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18372: 2024.01.12 - Drake23 Updates


Drake Tax Update Notes

2024.01.12 - Drake23 Updates

 

  • Arizona Update 1
  • Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Returns:
  • The following forms have been approved by the AZ DOR for printing:
    - Form 120
    - Form 120/PTE-W
    - Form 120A
    - Form 120S
    - Form 120X
    - Form 140
    - Form 140A
    - Form 140EZ
    - Form 140NR
    - Form 140NR-SBI
    - Form 140PY
    - Form 140PY-SBI
    - Form 140-SBI
    - Form 140X
    - Form 140X-SBI
    - Form 141 AZ
    - Form 165
    - Form 204-E
    - Form 220/PTE
    - Form 221
    - Form 221-SBI
    - Form 300
    - Form 308
    - Form 470
    - Form 99T
    - Schedule K-1 (Form 120S)
    - Schedule K-1 (Form 141 AZ)
    - Schedule K-1 (Form 165)
    - Schedule K-1(NR) (Form 120S)
    - Schedule K-1(NR) (Form 141 AZ)
    - Schedule K-1(NR) (Form 165)
    The following AZ Form 322 codes have been modified for 2023 per the Arizona DOR:
    - Added:
    - 070381103, Nadaburg Online Virtual Academy
    - 078100001, Premier Prep Online Academy
    - 078470001, Great Hearts Online - Arizona
    - 078582003, Astravo Online Academy
    - 078627001, Heartwood AZ
    - 078644001, Virtual Preparation Academy of Arizona
    - 078651101, Heritage Academy Pointe
    - 078726009, Pinnacle Online High School
    - 130201071, Genesis Academy
    - 140411110, Sun Valley Elementary School
    - Removed:
    - 010208105, Window Rock Elementary School
    - 040210105, Frontier Elementary School
    - 070241130, Canyon Valley Junior High School
    - 070483113, Palm Lane North
    - 070483119, Flor Del Sol
    - 078524206, Career Success Jr/Sr High School - Woods Campus
    - 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
    - 078773001, Westwind Preparatory Academy
    - 078902102, Carden Traditional School of Glendale
    - 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
    - 078973101, Imagine Sierra Vista
    - 078992002, Starshine St. John's
    - 100201522, Maxwell Middle School
    - 108667001, Caliber College Prep High School South
    - 108710001, Sierra Oaks School
    - 108724001, New West School
    - 108729101, Wildcat School
    - 108731101, A Child's View School
    - 108744202, PPEP Tec - 'Lito' Pena Learning Center
    - 108744212, PPEP Tec - John David Arnold Learning Center
    - 108744216, PPEP Tec - Robles Junction Learning Center
    - 110243103, Gold Canyon Elementary School
    - 110243152, Thunder Mountain Middle School
    - 110422103, Toltec Intermediate School
    - 130406105, Tavasci Elementary School
    - 138705002, Sequoia Family Learning
    - 158701001, Scholars Academy,
    The following codes have been modified for tax year 2023 per the Arizona DOR:
    - Form 352 - Added 11084, Fostering Heroes Foundation, for contributions made in 2023
    - Form 321
    - Added for contributions made in 2023:
    - 22565, Recovery Café Arizona
    - 22643, Re Centers of Arizona
    - 22664, Iskashitaa Refugee Network
    - 22687, The VTA Memorial Foundation
    - Added for contributions made in 2024:
    - 22450, MPOWRD
    - 22666, Art of Intelligent Minds
    - Modified for contributions made in 2024:
    - 20157, Mitchell Swaback Charities, Inc. dba Harvest Compassion Center
    - 22017, AccessMed Foundation
    - Removed 20973, Campbell's Crew Cares, for contributions made in 2024
  • District of Columbia Update 1
    Individual Package:
    - Per recent DC tax law changes, ITINs can now be used instead of
    SSNs for line 27, "DC Earned Income Tax Credit," of DC Form D-40
    to compute federal EIC and DC EIC for those who otherwise qualify
    except for having an ITIN.
    - An EITC Qualifications Questionnaire (DCWK_EIC) has been added
    to the program. This questionnaire is used in making the eligibility
    determination for those who otherwise qualify for the EIC except
    for having an ITIN.
  • Illinois Update 1
    Individual Package:
    - IL EIC is no longer calculated when the question "Could taxpayer
    be qualifying child of another person" is answered "Yes" on
    screen 8867 and no longer flows to the IL EITC Qualifications
    Questionnaire (ILWKEIC1).
    - Return Notes 72 and 74 are now generated when the tiebreaker rules
    apply and when the dependent is not a qualifying child for EIC purposes.
  • Indiana Update 1
    Individual, Corporation, S Corporation, and Partnership Packages:
    - The following IN forms have been approved for printing:
    - Form INPFC_V
    - Form INPFC_V2
    - Form IT-6WTH
    - Form IT-6ES
    - Form IT-6EX
    - Form IT-40 and all supporting schedules
    - Form IT-40PNR all supporting schedules
    - Form IT-40ES
    - Form IT-966
    Individual and Corporation Packages:
    - The following IN forms have been approved and are now available
    for e-file:
    - IT-20
    - IT-40
    - IT-40PNR
    - IT-40RNR
