18068: 2023.03.10 - Drake22 Updates

Alabama Update 12

• S Corporation and Partnership Packages:
  • An update prevents reject "DRKPARSE" on element "LatePaymentEstimate" regarding AL Form EPT.
• Individual Package:
  • The e-signature feature for the officer signature on Form AL8453-B now functions as expected.
• S Corporation and Partnership Packages:
  • The print order for AL Schedules K-1 has been updated in View/Print mode.
  • AL Form 65 is no longer grouped with AL Schedules K-1 in View/Print mode.

Arkansas Update 17

• Individual Package:
  • An update prevents reject "IIT2022-0155."
  • Line 2, "Tuition Savings Program," on AR Form AR1000ADJ is now limited to $5,000 per taxpayer.
• S Corporation and Partnership Packages:
  • EF Message 0249 is now produced when line 6, "Gross Rents/Gross Royalties," on page 3 of AR Form AR1100PET is negative.
  • Line 2A, "Check this box if requesting an additional 60 day extension...," on AR Form AR1155-PET is now marked when "1 - Request for additional 60 days...," is selected from the "Request a 2 or 6 month extension" drop list on AR screen EXTP.
  • The "Fiscal Year End" date is no longer produced on AR Form AR1100ESPET when the calendar year for the entity ends on 12/31/2022.

General State Updates 12

• The following forms have been added to Setup > Pricing:
  • Individual Package:
    • The LA First and Last Name of Dependents Claiming Certain Adoptions Credit (LADEPOVF)
  • S Corporation and Partnership Packages:
    • IA Schedule D
    • KS Forms K-120ES and K-46
  • Individual, Corporation, S Corporation, and Partnership Packages:
    • The LA Amended Explanation Due to IRS Audit (LAAMDAT)
    • MT Form JGI

Federal Program Update 18

• The "EIN or Reference ID" is now produced as intended on Schedule A (Form 8992), preventing reject "SA-F8992-003."
• An update prevents reject "DRKPARSE" on element "PartnerPersonNm" when e-filing Schedule K-2.

California Update 15

• Individual Package:
  • Form 3885A has been updated to display business activity description "Form 2106" when prepared for CA Form 2106. Prior to this update, "Sch A" was displayed.
  • EF Messages prevent reject "DRKPARSE" on element "TribalInformation" when CA Form 3504 is included on the return but CA screen 3504 has not been completed.
  • An update prevents reject "DRKPARSE" on element "MiddleInitial" when a nonalphabetic character is entered in the "M.I." field on federal screen 2.
• Corporation and S Corporation Packages:
  • Program updates now allow an extension payment with direct debit on returns with either a refund or no balance due.
  • Updated EF Messages prevent reject "DRKPARSE" on element "SOSNumber" when an extension payment is being e-filed and an invalid SOS number is entered on CA screen 100S.
  • Updated EF Messages prevent reject "DRKPARSE" on element "CA-PaymentRequestHeader" when an extension payment is being e-filed and the federal PIN screen is not complete.

Colorado Update 13

• Individual Package:
  • The intended amount is now calculated on line 33, "State Sales Tax Refund...," of CO Form DR 0104 when a federal return extension has been filed.
• Corporation Package:
  • A Return Note is now produced when "Other" is selected in the "A. Apportionment of Income" section of CO screen 1.
• Corporation Package:
  • The .5% tax rate is now used as intended when "A corporation electing to pay tax on its gross Colorado receipts" is selected on CO screen 1.
• Individual Package:
  • EF Message 0180 is no longer produced when the taxpayer or spouse is over the age of 55.
• Individual Package:
  • The Early Childhood Educator Income Tax Credit on CO Form 1703 is no longer calculated when the federal adjusted gross income is over the income threshold limit.

Connecticut Update 8

• Individual, Corporation, S Corporation, Partnership, Fiduciary, Gift, and Estate Packages:
  • ALL CT forms have been approved and are now available for paper-filing, and the watermarks have been removed.
• Individual Package:
  • Dates on CT screen 168K have been updated.

