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18393: 2024.01.24 - Drake23 Updates


Drake Tax Update Notes

2024.01.24 - Drake23 Updates

 

Alabama Update 1

  • Individual, Corporation, S Corporation, and Partnership packages:
    • The following forms have been approved for e-file:
      • AL Form PPT
      • AL Form CTP
      • AL Form 40
      • AL Form 40NR
  • Individual Package:
    • The watermark has been removed from AL Forms 40 and 40NR and they are now available for printing.
  • Fiduciary Package:
    • An amount is no longer produced on line 14, "Fiduciary Exemption," Part II, of AL Form NOL-F85 when "ESBT NOL" is marked.

California Update 3

  • Individual Package:
    • An update prevents reject "DRKPARSE" on element "PaymentInformtion" when data is missing on federal screen PMT and "CAE" is selected from the "State/city selection" drop list.
  • S Corporation and Partnership Packages:
    • EF Messages have been updated to prevent reject "PMT-120" when CA Form 3804 is present in the return.
    • EF Messages have been updated to prevent reject "CorpPartPayment-090" when filing CA Form 3893 with a payment amount.
  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The following CA forms and schedules have been approved and activated for printing:
      • Form 540 2EZ
      • Form 540NR
      • Schedule P(100)
      • Schedule X

District of Columbia Update 2

  • Individual Package:
    • An update prevents rejects "DCD40-0013" and "DCSCHS-0005."

Hawaii Update 1

  • Individual Package:
    • Forms N-11 and N-15 have been approved and can now be printed.
  • Corporation Package:
    • HI Form N-30 has been approved and is now available for e-file.
  • Corporation, S Corporation, and Partnership Packages:
    • A watermark and an EF Message have been added to HI Form N-35 until development is complete.
    • The following HI forms and schedules have been approved for printing:
      • Form N-35
      • Form N-220
      • Form N-362E
      • Schedule D Form N-20
      • Schedule D Form N-35
      • Worksheet for Hawaii Form N-220, line 2a (HI WK_220)

1040 Program Update 10

  • State and local taxes are now displayed on the Tax Return Comparison ("Comparison") only when other itemized deductions are present in the return.
  • An EF Message is now produced when the adjustment amount on line 13, "Excess contribution from a prior year," of screen 8889 is greater than the contribution entered on line 2, "HSA contributions made for 2023."

Maryland Update 2

  • Individual Package
    • MD 502CR has been updated to prevent parse error number R000-00000-050.

Maine Update 4

  • Individual Package:
    • The landlord name and phone number entered on line 5(f) of ME screen PTFC now flows as intended to line 5(f) of ME Schedule PTFC.
    • ME Form 1040ME has been approved and is now available for e-file.
    • An update prevents reject "DRKPARSE" on elements "SpecifiedAdditions" and "SpecifiedSubtractions" when Credit for Income Tax Paid to Other Jurisdiction Worksheet (MEWKJOUR) is present in a return.
  • Individual and Fiduciary Packages:
    • The following forms have been approved and are now available for printing, and the watermarks and banners have been removed:
      • Estimated Tax Worksheet (MEWKESTW)
      • Form 1041ME Schedule 1
      • Fiduciary Adjustment Line 1h and Line 2h Deductions Worksheet (MEWK_1AS)
      • Schedule 2 Form 1040ME
      • Schedule PTFC/STFC
  • Fiduciary Package:
    • The intended amount is now calculated on line 3, "Net Fiduciary Adjustment," of ME Schedule 1 for resident and nonresident estates and trusts.
  • S Corporation and Partnership Packages:
    • An update prevents reject "DRKPARSE" on element "Withheld" when there are no withholding amounts in column 10, "Main Income Tax Withheld during the Year," on ME Schedule 2P.

Michigan Update 5

  • Cities Individual Package
    • Form CF-1040PV is now produced for the city of Jackson when the return has a balance due.

Minnesota Update 5

  • Individual Package
    • The Schedule M1CWFC no longer produces when the taxpayer is a MN nonresident and MN Schedule M1CD is present in the return, preventing EF reject 0789.
    • Per updated guidance from the MN DoR, Line 11, "Check box if they are qualifying older child," on MN Schedule M1DQC is now marked when the dependent is exactly 18 years old.

Nebraska Update 1

  • Individual Package:
    • 60% of Social Security income included with federal AGI will now be excluded on line 28, "Social Security included in federal AGI," of NE Schedule 1.
    • NE Forms have been updated to the latest version per the NE DOR.
    • Threshold amounts have been updated for line 3, "Earned Income plus Federal NOL Carryforward," on the Nebraska Earned Income Worksheet for Taxpayers Claiming a Net Operating Loss Deduction (NOL) (NEEIC_WK).
  • S Corporation Package:
    • EF Message 0540 is now produced when the following occurs:
    • The amount on line 16, "Nebraska tax after nonrefundable credits," on NE Form 1120-SN is greater than $400.
    • The check box "The S corporation is electing or previously elected to be subject to income tax," is selected on NE screen 1.
  • Partnership Package:
    • EF Message 0540 is now produced when the following occurs:
    • The amount on line 16, "Nebraska tax after nonrefundable credits," on NE Form 1065N is greater than $400.
    • The check box "The partnership is electing or previously elected to be subject to income tax," is selected on NE screen 1.

Ohio Update 8

  • Individual Package:
    • The paid preparer's name will now be printed at the bottom of Form IR-25.

General Program Update 10

  • The intended data is now carried to the "Due Diligence" tab of screen 2 when splitting a Married Filing Jointly return into two Married Filing Separately returns. Prior to this update, certain data was missing.

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