18022: 2023.02.09 - Drake22 Updates

Alabama Update 5 

• Individual Package:
  • The dependent relationship in the "Relationship" drop list on federal screen 2 is now produced as intended on AL Schedule DS & HOF, Dependents Schedule, when the AL Capital Credit is present on AL Form KRCC, Recipient's Share of Capital Credit for Individual Taxpayers.
• Corporation Package:
  • EF Message 1310 is now produced when a PDF attachment is required for AL Schedule OZ, Gains Invested in Qualified Opportunity Zone Funds, preventing reject "SchOZ-20C-001."
• S Corporation Package:
  • 2022 short-year AL Form PPT, Alabama Business Privilege Tax Return and Annual Report, is now produced when applicable.
• Fiduciary Package: 
  • Short-year return dates on AL Form PPT, Alabama Business Privilege Tax Return and Annual Report, are now printed as intended.
• Individual and Fiduciary Packages:
  • The following lines are now limited to a maximum of $15,000 when the filing type of the return is a disregarded entity:
    • Line 19, "Privilege Tax Due," on AL Form PPT, Alabama Business Privilege Tax Return and Annual Report 
    • Line 20, "Privilege Tax Due," on AL Form BPTIN-IN, Alabama Business Privilege Tax Initial Privilege Tax Return
• Individual, Corporation, and Fiduciary Packages:
  • The following AL forms have been approved for printing:
    • BIT-V, Business Income Tax Payment Voucher
    • FDT-V, Fiduciary Income Tax Payment Voucher
• S Corporation and Partnership Packages:
  • The amount on line 2, "Total tax liability," of AL Form AL8453-PTE, S-Corporation/Partnership Income Tax Declaration for Electronic Filing, now flows as intended to line 4, "Net Tax Due," on AL Form EPT, Electing Pass-Through Entity Payment Return.
• Corporation, S Corporation, Partnership, and Fiduciary Packages: 
  • A prorated calculation of privilege tax due based on a ratio of days remaining in the tax year has been added for the following AL forms: 
    • Form CPT, Alabama Business Privilege Tax Return and Annual Report
    • Form PPT, Alabama Business Privilege Tax Return and Annual Report

General State Programming Update 7

• Individual Package: 
  • KS Schedule FHBS, Kansas First Time Home Buyer Savings Account, has been added to the program.
  • TN Form TN183, Organization Member Overflow, has been added to the program.
• S Corporation and Partnership Packages:
  • The mailing address for payments has been added to KS Form K-120V, Corporate Income Payment Voucher, for S Corporations and Partnerships electing to pay tax at the entity level.
• Individual and Fiduciary Packages:
  • PO box numbers and ZIP codes have been updated on the following MA forms: 
    • Form PV, Income Tax Payment Voucher
    • Form 2-PV, Fiduciary Income Tax Payment Voucher
    • Form M-8736, Fiduciary Extension Payment Worksheet and Voucher

District of Columbia Update 8

• Individual Package:
  • Form D-40B SUB, Nonresident Request for Refund, will now be produced, as expected.
  • Item "T" - which includes information on the new DC EITC process and a new DC OTR link - has been added to DC screen FAQ.
  • An update resolves reject "TelephoneNo."

Florida Update 6

• Partnership Package:
  
  • EF Messages 0164 and 0165 are now generated when the domestic partner's address is missing on federal screen K1, preventing reject "DRKPARSE" on element "USAddress." 
  • An update prevents reject "DRKPARSE" on element "BusinessNameLine1Txt."
  • EF Message 0250 is now generated when the "Email" field is blank on federal screen PIN.

Iowa Update 9

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • An update resolves reject "DRKPARSE" on element "documentid" on IA Form IA 4562B, Iowa Accumulated Depreciation Adjustment Schedule.
• S Corporation, Partnership, and Fiduciary Packages: 
  • The text for Return Note 20 has been updated.
• S Corporation and Partnership Packages: 
  • An updated resolves reject "DRKPARSE" on element "TaxPeriod."

Kentucky Update 6

• Corporation Package:
  • KY Form KY4562, Depreciation and Amortization, will now be generated when an amount is produced on line 25, "Depreciation adjustment," of KY Form 720, Corporation Income Tax and LLET Return, preventing reject "F720-0074."
  • The intended amount is now calculated on line 12, "Apportionment fraction," Part I, of Schedule A (Form 720), Apportionment and Allocation.

Nebraska Update 3

• Individual Package:
  • Form 458, Homestead Exemption Application, has been updated to the latest version.

