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18312: 2023.10-12 - Drake22 Updates


Drake22 Update Notes

2023.10 - Drake22 Updates

 

Kansas Update 26

  • Individual Package:
    • Amounts calculated on line 31, "Penalty," of KS Form K-40 will no longer flow as a negative amount to line 35, "Credit Forward," on K-40.

Connecticut Update 18

  • S Corporation and Partnership Packages:
    • Information entered on line D of CT screen 1 now flows as intended to line D on CT Form CT-1065/CT-1120SI.

Arizona Update 32

  • Individual Package:
    • The following codes have been added to AZ Form 321 for 2023 as per the Arizona DoR:
      • 20813 City Hope
      • 22131 Christ Child Society of Tucson
      • 22492 Reach for it of Tucson, Inc
      • 22628 Changing Lanes Recovery, Inc.
      • 22642 A Place For Hannah
      • 22644 VerdeCares Inc.
      • 22645 Tyler's House
      • 22646 The Clear Water Project Inc.
      • 22651 Hope Mental Health Foundation
    • The following code has been added to Form 352 for 2023 as per the Arizona DoR:
      • 11080 RAM Ministries.
    • Box 58a is now marked on AZ Form 140X when an address is entered in the override fields on Part 3 of AZ screen X.
    • The intended amount is now calculated on line 24 of AZ Form 140X.
  • Partnership Package:
    • Only one AZ Form 285 is now produced when intended.
  • S Corporation Package:
    • AZ EF Message 9436 has been updated.
  • Corporation Package:
    • AZ estimated payments entered on federal screen ES now flows to line 24a, Estimated tax payments," on AZ Form 120.

Colorado Update 22

  • Individual Package:
    • The amounts on the following lines of federal Schedule 1 are now included on line 18 of CO Form DR 0104PN:
      • Line 1, "Taxable refunds, credits..."
      • Line 2a, "Alimony received"
      • Line 9, "Total other income"

Iowa Update 49

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Invalid numbers will no longer flow from federal Form 8990 to lines 1, 3, and 5 of Form IA163.
  • Fiduciary Package:
    • The total of interest and penalties will now appear on line 47 of IA 1041.
  • S Corporation, Partnership, and Fiduciary Packages:
    • The value entered on line 10 of IA screen PTEC will now flow to line 10 of Form IA PTE-C.

North Carolina Update 18

  • Fiduciary Package 
    • An update resolves reject "NCD407-1121" when filing NC Form D-407.

California Update 30

  • Individual Package:
    • "Unallowed loss carryforward" amounts entered on CA screen 3801 now flow to the intended location when "C," "K1S," or "4835" is selected from the "Federal Form Name" drop list.
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • EF Message 0149 is no longer produced when more than three properties are listed as given up on Schedule A of CA Form 3840.

Georgia Update 19

  • Corporation Package
    • Schedule 9, line 5, "Total NOL applied" of Form 600, now flows as expected to Schedule 7, line 8. 

Texas Update 8

  • Individual Package:
    • Return Note 32 will now be generated when multiple rental properties using the same LLC are present in the return. 
  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
    • Error Message TX05-175 will now be generated if the legal name contains fewer than four characters.

New York Update 30

  • Individual, Partnership, and Fiduciary Packages:
    • The intended information is now produced on Schedule B of NY Form IT-249 when the amount of "0" (zero) is present on line 3, "Credit for qualified long-term care insurance," of Schedule A on NY Form IT-249.

Pennsylvania Update 28

  • Individual, Partnership and Fiduciary Packages:
    • The amount on line 18, "Tax overpaid," of PA Form City if Philadelphia Net Profit Tax now flows as intended to line 2, "Tax Overpaid," on PA Net Profits Tax Payment Coupon.

Iowa Update 50

  • Fiduciary Package:
    • An update prevents reject "DRKPARSE" on element "Name" when the "Last Name" on federal screen K1 contains special characters or numerals.
    • Page 9 of Form IA 1041 has been updated to the latest version.

