Menu

Search

Knowledge Base


18272: 2023.08.23 - Drake22 Updates


Drake22 Update Notes

2023.08.23 - Drake22 Updates

 

California Update 28

  • Individual Package:
    • The intended amount is now produced on line 8z, "Other income," column A, page 2, of CA Schedule CA when there are more than 10 difference sources of income listed on line 8z, "Other income," of federal Schedule 1.
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages: 
    • EF Message 149 is now produced when the amount on line 8, "California source deferred gain," Schedule A, page 2, on CA Form 3840 does not match the amount on line 10, "Allocation of California source deferred gain to properties received," page 2, on CA Form 3840, preventing reject "F3840-060."

Florida Update 28

  • Partnership Package:
    • The filing instructions for FL Form F-1065 now indicate that the return has been e-filed when an ack of "A" is present for "FL1065" on federal screen ESUM.

Iowa Update 43

  • S Corporation, Partnership, and Fiduciary Packages:
    • An IA EF Message is now produced when both the following are true: 
      • "Amended return" is selected on federal screen 1 
      • IA Form IA 102 is not present in the return

Illinois Update 24

  • S Corporation and Partnership Packages:
    • An amount is no longer produced on line 9, page 1, of IL Form IL-2220 when line L, "Check this box if you elected to file and pay Pass-through entity tax" on IL Form 1120-S (S Corporation package) or IL Form IL-1065 (Partnership package) is marked, preventing reject "IL2220-1200-4."

Pennsylvania Update 27

  • Individual Package:
    • Only nonresident tax withholding amounts on PA Schedule RK-1 are now produced on line 17, "Nonresident Tax Withheld," of PA Form PA-40 
    • EF Message 0146 is no longer produced when the following occurs in a return: 
      • An amount is entered on line 16, "Amount paid with extension," of PA screen 2
      • Federal screens STEX and STX2 are blank
      • Taxpayer is filing an amended return.

Rhode Island Update 25

  • Fiduciary Package:
    • An amount is no longer produced on line 18, "Amount of overpayment to be refunded," of RI Form RI-1041 when "E - Makes estimate equal to overpayment" is selected from the "OP Code" drop list for RI on the "2023 Estimated Taxes to be Paid for Next Year" section of federal screen ES."
  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The intended amount is now produced on line 1, "Federal Taxable Income expected in 2023," of RI Form RI-1040C-ES when override amounts are entered on federal screen ES for RI.
  • S Corporation Package:
    • "Included in Composite Filing (RI-1040C)" is now marked on RI Form K-1 when RI Form RI-1040C is present in the return."

Texas Update 7

  • Individual Package:
    • The TX "Amount that was actually paid (if different)" entered on federal screen STX2 now flows as expected to line 2, "Enter prior payment," of TX Form 05-170.

Vermont Update 24

  • Individual Package: 
    • A due date of October 16, 2023, is now displayed on the filing instructions when "Extended Return" is selected on VT screen 1.
    • Taxpayers impacted by flooding on July 10, 2023, now have until November 15, 2023, to file returns. To make this election, select "Taxpayer impacted by July 10th flooding" on VT screen 1.
  • Fiduciary Package: 
    • Taxpayers impacted by flooding on July 10, 2023, now have until November 15, 2023, to file returns. To make this election, select "Taxpayer impacted by July 10th flooding" on VT screen 1.
  • Corporation, S Corporation, and Partnership Packages: 
    • Entities impacted by flooding on July 10, 2023, now have until November 15, 2023, to file returns. To make this election, select "Impacted by July 10th flooding" on VT screen 471 (S Corporation and Partnership packages) or 1 (Corporation package).

Wisconsin Update 20

  • Individual Package: 
    • The intended amount is now calculated on line 23, "Wisconsin net operating loss deduction," of WI Schedule SB when an amount is present on line 9, Part I, of WI Schedule NOL2.

Also In This Category


On a scale of 1-5, please rate the helpfulness of this article


Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Article has been viewed 139 times.
Last Modified: 7 Months Ago
Article not rated yet.
Options