18364: 2024 - Drake22 Updates

Arizona Update 36

• Corporation Package:
  • Line 21, "Tax liability," column (b), on AZ Form 120X has been updated per the AZ DOR.

Iowa Update 56

• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "IASchE" when "0" (zero) is entered on all fields of IA screen E.

California Update 33

• Individual Package:
  • Lines 2 and 3 of CA 3853 Worksheet A, have been updated to address household members who turned 18 during the tax year.
• Fiduciary Package:
  • EF Messages have been updated to prevent reject F541-110 when a credit amount is entered in an override field of CA screen 541 but no data has been entered on the corresponding credit screen.
• Corporation Package:
  • CA screen 3544 has been updated to require a credit code be selected when data is entered on the screen, preventing CA reject F100-089.
• Corporation and S Corporation Packages:
  • The calculation of line 40, columns B, C, and D of page 2 of Form 5806 has been updated. The prior period's amount from the same line is no longer subtracted from the calculated total.

 Arizona Update 37

• Individual Package:
  • The following Form 321 codes have been modified for the 2022 tax year per the AZ DoR:
    • Added:
      • 22450, MPOWRD
      • 22648, The Terrence Pickerel Heart Fund
      • 22655, Roots and Roads Community Hospice Foundation
      • 22657, Grace Sober Living
      • 22660, Triple R Recovery Charities
      • 22664, Iskashitaa Refugee Network
      • 22665, Southern Arizona Dream Center
      • 22666, Art of Intelligent Minds
    • Removed:
      • 20973, Campbell's Crew Cares
    • Modified:
      • 20157, Mitchell Swaback Charities, Inc. dba Harvest Compassion Center
      • 21020, The Singletons
  • The following Form 322 codes have been modified for 2022 and 2023 per the Arizona DoR:
    • Added:
      • 078100001, Premier Prep Online Academy
      • 078644001, Virtual Preparation Academy of Arizona
      • 118706001, Akimel O'Otham Pee Posh (3-5)
    • Removed:
      • 010208105, Window Rock Elementary School
      • 020268155, Apache Middle School
      • 070241130, Canyon Valley Junior High School
      • 070483113, Palm Lane North
      • 078524206, Career Success Jr/Sr High School - Woods Campus
      • 078572001, Aim High Institute
      • 078603005, S. Sturgeon Middle School
      • 078603008, Stellar Prep
      • 078720002, Pinnacle High School - Mesa
      • 078748201, Career Success High School - Mesa
      • 078753005, Kachina Country Day School - North Campus
      • 078754101, Benjamin Franklin Charter School
      • 078773000, Unavailable
      • 078773001, Westwind Preparatory Academy
      • 078902102, Carden Traditional School of Glendale
      • 078907101, Arts Academy at South Mountain
      • 078907104, Arts Academy at Scottsdale
      • 078909104, Calibre Academy of Glendale
      • 078914202, Sonoran West Academy
      • 078915006, Sequoia Charter Middle School
      • 078915007, Sequoia Charter School - Maricopa
      • 078922201, School for Integrated Academics and Technologies
      • 078926201, Primavera Technical Learning Center
      • 078968104, Leading Edge Academy at Heritage
      • 078992002, Starshine St. John's
      • 100201522, Maxwell Middle School
      • 108710001, Sierra Oaks School
      • 108724001, New West School
      • 108729000, Unavailable
      • 108729101, Wildcat School
      • 108744202, PPEC Tec - 'Lito' Pena Learning Center
      • 108744212, PPEC Tec - John David Arnold Learning Center
      • 108744216, PPEC Tec - Robles Junction Learning Center
      • 110243152, Thunder Mountain Middle School
      • 110422103, Toltec Intermediate School
      • 130406105, Tavasci Elementary School
      • 138705001, Sequoia Ranch
      • 138705002, Sequoia Family Learning
      • 158701001, Scholars Academy, The

Ohio Update 21

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The following OH cities have been added and will now produce RITA returns:
    • Apple Creek
    • Beverly
    • Creston
    • Millbury
    • Montgomery
    • Northwood
    • Ottawa Hills
    • Stockport
    • Warsaw

South Carolina Update 18

• Individual, Corporation, S Corporation, and Partnership Packages:
  • Pressing the "Page Down" (PgDn) key while on SC screen 100 now opens a fresh screen for additional entries, as intended.

California Update 34

• Individual, Corporation, and S Corporation Packages:
  • e-File specifications for extension payments have been updated per recent CA guidelines.