1120 Program Update 33

  • Line 5, "Other costs," of Form 1125-A is now factored into line 11, "Total income," of Form 1120 when the following conditions are true; affected returns should be reviewed for accuracy and amended if necessary:
  • An amount is entered on line 19, "Contributions override," of screen DED. 
  • The return has a loss prior to the section 179 contribution deduction and domestic production activities deduction (DPAD).

709 Program Update 7

  • The gift amount calculation on Schedule A of Form 709 has been updated for the taxpayer and spouse when "Split" and "Item is for a qualified state tuition program" are selected on 709 screen A.

New Jersey Update 24

  • Individual Package:
    • "1114 - Princeton" was added to the "NJ County Number" drop list on NJ screen 1.
  • Fiduciary Package:
    • "Pass Through Business Alternative Income Tax" date entry field was added to NJ screen 12.

Minnesota Update 21

  • Individual Package 
    • Dependent information entered on federal screen 2 now flows as intended to "Dependents" section on MN Form M1X.

Maryland Update 25

  • S Corporation and Partnership Packages:
    • The intended amount is now produced on line 15, "Cybersecurity Incentive...," of MD Schedule K-1 when amounts are entered in the override fields on MD screen SCHB.

Arizona Update 33

  • Individual Package:
    • An update prevents reject "DRKPARSE" on element "FinancialTransaction" when filing AZ Form 140NR with data present on screens DD and PMT. 

Wisconsin Update 23

  • Individual Package:
    • Schedules NOL2 and NOL3 are now generated when the taxpayer is a Wisconsin nonresident.
  • S Corporation Package:
    • Line H, "Check if the nonresident shareholder elected Wisconsin composite income tax...," is now marked on WI Schedule 5K-1 when line H, "WI composite income tax...," is selected on WI screen K1.

California Update 31

  • Individual Package:
    • An update prevent the following CA rejects when an amount is present on line 8z, "Other income," page 2, on CA Schedule CA (540) for CA nonresident or part-year taxpayers:
      • "SCHCANR-048"
      • "SCHCANR-049"
      • "SCHCANR-050"
  • Fiduciary Package:
    • Multiple options can now be selected from the "Type of entity" section on CA screen 541.
  • S Corporation Package:
    • The amount on line 41, "Current year research credit," on CA Form 3523 now flows as intended to line 13d, "Other credits," on CA Schedule K-1 (100S).
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The override amount on line "Basis ONLY if different from cost" in "State (if different)" column on federal screen 4562 now flows as intended to Part III on CA Form 3885A.

Arizona Update 34

  • S Corporation Package:
    • An update prevents reject "DRK-DUPE" when filing an amended AZ Form 120S after the original AZ Form 120S has been filed.

District of Columbia Update 22

  • S Corporation Package:
    • The override field for line 10, "Other income," on DC screen 1 now functions as intended.

General State Programming Update 28

  • Individual Package:
    • "Incorrect Form 1099-K" and "Form 1099-K Personal Item Sold At A Loss" data entered on line 8z, "Other income," of federal screen INC that flows to line 24z, "Other adjustments," of federal Schedule 1 is now reported as intended on line Z, "Other adjustments," of the state Other Adjustments Worksheet ([ST]WK_ADJ).

New Jersey Update 25

  • Fiduciary Package:
    • The field "Tax paid by partnership on behalf of trust and distributed" has been added to NJ screen K1. Data entered in this field flows to the following locations:
      • Line 35b, "Tax paid on your behalf by Partnership(s) and Distributed," of Form NJ-1041
      • The "Tax Paid by Partnerships and Distributed" column on Part II of Schedule NJK-1 (Form NJ-1041)

North Dakota Update 26

  • Corporation Package:
    • EF Message 0093 is now produced when an invalid ND "Payer's state number" is entered on federal screen 99M, preventing reject "R0000-011."
    • An apportionment factor of "0.000000" is now used on line 5 of ND Form 40 when there is no ND income to be apportioned in a ND nonresident, multi-state return.

