18399: 2024.01.26 - Drake23 Updates

Arkansas Update 2

• Individual Package:
  • The intended amounts are now produced on the Transaction Summary when more than one bank account is entered on either screen "DD" or "PMT.
  • An update prevents reject "DRKPARSE" on element "AddToIncome".
• Individual, Corporation, S Corporation, and Partnership Packages:
  • The following forms have been approved and are now available for printing:
    • Arkansas Annual Corporation Franchise Tax Report (AR FR TAX RPT)
    • Arkansas Annual LLC Franchise Tax Report (AR LLC TAX RPT)
• S Corporation Package:
  • Amounts entered on line 12, "Other deductions (itemize)," of federal screen DED now flow to line 25, "Other deductions," on Form AR1100S.
• S Corporation and Partnership Packages:
  • The following forms are now produced when Form 1100PTE is present in the return:
    • Arkansas Annual Corporation Franchise Tax Report (AR FR TAX RPT)
    • Arkansas Annual LLC Franchise Tax Report (AR LLC TAX RPT)

Connecticut Update 1

• Fiduciary Package:
  • The CT Fiduciary package has been approved and is now available for e-file.

Kansas Update 4

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Watermarks have been removed from the following KS forms:
    • K-53
    • K-88
    • K-89
    • K-120
    • K-120S
    • K-220
• S Corporation and Partnership Packages:
  • EF Message 65 is now produced when "Partner or shareholder Type" is not selected on KS screen 4, preventing reject "DRKPARSE" on element "PartIIIShareholderPartnerData."

Massachusetts Update 5

• Individual Package:
  • The "Form 1-NR/PY, Line 34 Worksheet, Taxes Due Any Other State," has been updated to the latest version.
  • The "Form 1, Line 30 Worksheet for Taxes Due Any Other State," has been updated to the latest version.
  • An update prevents MA reject F1 -1605, "The Form 1 Filing Status must be Married Filing Separately when the NRA bubble is checked," from being generated.
• MA-3915:
  • Corporation Package:
    • An update prevents EF message 2102, "Is the corporation incorporated within MA?" from being generated.

Maryland Update 3

• Individual Package
  • MD505NR has been updated to prevent reject 06580-010.

North Dakota Update 3

• Individual Package:
  • ND screen FAQ has been updated.
  • EF Message 0088 is now produced when federal Form 1040-NR is present in the return and ND Schedule ND-1NR is required.
• Corporation Package:
  • ND screen FAQ has been updated.

New Jersey Update 3

• Individual Package:
  • Form NJ-2210 has been approved for e-file.
• Partnership Package:
  • NJ Forms NJ-1065 and PTE-100 have been approved for e-file and paper file.
• S Corporation Package:
  • Data flow has been updated for certain amounts flowing from the federal balance sheet to the NJ balance sheet.
• Corporation Package:
  • Data flow has been updated for certain amounts flowing from the federal balance sheet to the NJ balance sheet.
• NJ-2971:
  • Corporation and S Corporation Packages:
    • EF Message 2020 has been removed.
    • 2022 federal returns are now automatically attached to 2023 calendar-year NJ returns from View/Print mode > Attach PDF.
    • 2022 federal returns must now be manually attached to 2023 fiscal-year NJ returns using NJ screen PDF.
    • EF Messages 1150 and 1165 have been added to assist preparers with manually attaching these returns.

New York Update 2

• Individual Package:
  • Applicable box D2 options are now marked as expected on NY Forms IT-201 and IT-203.
  • "Yes" is now marked on line 2 of NY Form IT-215 when the taxpayer's federal filing status is Married Filing Separately and the taxpayer qualifies for the federal EIC. 
  • NY Form IT-216 has been updated to the latest version.
• Individual Package:
  • Self-employment net earnings on NY Form IT-6-SNY now flow as intended to NY Forms IT-201 and IT-203 when either of the following exceeds $50,000:
    • Line 1, "Net earnings subject to MCTMT in Zone 1"
    • Line 5, "Subtract line 4 from line 1",
  • NY "State tax-exempt interest (taxable for federal)" data entered on federal screen INT now flows to NY Form IT-225 as subtraction modification "S-123."
• S Corporation Package:
  • EF Message 0704 is now produced for NY Form CT-5.4 when there is zero franchise tax due, preventing reject "07230."
• Individual and Partnership Packages:
  • e-File has been activated for the following forms:
    • IT-204-LL
    • IT-307-PF

Ohio Update 9

• Individual Package:
  • A Columbus account number is no longer required to e-file OH Form IR25.

Oregon Update 4

• Individual Package:
  • An update prevents reject "OR-030" regarding Form OR-40.
  • An update prevents reject "DRKPARSE" on element "MetroPITAcctNumber" when an invalid "Account Number" is entered on OR screen ME40.
• Fiduciary Package:
  • An update prevents reject "DRKPARSE" on element "DowntownCredit" when line 27, "Downtown Business Incentive," of Form E-2023 is positive.
• Partnership Package:
  • Code 316, "Land donation to educational institutions," has been removed from OR screen SUB, preventing reject "OR-OR65."
• Corporation and S Corporation Packages:
  • EF Message 0145 is now produced when "CPAR election" is selected on OR screen OC and both an "FPA issue date" and "Audited partnership tax year end date" are entered, preventing reject "DRKPARSE" on element "AuditedPartTaxYrEndDate."

Pennsylvania Update 2

• Individual Package:
  • Form PA-40 has been approved for e-file.
• Corporation and S Corporation Packages:
  • PA Form REV-986 has been approved for printing.
  • The intended due date is now produced on the filing instructions for fiscal-year returns.
• Corporation, S Corporation, and Partnership Packages:
  • e-File specifications have been updated per recent PA guidelines.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Banners are no longer displayed on approved PA forms in View/Print mode.
  • The PA tax ID number has been removed from applicable PA forms per the PA DOR.
• Partnership Package:
  • The check box "Fiscal Year" on Form PA-65 is now marked as intended when "52-53-week tax year" is selected on federal screen 1.
  • EF Message 0425 is now produced when the Philadelphia Tax ID 10-digit number is missing from PA screen NPT.
• Corporation package:
  • EF Message 9421 is now produced for PA REV-853, temporarily preventing e-file.

South Carolina Update 2

• Partnership and Fiduciary Packages:
  • SC Forms 1065 and 1041 have been updated and can now be filed.

Tennessee Update 2

• Individual Package:
  • The "Sch F,M" tab of TN screen 170 now functions as intended when there is more than one TN screen 170 present for multiple franchises.

Washington Update 3

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

Washington Update 4

• Individual Package
  • The E-File has been updated per the WA DoR.

West Virginia Update 1

• Corporation Package:
  • The WV Corporation package has been approved and is now available for e-file.