1040 Program Update 51

• Gain from Form 8621 is now included on Schedule D (AMT), preventing incorrect data from flowing to line 2k, "Disposition of property (difference between AMT and regular tax gain or loss)," of Form 6251.

990 Program Update 31

• An update resolves reject "F4720-035."

Iowa Update 57

• Corporation Package:
  • The check box "Amended return" is now marked on IA Form IA 1120 when IA Form 102 is present in the return.

Alabama Update 24

• Fiduciary Package
  • Wash sales and other 8949 adjustments are now calculated as intended on AL Schedule D (Form 41), preventing reject "AL SG-AL41-032."

990 Program Update 32

• EF Message 5332 is now produced when attempting to e-file Form 990-T. Per a recent IRS announcement, Form 990-T will not be available for e-file until March 17, 2024, for tax years 2021, 2022, and 2023.

1120 Program Update 34

• The intended years are now displayed for Form 1120-C, Schedule G, Line 9a, Column (b), Nonpatronage NOL Deduction ("Attachment NOL" in View/Print mode).

1041 Program Update 36

• General program update.

Iowa Update 58

• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "refund" when "0" (zero) is produced on line 46, "Refund," of Form IA 1041.

1040 Program Update 52

• An update prevents reject "F1040-034-07." - An update prevents reject "X0000-005."

1040 Program Update 53

• An update prevents reject "F5329-004."
• An update prevents reject "R0000-904-03."

Maryland Update 28

• Fiduciary Package
  • Section D, line 4, of MD Schedule K-1, has been updated.
• Partnership Package
  • The correct amount of taxes paid now flows to Section D of MD Schedule K-1.

Washington Update 19

• Individual Package:
  • 2022 e-file specifications have been updated per the WA DOR.
  • The "Prepaid Debit Card" check box has been added to WA screen Main. Selecting this check box will issue a prepaid debit card for the Working Families Tax Credit refund amount.
  • WA Working Families Tax Credit Application has been updated for 2022 per the WA DOR.

Illinois Update 28

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages
  • EF Messages 1035 and 1036 are now produced when the "Requested payment date" entered on federal screen PMT is prior to the current date, preventing reject "IL-Financial-1400-2.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • "0" (zero) is now produced when applicable on lines 2a, "Enter the carry year...," and 2d, "Add lines 2a through 2c," of IL Schedule NLD, resolving reject  "IL1120NLD-700-2."

Arkansas Update 42

• S Corporation and Partnership Packages:
  • The expected refund or balance due is now displayed on the Client Results Letter for Form AR1100PET.

Colorado Update 23

• Individual Package:
  • The TABOR State Sales Tax Refund is no longer produced on line 33, "State Sales Tax Refund," of CO Form DR 0104.

General Program Update 58

• The IRS envelope coversheet is now produced when both Forms 1040-NR and 1040-X are present in the return.

Iowa Update 59

• S Corporation and Partnership Packages:
  • EF Message 9427 is no longer produced when amended IA Forms 1120S, IA102P, and PTE-C are present in the return and there is no data selected in the "State e-File Override" section on federal screen EF.

1040 Program Update 54

• Carryback fields for excess Form 8915-F repayments have been added to screen 915X.
  

Pennsylvania Update 30

• Individual Package:
  • EF Message 0367 text has been updated.

Colorado Update 24

• Corporation Package:
  • The intended amount is now calculated on line 31, "SALT Parity Act Credit," of CO Form DR 0112X.

Illinois Update 29

• Partnership Package:
  • Line references have been updated for Return Note 27.

Texas Update 10

• Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
  • The ability to file non-amended 2022 TX returns has been disabled per the TX DOR.

1120S Program Update 40

• "AP - AR - Arkansas Pass-through Entity Tax" has been changed to "PE - AR - Arkansas Pass-through Entity Tax" on the state "Type" drop list of screen ES.
• The Drake PDF printer now prints forms with the "Disaster" designation, as expected.

1065 Program Update 39

• "AP - AR - Arkansas Pass-through Entity Tax" has been changed to "PE - AR - Arkansas Pass-through Entity Tax" on the state "Type" drop list of screen ES.

General Program Update 59

• General program updates.

General Program Update 10

• General program updates.

1040 Program Update 55

• General program update.

California Update 35

• Individual Package:
  • e-File specifications have been updated per recent CA guidelines.

Massachusetts Update 44

• Individual Package:
  • Line 23, "MA losses for Carryover," of MS screen D is now completed automatically, as expected.

Arkansas Update 43

• S Corporation and Partnership Packages:
  • "AP - AR - Arkansas Pass-through Entity Tax" has been changed to "PE - AR - Arkansas Pass-through Entity Tax" on the state "Type" drop list of federal screen ES.