Rhode Island Update 26

  • S Corporation Package:
    • The RI estimated payments entered on federal screen ES now flow as intended to line 15, "Amount of overpayment...," on RI Form RI-1120S.
  • Corporation Package:
    • Page 3 of RI Form RI-1120C has been updated.
  • S Corporation and Partnership Packages:
    • The ownership percentage entered on federal screen K1 (Partnership package) K1E (S Corporation package) now flows as intended to line, "Taxpayer's Ownership Percentage," in the "Taxpayer Information" section on RI Form K-1.
  • S Corporation, Partnership, and Fiduciary Packages:
    • The following check boxes have been added to the program:
      • "Generate the RI 1040C" check box has been added to RI screen 1040.
      • "Generate the RI-1096" check box has been added to RI screen 1096.
      • "Generate the RI-PTE" check box has been added to RI screen PTE.
  • S Corporation, Partnership, and Fiduciary Packages:
    • The following check boxes have been added to the program:
      • "Generate the RI 1040C" check box has been added to RI screen 1040.
      • "Generate the RI-1096" check box has been added to RI screen 1096.
      • "Generate the RI-PTE" check box has been added to RI screen PTE.

Illinois Update 26

  • S Corporation and Partnership Packages:
    • EF Message 0600 is no longer produced when "By checking this box you verify...," check box is selected on IL screen 2.

Arkansas Update 39

  • Individual Package:
    • The loss on "Married Filing Jointly" returns is now limited to the allowed maximum amount on Form AR1000D.
  • S Corporation and Partnership Packages:
    • An update prevents reject "DRKPARSE" on element "PassThroughAdjustment."

Florida Update 30

  • Corporation and S Corporation Packages:
    • EF Message 0035, generated with the fourth-quarter estimate voucher, can now be cleared, as expected.

Iowa Update 51

  • Individual and Fiduciary Packages:
    • An update prevents reject "DRKPARSE" on element "StateType" when "Other Country, taxed income also taxed by IA," is selected on IA screen 130 and a state is selected from the "Abbre of State" drop list.
  • Individual Package:
    • EF Message 0254 is now produced when the "Disregarded Entity Name" is missing on IA screen CC, preventing reject "DRKPARSE" on element "DisregardedEntityName."

Oklahoma Update 22

  • Individual Package:
    • OK Form 500-B now uses the spouse's information if the Schedule K-1 associated with it is attributed to the spouse instead of the taxpayer on federal screen K1P, K1F, or K1S. 

1040 Program Update 47

  • The 2023 tax rate schedule is now produced on the Tax Computation Worksheet for 2023 Tax Planner scenarios. No calculations were affected.
  • The intended penalty is now produced for "Rate Period 3," column (c), on the "Worksheet for Form 2210, Part III, Section B - Figure the Penalty" (WK_2210) when a federal fourth quarter "Amount paid" is entered on federal screen ES. 
  • Information on K1 screens no longer flows to Schedule E when "0" (zero) is entered in box "F." No calculations were affected.

Federal Program Update 54

  • Prior-year net operating loss (NOL) amounts entered on screen LOSS in Drake Tax 2021 are now updated correctly to Drake Tax 2022.

1041 Program Update 34

  • General program update.

709 Program Update 8

  • The spouse's name is now produced as intended on page 1 of Form 709 for Married Filing Separately returns.

Federal Program Update 43

  • An update prevents reject "DRKPARSE" on element "OtherIncomeTypeStatement" when the amount on line 6c of Form 8621 flows to line 8z, "Other income," on Schedule 1 and there are more than 100 items present on the "Schedule 1 - Line 8z - Other Income" Federal Supporting Statement.

Kansas Update 27

  • Individual Package:
    • The intended extended due date is now produced on the KS filing instructions for previously extended returns. 

Nebraska Update 12

  • Corporation Package:
    • When there is "0" (zero) on line 3, "Federal capital loss carryover," of NE Schedule A, then EF Messages 0066 and 0154 are no longer displayed.

