17349: 2021.08.26 - Drake20 Updates

California Update 26

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "PASReconciliation" when the "Dependent of another" check box is selected for the taxpayer on federal screen 1 and entries are present on CA screen 3895.
  • Negative amounts are no longer generated on the following documents when negative values are entered in Column C, "Additions," on the "Line 8 detail" tab of CA screen CA, preventing reject "DRKPARSE" on element "Amount":
    • Attachment CA 540 Other Income ("CA_ATT11")
    • Schedule CA (540), California Adjustments Residents (Section B, line 8f, column C)
  • Line 22 on Schedules CA (540), California Adjustments - Residents, and CA (540NR), California Adjustments - Nonresidents or Part-Year Residents, has been updated based on the following information released by the CA DoR: Taxpayers over the age of 70 and a half, with an IRA contribution on their federal return, will now have a  California adjustment reported on line 22.
  • An update prevents reject "DRKPARSE" on element "Spouse" when the "Shared Policy Allocation" section has been completed for multiple shared policies on multiple CA screens 3895. An update prevents reject "DRKPARSE" on element "DepRelationship" for CA Form 3568, Alternative Identifying Information for the Dependent Exemption Credit. EF Message 7133 is now generated when an override is entered on line 9, "Withholding (Form 592-B and/or 593)," of CA screen MAIN and no data has been entered on CA screen S592, preventing reject "F568-121."
  • An update prevents reject "DRKPARSE" on element "DDRAmount" for tax returns with no refund.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • EF Message 0224 is now generated when Form 593, Real Estate Withholding Statement, is included in the return but no business name or buyer name has been entered on the "Buyer Info" tab of CA screen 593, preventing reject "DRKPARSE" on element "Individual."
  • An update prevents reject "DRKPARSE" on element "DisasterTitle" when Form 3805V, Net Operation Loss (NOL) Computation and NOL and Disaster Loss Limitations - Individuals, Estates, and Trusts, has a prior-year disaster loss for "2017 February Winter Storms 02/17."
  • An update prevents reject "DRKPARSE" on element "LastName" when non-alphabetic characters are entered for the seller's name on the "Seller Info" tab of CA screen 593.
  • EF Message 0223 is now generated when the buyer's first name (entered on the "Buyer Info" tab of CA screen 593) exceeds 11 characters, preventing reject "DRKPARSE" on element "FirstName."
  • An update prevents reject "DRKPARSE" on element "Note" when data is entered for Part III, line I, "Other," on CA screens 592B and S592.
• Individual, S Corporation, Partnership, and Fiduciary Packages:
  • EF Message 0232 is now generated when an ID type other than "Not applicable" is selected from the "ID" drop list on the "Buyer Info" tab of CA screen 593 and no ID number is entered, preventing reject "DRKPARSE" on element "Other."
• Corporation Package:
  • The CA Contribution Worksheet ("CAWK_CRP") has been updated to include depreciation.
  • Patronage dividends are now reported as expected on Schedule L, line 23, "Retained earnings - Appropriated," on page 5 of Form 100, California Corporation Franchise or Income Tax Return, when CA Form 100 is filed with federal Form 1120-C, U.S. Income Tax Return for Cooperative Associations.
• Partnership Package:
  • EF Message 0095 is now generated when an invalid "SOS" number is entered on CA screen O, preventing reject "DRKPARSE" on element "SOSNumber."
• Tax-Exempt Package:
  • The "State Charity Registration Number" is now generated as intended on Form CT-TR-1, Annual Treasurer's Report Attorney General of California. 

Hawaii Update 12

• S Corporation Package 
  • Values in column C, "Attributable elsewhere," for lines 7, "Net short-term capital gain (loss)," and 8, "Net long-term capital gain (loss)," on Schedule K of Form N-35, S Corporation Income Tax Return, are now calculated only when applicable.

Massachusetts Update 26

• Individual Package:
  • Line 32, "Deductible loss," has been added to MA screen C. Data entered in the aforementioned field flows to line 32 of Schedule C, Massachusetts Profit or Loss From Business.
• Corporation and S Corporation Packages:
  • Line 27, "Massachusetts apportionment or allocation percentage for combined group taxable income," of Schedule U-MSI, Member's Apportioned Share of Group Income, is now rounded to the intended decimal place.