Washington Update 20

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "USResidentiaalAddress."

General Program Update 60

• The keywords "City Income Tax Amended Zero Due Paragraph" and "City Other Tax Amended Zero Due Paragraph" now function properly for printed Client Results letters for amended returns.

General Program Update 61

• The "Mail-to address" has been updated on the filing instructions and the Client Results letter for Form 1040-X.

1040 Program Update 56

• An update resolves reject "F1040-034-07."

Arkansas Update 44

• Individual Package:
  • The tax exempt interest or dividends will now print on the Form AR4 as expected.

Ohio Update 22

• Individual Package:
  • OH EF Message 0023 is now produced when intended.

Arkansas Update 45

• Individual Package:
  • Amounts entered on lines "Resident state municipal interest" and "Other state municipal Interest entered" on "Amount of Box 12 above that is..." section of federal screen DIV now flow to "Part II - Taxable Dividends" of Form AR4.

Montana Update 26

• S Corporation and Partnership Packages:
  • An erroneous amount is no longer produced on line 28a, "PTE information return late filing penalty," of amended PTE returns.

Minnesota Update 22

• Individual Package:
  • The full account number entered on federal screen DD is now produced as intended on line 42, "Account Number" of MN Form M1PRX. Prior to this update, in some instances, the last two digits would not be printed.

1040 Program Update 57

• The interest rate for the second quarter of 2024 has been added to the Interest and Penalty Calculation worksheet ("Wks Penalty" in View/Print mode).

General Program Update 62

• General Updates.
  

990 Program update 33

• The check boxes on Part IX of Schedule A (Form 990-T) are now marked when intended

Alabama Update 25

• Partnership Package:
  • AL screen P now allows the preparer to allocate the AL portion of ordinary income from column (e) of Schedule P on page 6 of AL Form 65 using a method different from the standard state apportionment percentage.

Pennsylvania Update 31

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

North Carolina Update 19

• Corporation Package:
  • The expected NC due date is now displayed on the Client Results Letter when the "Due date to print on letter and filing instructions" has been entered on screen COMM.

990 Program Update 34

• The IRS is accepting form 990-T effective March 17, 2023.

Pennsylvania Update 32

• Corporation Package:
  • Refund amounts entered on federal screen ES now function as intended.
  • Refund amounts are now as intended on line 2, "Refund," page 3, of PA Form RCT-101.

North Carolina Update 20

• Partnership Package:
  • An update resolves reject "NCD403-1174" when filing NC Form D-403.

California Update 36

• Individual Package:
  • An amended CA Form 568 can now be e-filed after the original CA Form 568 was e-filed and accepted.
  • The intended amount is now produced on line 10, "188 Credit for prior year alternative...," Part III, of CA Schedule P.

Arkansas Update 46

• S Corporation Package:
  • An update prevents reject "DRKPARSE" on element "OwnershipDetails".
• S Corporation and Partnership Packages:
  • The direct debit watermark is now produced as intended on the AR first quarter AR1100PET Payment Voucher.

General State Programming Update 31

• General update for Web1040 and Online efile.

Arkansas Update 47

• Individual Package:
  • Amounts entered on federal screen 99N with "1040 Line 8 Other Income" selected from the "For" drop list now flow as intended to line 8, "Other," of Form AR-OI.
  • The AR-OI, Line 8 Other Additions to Income attachment (AROTHER) is now produced when an amount is present on line 8, "Other," of Form AR-OI.

Arkansas Update 48

• Individual Package:
  • The nonemployee compensation entered on federal screen 99N with “C,” or “F” selected from the “For” drop list is no longer produced on line 8, “Other,” of Form AR-OI.

Iowa Update 60

• Individual, Corporation, S Corporation, Partnership and Fiduciary Packages:
  • Amounts will be printed with two decimal places on certain forms, per IA DoR request.

Montana Update 27

• Individual Package:
  • The amounts entered on line 8, "Other payments," column "Form 2 Col B" of ME screen SCH8 now flows as intended to line 8, "If filing an amended return, payments made with original return," column B, on section "Other Payments and Refundable Credits," page 11, of ME Form 2 when the filing status is 2a on MT Form 2.
  • The amounts produced on line 4, "Late filing penalty, late payment penalty and interest," column A and B, in section "Penalties and Interest," page 11, of ME Form 2 now flow as intended to line B1, "Interest & Penalty," on MTWK_A5.
  • The P & I Worksheet for Late file penalty, late payment, and interest - Line 4 (MTWK_PI) is no longer produced when data is present on ME screen SCH8.