Louisiana Update 19

  • Individual Package 
    • The intended amount is now calculated on the following lines when federal AGI is negative:
    • Line 8B, "Federal itemized deduction for medical and dental expenses," of LA Form IT-540-2D
    • Line 10B, "Federal itemized deduction for medical and dental expenses," of LA Form IT-540B-2D

Arkansas Update 40

  • S Corporation and Partnership Packages:
    • An update prevents reject "DRKPARSE" on element "RentalProperty."

Oklahoma Update 23

  • Individual Package:
    • Box "Line 5" is now marked on line "Form 561-NR Worksheet for (Check one)" of OK Form 561-NR - Page 2 when "Line 5" is selected on OK screen WKS.
    • OK Form 561-NR - Page 2 is now produced when data is present on line 5, "Qualifying Oklahoma net capital gain...," of OK Form 561-NR.

Arizona Update 35

  • Corporate Package:
    • An update prevents reject "DRKPARSE" on element "PmntDate" when a payment date is missing on Schedule F, page 3, of AZ Form 120.

New York Update 31

  • Corporation Package:
    • Line 19, "Taxable income," of federal Form 1120-H is now included on line 1, "Federal taxable income," Part 3, of NY Form CT-3, when there is a depreciation loss on the federal return.

1040 Program Update 48

  • The taxpayer deadline for TPG applications has been extended to November 15, 2023.
  • The taxpayer deadline for EPS, Refund Advantage, TPSC, and Refundo applications has been extended to November 25, 2023.

Florida Update 31

  • Corporation and S Corporation Packages:
    • An update prevents reject "DRKPARSE" on element "DepreciateQualifiedImpProp."

Maryland Update 26

  • Individual Package
    • MD 500CR, Business Income Tax Credits, has been updated to clear reject 500CR-54577-010.
    • MD 500CR, Business Income Tax Credits, has been updated to clear reject 500CR-54572-010.

California Update 32

  • Individual Package:
    • The third quarter estimated payment due date for CA Form 540-ES for taxpayers who have been affected by winter storms has been updated to November 16, 2023.
    • An update prevents CA rejects "SCHCANR-048" and "SCHCANR-049" when the following occur:
    • An amount is produced on line 8z, "Other income," column D, of CA Form CA (540NR)
    • Data is present on CA Form 3506 - Taxpayer is a nonresident or part-year resident of CA,
  • Fiduciary Package:
    • An update prevents reject "DRKPARSE" on element "EntityType" when more than one of the following entity types is selected on federal screen 1:
      • Complex trust
      • Decedent's estate
      • Simple trust

District of Columbia Update 23

  • Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • EF Message 0409 is no longer produced when "DC AMD - District of Columbia Amended" is selected on federal screen EF.
    • A green check mark is now produced in the "EF Status" column of the Calculation Results window for eligible "DC20X AMD" returns.

Georgia Update 20

  • Partnership Package
    • General e-file specifications updates.

Texas Update 9

  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
    • EF Message 0165 is now produced when the following occurs:
      • An override amount is entered on line 9, "R & D activities credit available," of TX screen CSUM
      • TX Form 05-178 is not present in the return

Massachusetts Update 41

  • Fiduciary Package:
    • The underpayment penalty rate on line 23 of MA Form 1 M-2210F has been updated to 8% per the MA DOR.
  • Corporation and S Corporation Packages:
    • An update resolves reject "F355-048" regarding line 14, "Allocated Assets," of MA Form 355, Schedule B.
    • An update resolves reject "F355-069" regarding line 10, "Taxable net worth," of MA Form 355, Schedule D.
    • An update resolves reject "F355-091" regarding line 20, "Income apportionment percentage," of MA Form 355, Schedule E.
  • S Corporation, Partnership, and Fiduciary Packages:
    • Refund and balance due amounts are now displayed as intended on the Client Results letter and filing instructions for amended MA 63D-ELT returns.

Louisiana Update 20

  • Partnership Package 
    • The expected LA extended due date is now displayed on the LA 565 filing instructions when "Y" is selected from the "Generate an extension (Y/N)" drop list on LA screen EXT and "0" (zero) is entered on line "Amount paid with extension - goes to Composite Tax Return."