    - Watermarks and EF Messages have been added for the following forms
    that are under development, temporarily preventing e-file:
    - IN Schedule IT-20NOL
    - IN Schedule IT-40NOL
  • Kansas Update 1
    Individual and Fiduciary Packages:
    - The KS Individual and Fiduciary packages have been approved and
    activated for e-file
  • Kentucky Update 2
    Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    e-File specifications have been updated per recent KY guidelines.
  • Missouri Update 1
    Individual Package:
    - Line 44, "Missouri Working Family Tax Credit," on MO Form MO-1040 is
    limited by the amounts on the following lines of MO Form MO-1040:
    - Tax credits on lines 42 and 43
    - Total tax on line 36
    - e-File specifications have been updated per recent MO guidelines.
    Fiduciary Package:
    - e-File specifications have been updated per recent MO guidelines.
    Individual, Corporation, Partnership, and Fiduciary Packages:
    - The following Kansas City Forms have been approved for printing.
    - Kansas City MO Payment Voucher (MOKCVCHR)
    - RD-108
    - RD-109
    - RD-109NR
    - RD-111
    - RD-112
    - RD-PA
    Corporation, S Corporation, and Partnership Packages:
    - e-File specifications have been updated per recent MO guidelines.
  • North Dakota Update 1
    Individual Package:
    - Line 4, "Tax," of Schedule ND-1FA was adjusted to correct a
    rounding issue.
    - An update prevents DRKPARSE on element 'WksMarriagePenaltyCredit.'
    - An update prevents DRKPARSE on element 'CredRenaissanceZone.''
    - The 2D barcode has been approved.
    - The applicable "Yes" or "No" real property check box on
    Schedule ND-1SA is now marked only when there is an amount
    on line 4, "Renaissance zone income exception," or 5, "New
    or expanding business income exemption."
    New York Update 1
    S Corporation Package:
    NY Shareholder's Schedule K-1 (NY_K1S) now produces as expected with
    NY Form CT 34-SH, which has been updated for tax year 2023.
    Corporation and S Corporation Packages:
    The following now flows as intended to NY Form CT-600 for tax year 2023:
    - Amounts entered on lines 18d and 18e of NY Form CT-46 now flow as
    intended to NY Form CT-600.
    - The amount on line 13, "Net EZ-ITC," now flows as intended to
    NY Form CT-600.
    Corporation and S Corporation Packages:
    NY state Corporation and S Corporation returns are now approved and
    activated for e-file.
    Individual, Corporation, S Corporation and Partnership Packages:
    The following NY forms have been approved, and are now available for printing:
    - NY Form CT-46
    - NY Form CT-47
    - NY Form CT-222
    - NY Form CT-225
    - NY Form CT-603
    - NY Form CT-661
    - NY Form CT-661AT
    - NY Form CT-2658
    - NY Form NYC201-V
    - NY Form NYC-221
    - NY Form NYC1127
    Individual, Partnership, and Fiduciary Packages:
    NY Form NYC-221 has been updated to the latest version and is now available
    for printing.
    Estate Package:
    The basic exclusion amounts for tax year 2023 calculated on the NY Estate
    Worksheet (NYET706WK) are now produced as intended on line 3, "Applicable credit,"
    of NY Form ET-706.
  • Ohio Update 4
    Individual Package:
    - The expected amount is now calculated on line 38, "School district
    tax," of OH Form SD 100 when there is only one school district with
    earned income present in the return.
  • General Program Update 3
    - General program updates.
  • Pennsylvania Update 1
    Individual Package:
    - "Last, First" field has been added to PA screen RC.
    - e-File specifications have been updated per recent PA guidelines.
    - Section III of PA Schedule DC has been updated to the latest version.
    Individual and Fiduciary Packages:
    - Screen text and field helps have been updated on the following PA screens:
    - K1 (Individual package)
    - NRK1 (Fiduciary package)
    - RK1 (Fiduciary package)
    S Corporation and Partnership Packages:
    - Print alignment has been adjusted for pages 1 through 4 of
    PA Schedule D-1.
    - Lines 13 and 15 on PA screen D1 have been updated.
    Fiduciary Package:
    - EF Message 0076 is now now produced only when necessary.
    - EF Message 0407 is now produced when a number is entered in
    the "City" field on federal screens K1P, K1F, or K1S.
    - The phone number entered on federal screen 1 now flows as
    intended to page 1 of PA Form PA-41.
    - The "Type of beneficiary" drop list has been updated on
    PA screens RK1 and NRK1, preventing reject "DRKPARSE" on
    element "Beneficiary."
  • South Carolina Update 1
    Individual, Corporation, S Corporation, and Partnership Packages:
    - SC screen P100 has been added to the Data Entry Menu.
    Individual Package:
    - SC Form SC1040 has been approved and can now be printed.

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