • Entries on line 20, "Taxes on or measured by net income," of MI screen CIT1 will now override, as intended, line 20 of Form 4891, Corporate Income Tax Annual Return. 
• Individual Package - Detroit:
  • A Return Note will now be generated if either "Exclude here" check box on federal screen 1099 is selected and either DT Form 5118, City of Detroit Resident Income Tax Return, or 5120, City of Detroit Part-Year Resident Income Tax Return, is included in the return, reminding the preparer that a pension override field is available on DT screen 2.

Nebraska Update 13

• Individual, Corporation, SCorporation, Partnership, and Fiduciary Packages:
  • County code 38 has been added to the "County Number" drop lists for NE PTE screens.
  • Non-numeric parcel ID numbers may now be entered on NE PTC screens.
• Individual Package:
  • NE estimated tax payments made on or before January 15, 2021 by farmers or fishermen will now be included on line 30, "Amounts withheld and amounts paid or credited by January 15," of Form 2210N, Individual Underpayment of Estimated Tax.

Ohio Update 28

• Individual Package:
  • An update prevents reject DRKPARSE for element 'SchoolDistrictNumber', 'PercentageOfOwnership'.
  • A payment date later than the current date can now be entered for an SD100 return. Prior to this update, the payment date used the current date by default. 
  • Data entered on OH screen BUS now flow to Form IT BUS, Business Income Schedule, when there are more than 100 entries. 
  • OH Return Note 70 has been added to the program: "This return contains an Earned Income School District tax return with zero earned income. Be aware the Ohio Department of Taxation may request additional documentation on how your earned income was calculated. Please refer to the OHSDWKEI 'Earned income tax base school district calculations' for this calculation."
• Fiduciary Package:
  • An update prevents reject OH-COMMON-001.

Ohio Update 29

• Individual Update:
  • General program update

Oklahoma Update 11

• Individual Package:
  • An update prevents OK rejects, 511-30 for resident returns, and 511NR-056 for Part-year/nonresident returns: "An amended return (AmendedReturnIndicator) may not include Estimated Tax Payments (EstimatedPayments)."
• Partnership Package:
  • OK parse error, "The element 'Part1Totals' in namespace has invalid child element 'NetEntityLoss' in namespace," has been resolved.

Oregon Update 15

• Portland/Multnomah Returns:
  • The due date for Portland/Multnomah returns will now be automatically extended when the federal return is extended.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Additional help fields have been added to screens associated with the Corporate Activity Tax (CAT).
• Corporation, S Corporation, and Partnership Packages:
  • "2021" will now be displayed for the year on estimated CAT payment vouchers.
• Individual, Corporation, and Partnership Packages - Portland:
  • The 10-digit Portland account number will now be displayed as intended on Schedule R, Residential Rental Registration.

Tennessee Update 11

• Corporation, S Corporation, and Partnership Packages:
  • Line 12, "Penalty," of Form FAE 170, Franchise and Excise Tax Return, will no longer be computed when, on TN screen EXT, the check box "Extension was previously filed," is marked, and there is also an amount entered for "Amount paid with extension."