Connecticut Update 9

• Individual, Corporation, S Corporation, Partnership, Fiduciary, Gift, and Estate Packages:
  • All CT forms have been approved and are now available for paper-file.

District of Columbia Update 14

• Corporation and S Corporation Packages:
  • DC Form D-20 SUB can now be e-filed when multiple states are selected for e-file in the return.

1040 Program Update 24

• An EF Message is now produced when a negative amount is entered on lines 9 - 42 of screen 8829, preventing reject "DRKPARSE" on element "HomeBusinessExpenseAmt."
• EF Message 0290 is now produced when the employer's ZIP code is blank on screen W2, preventing reject "DRKPARSE" on element "EmployerUSAddress."
• A update prevents rejects "R0000-697-01" and "R0000-098-01" when Form 8948 is present in the return and the taxpayer is attempting to file an extension.
• The taxable amount from a Roth IRA conversion is now included in the income used to determine the optimal sales tax computation on the State and Local General Sales Tax Deduction Worksheet - Line 5a (SALESTAX).

Illinois Update 15

• S Corporation and Partnership Packages:
  • To generate vouchers for the entity (IL-1065 or IL-1120-ST) to pay estimated PTE tax:
    • 1. Select to file and pay PTE tax (item "I" on IL screen INFO in the 1065 package; item "L" on IL screen INFO in the 1120S package).
    • 2. Select "IL" from the "State" drop list on federal screen ES.
    • 3. Select "PE" from the "Type" drop list on federal screen ES.

Ketucky Update 12

• Partnership Package:
  • The Kentucky 720EXT "Extension to file" will now print as intended.
• Individual Package:
  • The spouse's name is now displayed as intended on KY Form 740-ES for married filing jointly returns.
• Individual package:
  • An update resolves EF Message 1102.
• Individual package:
  • An update resolves EF Message 1103.
• S Corporation Package:
  • Amounts entered on line 2, "Net income (loss) from rental..," on KY screen K will now flow as intended to line 2, "Net income (loss) from rental..," on page 7 of KY Form PTE.

Louisiana Update 7

• Corporation and S Corporation Packages:
  • EF Message 9422 is no longer produced when filing LA Form CIFT-620-2D after the federal return has been e-filed and accepted.
  • The intended balance due is now displayed on the filing instructions when a partial payment is made via direct debit.
• Individual Package:
  • LA Forms R-210R and R-210NR have been approved and activated for e-file. 
  • LA Forms IT-540-X and IT-540-B-X have been updated and are now available for e-file.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages: 
  • Banners are no longer displayed on approved LA forms in View/Print mode.

Massachusetts Update 22

• Individual Package:
  • The intended amounts are now calculated on lines 1 and 2, "Total contributions previously taxed by Massachusetts," on MA Schedule X, Line 2 Worksheet. Taxable IRA/Keogh Plan, Qualified Charitable IRA Distributions and Roth IRA Conversion Distributions Worksheet (MA IRA WK).
• S Corporation, Partnership, and Fiduciary Packages:
  • The officer's name, title, and date will now be produced as intended on page 2 of MA Form 63D-ELT.

Michigan Update 13

• Fiduciary Package:
  • Amounts are no longer generated on line 11, "Capital gain or (loss) adjustment for resident estates or trusts (from MI1041-D, line 21)," of MI Form MI-1041 when "Suppress" is selected on line "MI1041D" of MI screen PRNT, resolving reject 110.
• Corporation and S Corporation Packages:
  • The following MI forms have been been approved and are now available for paper-file:
    • MI Form 4899 
    • MI Form 5324
    • MI Form MI1310

Missouri Update 14

• Individual Package:
  • MO EF Message 0092 is now produced when line 9S of MO Form 5695 is negative, preventing reject "DRKPARSE" on element "SplitPercentageSpouse."
  • The intended amount is now produced on line 12, "If you rented, enter the total amount...," of MO Form MO-PTS when there are multiple MO Forms MO-PTS present in the return, preventing reject "MO1040-0027."
  • The amount from line 1, "Wages, tips, other compensation," of federal Form W-2 now flows as intended to line 1, "Please report salaries, wages, etc...," on MO Form E-1.
• Fiduciary Package: 
  • MO Return Note 24 is no longer produced when MO Form MO-1041V is present in the return.

