17334: 2021.08.13 - Drake20 Updates

709 Update 3

• The intended check box is now marked for the spouse on line A, "Does the value of any item listed on Schedule A reflect any valuation discount," Schedule A, on page 2 of Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, when the taxpayer and spouse split gifts.

1040 Update 55

• A check box for "Amending pursuant to section 301.9100-2," has been added to screen X for amending 1040 returns.

Minnesota Update 19

• Individual Package 
  • Schedule M1PR-AI, Additions to Income, has been updated to include the Federal Unemployment Compensation Exclusion in the calculation of total household income.  

North Dakota Update

• Individual Package:
  • EF Messages 0084 and 0087 now prevent parse error "ND1 Error (270,5) invalid child elements "PlannedGiftMethod" and "EndowmentFundName." The messages contain the information needed to complete ND scree PG.

990 Update 36

• EF Message 0250 is no longer generated for returns that both:
  • Include Schedule D (Form 1041)
  • Include Form 990-T, Part I, with an amount more than "0" (zero) on line 11