18401: 2024.01.31 - Drake23 Updates

Arizona Update 5

• Individual Package:
  • The intended "Filing method" is now displayed on the AZ filing instructions when "Suppress federal/state EF and all bank products" is selected on federal screen EF.
  • The following charity codes have been added to AZ Form 321:
    • 22670 Hope in Motion
    • 22690 Parenting Special Kids Network INC
    • 22699 Rise & Dream Foundation
• Partnership Package:
  • No amount will be produced in column "(g) Distributive Share of income" on Schedule D, page 4, of AZ Form 165 when "0" (zero) is produced on line 5, "Partnership income adjusted to Arizona basis," page 1, of AZ Form 165.

General State Update 5

• General program update.

Federal Program Update 10

• General program update.

706 Program Update 3

• General program update.

1041 Program Update 9

• "SC" has been added to the "State/city selection" drop list on screen DD.
• Form 8936 has been approved for filing and the watermark has been removed.

1040 Program Update 13

• EF Message 4021, requiring that returns with two Forms 5695 be paper filed, has been removed.
• Form 1040-X has been approved for filing and the watermark has been removed.
• Form 5471 has been approved for filing and the watermark has been removed.
• The current-year IRA limit is now used in the iterative calculation for determining the amount of self-employed health insurance allowed for taxpayers filing Form 8962.
• Amounts entered on screen W2 now flow as intended to Form W-4.
• Form 8936 has been approved for filing and the watermark has been removed.

Iowa Update 5

• Individual Package:
  • IA screen LN14 has been added to the program. Data entered on this screen now flows to Federal Income Tax Refund Received in 2023 Worksheet (IA FR_WKS).
  • Federal Income Tax Refund Received in 2023 Worksheet (IA FR_WKS) is now produced when amounts are entered on IA screen LN14.

Illinois Update 4

• Individual Package:
  • The apartment number entered in the "Apt.#" field on federal screen 1 now flows as intended to box "Apartment number" Form IL-1040.
  • EF message 0117 has been added to prevent reject ILEIC-1870-1 ILSChEIC.Pg3 no longer generates when no EIC is calculated in return and Note 64 has been added when a taxpayer does not qualify for EIC and Page 3 will not generate.
  • ILSChEIC.Pg3 no longer generates when Schedule EIC Step 4, Line 5 box is not checked to prevent reject ILEIC-1910-1.
  • 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, and Partnership Packages:
  • The IL Business Rules have been updated.

Kansas Update 5

• Individual Package:
  • An update resolves reject "DRKPARSE" on element "SpouseData."
  • An update resolves reject "DRKPARSE" on element "SchK91."

Massachusetts Update 6

• Individual Package:
  • MA EF Message 382 text has been updated.
• Partnership Package:
  • An update prevents reject "DRKPARSE" on element "BusinessRepresentative."
• S Corporation Package:
  • EF Message 2502 is no longer produced when MA Form 355S is present in the return.

Maine Update 6

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "FileStatus" for ME residents with a filing status of "5 - Qualifying Surviving Spouse" selected on federal screen 1.

Missouri Update 3

• Individual Package:
  • An update resolves reject "DRKPARSE" on element "Secondary" when Spouse's name is not present on Form MO-1040A for Married Filing Separate returns.

Mississippi Update 3

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • EF Message 0100 is now produced for certain forms, temporarily preventing e-file.
  • Individual and Fiduciary packages have been approved for filing, and the watermarks have been removed.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Corporation, S Corporation, Partnership, and Fiduciary packages have been approved for e-filing.
  • EF Message 0120 is now produced for certain forms, temporarily preventing e-file.

1065 Program Update 9

• Form 5471 has been approved for filing and the watermark has been removed.
• Form 8936 has been approved for filing and the watermark has been removed.

North Dakota Update 4

• S Corporation Package:
  • An update prevents reject "DRKPARSE" on element "DeductedNOLLoss."
• Partnership Package:
  • A watermark regarding direct debit payment dates is now produced on ND Form 58-EPV.

New Mexico Update 3

• Individual Package
  • The residency status for the spouse will now default to the residency of the primary taxpayer when no entries are made on NM screen 1. This will prevent New Mexico Reject NMPIT460.

Ohio Update 11

• Individual Package:
  • The software no longer closes unexpectedly when calculating certain OH returns.
  • Credits for taxes paid to other cities are no longer produced on Rittman returns.
  • An update prevents OH reject "OH-SD-100-036."
  • An update prevents reject "DRKPARSE" on element "PartBC."
  • Rounding has been adjusted for line 11, Part C, of OH Form IR-25.
  • A data entry field for percentage of days worked from home has been added to OH screen IRBC for Columbus returns.
  • Overrides on OH screen SDRS now function as intended.
• S Corporation and Partnership Packages:
  • Ohio Form IT has been approved for printing.

Oklahoma Update 3

• Individual Package:
  • An update resolves reject "R0000-013."
  • The total number of exemptions is no longer duplicated in the header of OK Form 511-EF.

Oregon Update 5

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The 2D barcode for Portland forms has been approved and activated.
• Partnership Package:
  • The intended green check mark or red "X" is now displayed in the "EF Status" column of the Calculation Results window for the applicable OR forms.
  • An update prevents reject "DRKPARSE" on element "OR-ORP."

1120 Program Update 10

• Form 5471 has been approved for filing and the watermark has been removed.
• Form 8936 has been approved for filing and the watermark has been removed.

Rhode Island Update 3

• Partnership Package:
  • An update prevents reject "DRKPARSE" on element "RI" regarding missing taxpayer information on RI Schedule K-1.
• Individual, Corporation, S-Corporation, Partnership, Fiduciary Package
  • RI approved forms have been updated and activated for printing.

1120S Program Update 11

• An update resolves reject "DRKPARSE" on element "CorpTotEndTaxYearSharesCnt."
• Form 5471 has been approved for filing and the watermark has been removed.
• Form 8936 has been approved for filing and the watermark has been removed.

990 Program Update 9

• Form 4720 has been approved for filing.
• Form 5471 has been approved for filing and the watermark has been removed.
• Form 8936 has been approved for filing and the watermark has been removed.