New Jersey Update 8

• Individual Package: 
  • An update prevents reject "DRKPARSE" on element "NJHigherEdDed."
• Corporation Package: 
  • Line 3, "Gross profit," on Schedule A of NJ Form CB-100, NJ Corporation Business Tax Return, is now calculated as intended when an amount is entered on line 1, "Gross receipts or sales," of NJ screen A.
• S Corporation Package: 
  • An update prevents reject "DRKPARSE" on element "NJAmount14Type."
• Fiduciary Package:
  • Amounts entered on line 1a, "Ordinary dividends," of federal screen DIV now flow as intended to line 7, "Dividends," on NJ Form NJ-1041, New Jersey Income Tax Fiduciary Return.
• Corporation and S Corporation Packages:
  • "DirectDebit" now shows in the "Payment" column on the EF Selection Report when applicable.

Oklahoma Update 7

• Individual Package: - EF Message 0137 is now produced when there is a missing or invalid "Date Employed in Oklahoma" on OK screen 564, preventing reject "DRKPARSE" on element "Part1."
  • An update prevents reject "DRKPARSE" on element '"DateEmployedTo." 
  • The Oklahoma Military Worksheet (Schedule 511-A Line 4/Schedule 511NR Line 4) (OKMILWK) has been removed from the program. Per the OK DoR, the military exclusion is now always 100% of qualifying retirement benefits.
  • Page 2 of Form 561, Oklahoma Capital Gain Deduction for Residents Filing Form 511, is no longer produced twice.
• Partnership Package:
  • The final digit of the partner's or member's phone number is now produced as expected on page 2 of Form 514, Oklahoma Partnership Income Tax Return.
• S Corporation and Partnership Packages: 
  • The intended information is now displayed for every third shareholder and partner on Form 512-S-SUP, Oklahoma Supplemental Schedule for Form 512-S, Part 5.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The following forms have been approved for printing: 
    • Form 200-F, Franchise Election Form
    • Form 200-FRX, Oklahoma Annual Franchise Tax Return
    • Form 500-B, Report of Nonresident Member Income Tax Withheld 
    • Form 501, Annual Information Return
    • Form 504-C, Application for Extension of Time to File an Oklahoma Income Tax Return for Corporations, Partnerships and Fiduciaries
    • Form 504-I, Application for Extension of Time to File an Oklahoma Income Tax Return for Individuals
    • Form 506, Investment/New Jobs Credit 
    • Form 507, Statement of Person Claiming an Income Tax Refund Due a Deceased Taxpayer
    • Form 511CR, Other Credits Form 
    • Form 512, Corporation Income and Franchise Tax Return
    • Form 512-S, Oklahoma Small Business Corporation Income and Franchise Tax Return
    • Form 513, Oklahoma Resident Fiduciary Return of Income
    • Form 513-NR, Oklahoma Nonresident Fiduciary Return of Income 
    • Form 514, Oklahoma Partnership Income Tax Return 
    • Form 538-H, Claim for Credit or Refund of Property Tax
    • Form 538-S, Claim for Credit/Refund of Sales Tax 
    • Form 561, Oklahoma Capital Gain Deduction for Residents Filing Form 511
    • Form 561-C, Oklahoma Capital Gain Deduction for Corporations Filing Form 512 
    • Form 561-F, Oklahoma Capital Gain Deduction for Trusts and Estates Filing Form 513 
    • Form 561-NR, Oklahoma Capital Gain Deduction for Part-Year and Nonresidents Filing Form 511NR
    • Form 561-NR-F, Capital Gain Deduction for Trusts and Estates Filing Form 513-NR
    • Form 561-P, Oklahoma Capital Gain Deduction for the Nonresident Partner Included in the Composite Return (Form 514, Part 1) 
    • Form 561-S, Oklahoma Capital Gain Deduction for the Nonresident Shareholder Whose Income is Reported on Form 512-S, Part 1 
    • Form 564, Credit for Employees in the Aerospace Sector
    • Form 566, Credit for Qualified Software or Cybersecurity Employees
    • Form 567-A, Credit for Investment in Clean-Burning Motor Vehicle Fuel Property 
    • Form 573, Farm Income Averaging
    • Form 576, Natural Disaster Tax Credit (for residential real property owners only) 
    • Form 578, Refundable Credit for Electricity Generated by Zero-Emission Facilities
    • Form 584, Credit for Employees in the Vehicle Manufacturing Industry
    • Form 586, Pass-Through Entity Election Form
    • Form 588, Oklahoma First-Time Homebuyer Savings Account (Account Holder and Designated Beneficiary Form) 
    • Form BT-129, Power of Attorney 
    • Form OW-8-P, Underpayment of Estimated Tax Worksheet