Iowa Update 52

  • Corporation, S Corporation, and Partnership Packages:
    • The entity's "legal name," entered on federal screen 1, now flows as intended to the "Legal name" line of Form IA 2848.

Vermont Update 26

  • Individual Package:
    • The intended amount is now produced on line A2, "Amount paid with return," of VTWK_A5.
  • Corporation Package:
    • The "Tax Year" amounts entered on column "Vermont NOL" of VT screen NOL now flow as intended to the respective column on the Vermont Net Operating Loss Worksheet (VT NOL).

Ohio Update 20

  • Individual Package:
    • The "OH Income Tax Guest Payment Service" link has been removed from OH screen 1 per a request from the OH DOR.
    • Ohio generic city returns can no longer be e-filed for tax year 2022 beginning October 31, 2023.
    • The mailing address for Cincinnati has been updated to the new tax administrative office location.

Michigan Update 27

  • Individual Package
    • Boxes 23C and 23G are no longer marked in error on MI Schedule 1 when the "IRS approved Form 4029..." has been marked on federal screen SE, Self-Employment Adjustment.

Pennsylvania Update 29

  • Individual Package:
    • The intended extension amounts are now produced on the Transaction Summary, and EF Message 0245 is no longer produced when:
    • A partial payment amount is on line "State payment amount" on federal screen PMT.
    • "Philadelphia School Income Tax" is selected from the "State/city" drop list on federal screen PMT.
  • S Corporation Package:
    • The intended amounts are now calculated on PA Schedule NRK-1 for part-year shareholders when "Days residing in PA" are entered on PA screen PAK1.

Maryland Update 27

  • Individual Package:
    • An update prevents reject "54577-010" when filing MD Form 500CR.

Connecticut Update 29

  • Individual Package:
    • The intended mailing address is now displayed on the CT1040X filing instructions.

Arkansas Update 41

  • Individual Package:
    • Amounts entered on line "Dividends included in box 1 that are nominee dividends," on federal screen DIV now flow as intended to "Part II - Taxable Dividends" section on AR Form AR4.

General Program Update 55

  • General program updates.

1040 Program Update 49

  • An update prevents reject "DRKPARSE" on element "FederallyDeclaredDisasterInd" when an amount is entered for "Casualty loss portion from Form 8829" on screen 4684.
  • Line 1, "Current year business interest expense," of Form 8990 is no longer reduced by prior-year disallowed business interest expense carryovers from Schedule E. Returns that have both current-year and prior-year business interest expense from Schedule E should be reviewed, recalculated, and amended if necessary.

1041 Program Update 35

  • General program update.

Federal Program Update 44

  • General program update.

Federal Program Update 56

  • General program update.

Oklahoma Update 24

  • Individual Package:
    • The intended amounts are now produced on the following lines of OK Form 573 based on the 2019-2021 tax rate chart:
      • Line 4, "Figure the tax on the amount on line 3" 
      • Line 8, "Figure the tax on the amount on line 7"
      • Line 12, "Figure the tax on the amount on line 11"
      • Line 16, "Figure the tax on the amount on line 15"

990 Program Update 30

  • Form 8941 can now be e-filed with Form 990-T, Exempt Organization Business Income Tax Return.

Massachusetts Update 42

  • Individual Package:
    • MA Return Note 3 is now produced when an underpayment penalty is present on line 58, "Tax Due," of MA Form 1-NR/PY. 
  • S Corporation, Partnership, and Fiduciary Packages:
    • Amended MA Form 63D-ELT can now be e-filed.

Michigan Update 29

  • Corporation Package:
    • Shareholder and officer relationship information will no longer be duplicated on page 3 of MI Form 4894 when multiple copies of page 3 are generated.
  • City Corporation and S Corporation Packages:
    • Line 6, "Allocation percentage from page 2, Schedule D, line 5," of MI common city Form CF-1120 now shows "0" (zero) percent when applicable. 

Iowa Update 53

  • Fiduciary Package:
    • An update prevents reject "DRAKEPARSE" on element "AddressLine1Txt" when an "&" (ampersand) is present on line "Address" on IA screen 1.