1065 Program Update 28

• The option "FL EXT - Florida extension" has been added to applicable drop lists on screens COMM and EF.
• The tax type "PE - IL - IL-1065 PTE TAX ESTIMATED PAYMENTS" has been added to screen ES. 
• An update prevents reject "DRKPARSE" on element "SchK3FrgnPrtnerSrceIncmDedGrp" when e-filing Schedules K-2 and K-3. 
• The "Type of tax" option "OTH - Other foreign taxes paid or accrued" can now be selected on screen III4. 
• The description for code N on line 20c of screen K ("Other Information Cont'd" tab) has been updated.

Oklahoma Update 12

• Individual Package:
  • The Credit for Other Dependents calculated using federal Schedule 8812 is no longer included in the calculation of the OK Child Tax Credit. Dependents age 17 and older do not qualify for the OK credit.
  • A "Federal Child Tax Credit Amount" override field has been added to OK screen 511. Data entered in this field flows to line 15 of OK Form 511 or line 16 of OK Form 511-NR.
  • The Form 561 Worksheet for Line 9 (page 2 of OK Form 561) is now produced as expected when there are capital losses on federal Schedule D. 
  • An update prevents reject "DRKPARSE" on element "PaidPreparerInformationGrp" for OK returns with an STIN instead of a PTIN.
  • An update prevents reject "511-006" when an amount is entered on line 28, "Credit for Contributions to an Eligible Public School Foundation," of OK screen CR2.
  • OK Form 511-EIC has been updated to account for the following OK-sourced Form W-2 scenarios:
  • Form W-2 is for wages paid to a minister who is paying his or her own Social Security tax.
  • A code of "P - Excludable reimbursed moving expenses" is entered in box 12 of federal screen W2.

General Program Update 28

• General Program Update
  • The Summary Results letter now instructs taxpayers to review online payment options when a state has an electronic payment mandate. Prior to this update, the Summary Results letter instructed taxpayers to mail a check if the balance due was not paid through electronic funds withdrawal with his or her e-filed return.

1120 Program Update 16

• Line 11, "Business income limitation," of Form 4562 is now calculated as expected when a "Contributions override" amount is entered on screen DED.
• The options "Qualified Business Unit (QBU)" and "QBU payments made to related person" have been reserved on screen 18A, and an additional "Unrelated" check box has been added, resolving reject "DRKPARSE" on element "BranchCd." Preparers should recalculate and retransmit affected returns.

1120S Program Update 16

• The tax type "PE - IL - IL-1120-ST PTE TAX ESTIMATED PAYMENTS" has been added to screen ES. - EF Message 1379 is no longer produced when "No" is selected on line 3b, "Has the corporation's income statement..," of screen M3 and statement "124 - Sch M-3 - Receding Period Restated Income" has not been created using screen SCH. 
• The "Type of tax" option "OTH - Other foreign taxes paid or accrued" can now be selected on screen III4.
• EF Message 238 has been added to the program, resolving reject "DRKPARSE" on element "IRS1120SScheduleK1."

990 Program Update 14

• EF Message 290 has been added to the program, resolving reject "DRKPARSE" on element "AdvertisingIncmPeriodicalGrp."
• The options "Qualified Business Unit (QBU)" and "QBU payments made to related person" have been reserved on screen 18A, and an additional "Unrelated" check box has been added, resolving reject "DRKPARSE" on element "BranchCd." Preparers should recalculate and retransmit affected returns.