Pennsylvania Update 6

• Individual Package: 
  • Philadelphia Form EARN, Annual Reconciliation of Employee Earnings Tax, has been updated to the latest version. 
  • The Philadelphia School Income Tax (SIT) form has been updated to the latest version.
  • The Section 529 Tuition Account Program limit has been updated to $16,000 per beneficiary on Schedule O (Form PA-40), Other Deductions.
  • An update resolves reject "DRKPARSE" on element "FinalReturnCeaseDate."
  • "Work" codes entered on PA screen LOC now flow as intended to the "Work Location PSD Code" line on Form CLGS-32-3, Estimated Local Earned Income Tax. 
  • EF Message 0408 is now produced when invalid characters are entered for the "City" on federal screen 2441, preventing reject "DRKPARSE" on element "CityNm."
  • EF Message 0415 is now produced when an invalid middle initial is entered for a dependent on federal screen 2, preventing reject "DRKPARSE" on element "MiddleInitial." 
  • The amount on line 6, "PA Resource Enhancement and Protection Tax Credit," of Schedule OC (Form PA-40/PA-41), Other Credits, now flows as intended to line 23, "Total Other Credits," on Form PA-40, Pennsylvania Income Tax Return.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Philadelphia Form BIRT-EZ, Business Income & Receipts Tax for Business Conducted 100% in Philadelphia, has been updated to the latest version. 
  • The following lines have been updated on Philadelphia Schedule D (Form BIRT), Computation of Gross Receipts:
    • Line 5a, "Gross Receipts from certain port related activities" - Line 5b, "Gross Receipts from specific PUC and ICC business activities"
    • Line 5c, "Other" 
    • Line 6, "Gross Sales/Receipts Everywhere" 
  • Tax rates have been updated in the following locations per the PA DoR:
    • Line 6, "Tax due," on page 2 of Philadelphia Form BIRT-EZ, Business Income & Receipts Tax - EZ for Business Conducted 100% in Philadelphia 
    • Line 15, "Tax due," on Schedule A (Philadelphia Form BIRT), Computation of Tax on Net Income (Method I)
    • Line 13, "Tax due," on Schedule B (Philadelphia Form BIRT), Computation of Tax on Net Income (Method II)
    • Line 13, "Tax due," on Schedule D (Philadelphia Form BIRT), Computation of Tax on Gross Receipts
    • Line 5, "Sustainable Business Tax Credit," of Schedule SC (Philadelphia Form BIRT), Special Credit Schedule, has been limited per the PA DoR.
• Individual, Corporation, S Corporation, and Partnership Packages: 
  • The calculation for line 1, "Tax Due for the 2022 Business Income & Receipts Tax," on the Philadelphia e-File Signature Authorization form has been updated per the PA DoR. 
  • Philadelphia Form BIRT, Business Income and Receipts Tax for Business Conducted In and Out of Philadelphia, has been updated to the latest version.
• S Corporation and Partnership Packages: 
  • The font has been adjusted for Schedule I (Form PA-20S/PA-65), Amortization of Intangible Drilling and Development Costs, per the PA DoR.

Tennessee Update 3

• Individual, Corporation, S Corporation, and Partnership Packages:
  • The following items have been approved and are now available for printing:
    • Franchise Tax Short Period Return Worksheets
    • Schedule X, Franchise and Excise Tax Job Credit Computation

Wisconsin Update 6

• Individual Packages:
  • WI Return Notes 81 and 104 have been updated.
  • The text on line 6, "Fill in the amount from line 3...," of the Wisconsin Long-Term Care Worksheet (WIWK_LTC) has been updated.
  • Line 34, "Add amounts on line 32 and 33," on WI Schedule CS, College Savings Account, is now calculated as intended. 
  • The amount on line 75, "Other adjustments," of WI Schedule M, Additions to and Subtractions from Income, is no longer duplicated on line 83, "Other subtractions from income."
• S Corporation Package: 
  • The amount on line 16e, "Repayment of loans from shareholders," of WI Schedule 5K-1, Tax-Option (S) Corporation Shareholder's Share of Income, Deductions, Credits, etc., is no longer duplicated on line 16f, "Foreign taxes paid or accrued."
  • The amount on line 7, "Distributions other than dividend distributions," of WI Form 5S, Wisconsin Tax-Option (S) Corporation Franchise or Income Tax Return, now equals the amount on line 7, "Distributions," of Schedule M-2 on federal Form 1120-S.