Iowa Update 54

  • Corporation Package:
    • EF Message 0078 is now produced when data is entered in the "Description" field on IA screen E2, but the "Iowa Receipts" and "Receipts Everywhere" columns are blank, preventing reject "DRKPARSE" on element "IowaReceipts." 
  • Fiduciary Package:
    • The intended beneficiary's share of income is now produced on line 1, "Iowa Modifications to Income," Part I, on IA Form 1041 K-1.
    • EF Message 0076 is now produced when there are negative amounts on any of the following lines of page 6 on IA Form 1041, preventing reject "DRKPARSE" on element "ActualTotalDistributions:"
      • 2, "Adjusted tax-exempt income"
      • 8, "If a complex trust, enter the accounting income..."
      • 9, "Income required to be distributed currently"
      • 10, "Add lines 9 and 10"
      • 12, "Tax exempt income included in actual distributions..."

Michigan Cities Update 29

  • Individual Package
    • The following cities are no longer accepting e-filed returns for tax year 2022; these returns must be paper filed:
      • BC, Battle Creek
      • BH, Benton Harbor
      • BR, Big Rapids
      • EL, East Lansing
      • FT, Flint
      • GR, Grand Rapids
      • HC, Hamtramck
      • HP, Highland Park
      • JC, Jackson
      • LN, Lansing
      • LP, Lapeer
      • MH, Muskegon Heights
      • PC, Portland
      • PT, Pontiac
      • SF, Springfield
      • SG, Saginaw
      • WL, Walker

General Program Update 57

  • General program updates

Illinois Update 27

  • S Corporation Package:
    • Data entered on line 6, "Identity," of IL screen 1 now flows as intended to line 6 on IL Form IL-1120-ST-X.

Iowa Update 55

  • Individual, Corporation, S Corporation, Partnership and Fiduciary Packages:
    • An update prevents reject "DRKPARSE" on element "PayingPTEName" when a Paying Pass-Through Entity (PTE) Name with special characters is present in column A of IA Schedule CC.

Florida Update 32

  • Corporation and S Corporation Packages:
    • An update prevents reject "DRKPARSE" on element "BusinessNameLine1Type."

Michigan Cities Update 30

  • Individual Package:
    • The intended Big Rapids address is now produced on line "Mail To," page 1, of MI Form CF-1040.

General State Update 30

  • Individual Package:
    • The intended mailing address is now produced on the CF-1040 return filing instructions and result letter for Big Rapids, MI.

1040 Program Update 50

  • Per IRC 6622, daily compounding is now used to compute interest on the Interest and Penalty Calculation worksheet ("Wks Penalty" in View/Print mode). This change may increase the amount of late payment interest and penalties.
  • The interest rate for the first quarter of 2024 has been added to Wks Penalty.
  • An update prevents reject "DRKPARSE" on element "ReturnData" when a statement of "648 - 5329, 301.9100-2 withdrawal explanation (screen X)" is selected on screen SCH.

General Program Update 9

  • The certificate for signature pads has been updated, allowing customers to e-sign documents.

New York Update 32

  • Corporation Package:
    • EF Message 0698 is now produced when a PDF attachment is required when the following occurs on NY Form CT-46:
      • An amount is present on line 18b, "Qualified new business,"
      • Line 18c, "Eligible farmer" is marked

Massachusetts Update 43

  • Individual Package:
    • The program no longer closes unexpectedly when more than 100 Forms 1099 are present in the return.
  • S Corporation, Partnership, and Fiduciary Packages:
    • An update prevents "B" acknowledgment when e-filing an amended MA Form 63D-ELT.

1065 Program Update 38

  • General program update.

Federal Program Update 45

  • The intended direct debit information is now produced on the Form 7004 filing instructions when Form 7004 results in a balance due and Form 1120 results in a zero balance or refund. Prior to this update, the Form 7004 filing instructions indicated that the payment should be paid using EFTPS.

1120S Program Update 39

  • General program update.

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