18419: 2024.02.08 - Drake23 Updates

Arizona Update 6

• S Corporation Package:
  • Estimated payments entered on federal screen ES with "AZ PTE Pass-through entity tax" selected from the "Type" drop list now flows to line 10 of AZ 120S Schedule K-1 and line 23 of AZ 120S Schedule K-1(NR).
• Individual Package:
  • "MFS adjustments to the AZ income should be entered on the Addition or Subtractions screen" text has been added to the AZ Community Property Worksheet.
  • The following codes have been added for 2023 as per the Arizona DoR:
    • Form 321, Credit for Contributions to Qualifying Charitable Organizations:
    • 20042 Hacienda, Inc.
    • 20057 Doves, Inc.
    • 20436 Hands of a Friend
    • 22597 Alcoholism & Addiction Assistance Association
    • 22595 Alex Victory's Legacy, Inc.
    • 22575 Families Raising Hope
    • 22018 Helping Hands
    • 20684 Choices Pregnancy Centers of Greater Phoenix, Inc.
    • For 2024 List add the following:
    • 22642 A Place For Hannah
    • 22572 Back To Reality, Inc.
    • 22656 Casa del Sol Affordable Housing, Inc.
    • 22131 Christ Child Society of Tucson
    • 22685 Dandy Charitable Foundation
    • 22673 Ensign Partners Foundation Inc
    • 22575 Families Raising Hope
    • 22662 Gila Valley Samaritan Home, Inc.
    • 22629 Glory Days Senior Care
    • 22657 Grace Sober Living
    • 22635 Healing and Hope
    • 22701 Heber-Overgaard Community Food Bank
    • 22018 Helping Hands for Freedom
    • 22608 Homes From Heaven
    • 22587 Hope House of Sedona
    • 22638 Hope Makers Outreach
    • 22651 Hope Mental Health Foundation
    • 22664 Iskashitaa Refugee Network
    • 22426 Kristis Klimbers Foundation
    • 22682 Lily’s Pad
    • 22563 Mother's Grace
    • 22636 Payson Homeless & Homeless Veterans Initiative
    • 22643 Re Centers of Arizona
    • 22492 Reach for it of Tucson, Inc
    • 22565 Recovery Café Arizona
    • 22655 Roots and Roads Community Hospice Foundation
    • 22626 Silver Spur Therapeutic Riding Center
    • 22665 Southern Arizona Dream Center
    • 22646 The Clear Water Project Inc.
    • 22681 The Potter’s House Substance Abuse Center
    • 22648 The Terrence Pickrel Heart Fund
    • 22654 The Undie Chest, Inc
    • 22687 The VTA Memorial Foundation
    • 22660 Triple R Recovery Charities
    • 22645 Tyler’s House
    • 22637 Un Desafio Inc.
    • 22644 VerdeCares Inc.
    • 22615 Village 360

Federal Program Update 13

• General program update.

California Update 5

• Individual Package:
  • An update prevents rejects "SCHCANR-049" and "SCHCANR-350" when filing a CA part-year or nonresident return with an amount on line 8s, "Nontaxable amount of Medicaid waiver payments," of federal Schedule 1 (Form 1040).
  • An update prevents reject "F540-385" when the check box "Use worksheet for accrued market adjustment" is selected on federal screen D.
• Partnership Package:
  • An update prevents reject "F568-380" when an amount is present on lines 13a, "Cash contributions," and 13b, "Noncash contributions," of federal Form 1065, Schedule K.
  • Overpayments applied to next year entered on CA screen 568 or federal screen ES now flow as intended to line 18, "Amount of line 17 to be credited to 2024 tax or fee," of CA Form 568.
• S Corporation Package:
  • CA PTE elective tax payments entered on either of the following screens are now included in the calculation of line 1, "Ordinary business income (loss)," column c, on Schedule K, page 6, of CA Form 100S:
    • Federal screen ES
    • Federal screen DED > Line 12 "Detail" link,
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The following forms and schedules have been approved and activated for printing:
    • Form 565
    • Form 568
    • Form 3835
    • Schedule K-1 (565),

Connecticut Update 3

• Corporation Package:
  • CT screen K2 has been updated to reflect the latest version of Form CT-1120K.
• S Corporation, Partnership, and Fiduciary Packages:
  • The "Insurance reinvestment fund credit" has been "Reserved for future use" on CT screens 3 (S Corporation and Partnership packages) and K1 (Fiduciary package).
• S Corporation and Partnership Packages:
  • Form CT-1065/CT-1120SI has been updated to the latest version, and CT screen 2 has been modified as follows:
    • Added line 11a, "Ordinary business expenses not claimed for federal income tax purposes"
    • Reserved "Insurance reinvestment fund credit"
• S Corporation and Partnership Packages:
  • Schedule CT K-1 has been updated to the latest version, and CT screen 3 has been modified as follows:
    • Added line 11a, "Ordinary business expenses not claimed for federal income tax purposes"
    • Reserved "Insurance reinvestment fund credit"
• S Corporation and Partnership Packages:
  • Line 11a, column B, on Part 1, Schedule C, of Form CT-1065/CT-1120SI is now included when calculating line 12a, column B.

1041 Program Update 12

• The Schedule K-1 Export feature is now available.
• Form 3800-with the exception of transfer elections, elective payment elections, and items related to Form 3468-is now available for filing.
• Form 8582-CR has been approved and is now available for filing.

1040 Program Update 17

• The Schedule K-1 Export feature is now available.
• Form 7207 is now available.
• Form 3800-with the exception of transfer elections, elective payment elections, and items related to Form 3468-is now available for filing.
• Form 8582-CR has been approved and is now available for filing.
• Form 2210-F has been approved and is now available for e-filing.

Iowa Update 10

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "TuitionTextBookCredit." has been fixed.
  • EF Message 0040 is now produced when a negative amount is present on line 9, "Tuition and textbook credit," of Form IA 1040.
  • An update prevents reject "DRKPARSE" on element "ILResidentWhErrorInd" when filing IA 1040.
  • An Iowa Tax Payment Voucher is now produced when an amount is present on line 37, "Total amount due" of Form IA 1040.
• Individual and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "OutOfStateTaxCredit."
• S Corporation and Partnership Packages:
  • Page 9 has been added to Forms IA 1120S and IA 1065.
  • EF Message 9427 is now produced when intended.
• Fiduciary Package:
  • An update prevents reject "DRKPARSES" on element "refund" when filing Form IA 1041.

Illinois Update 7

• Individual Package:
  • The following amounts are now produced on line 15, "Other income," column B, of IL Schedule CR:
  • Net operating loss carryforwards
  • Other states' gambling income entered on federal screen W2G
  • Recoveries of items deducted in prior years

Massachusetts Update  8

• Individual Package:
  • The intended amount is now calculated on line 14, "Rental Deduction," of MA Form 1 for Married Filing Separately returns.
• Fiduciary Package:
  • The "Type of entity" is now marked as expected on MA Schedule 2K-1 when the entity is selected on MA screen 2K1.
• S Corporation Package:
  • The amount on line 5, "Credit allowable as authorized by the EACC," of MA Schedule EDIP now flows as intended to the "Credit Section" on page 4 of MA Schedule SK-1.

Michigan Update 9

• Individual Package
  • Alternate Heating Credit income limits have been updated for line 42 on Form MI-1040CR-7.
  • The expected amount is now produced on line 19, "Total Retirement and Pension Benefits Subtraction," of MI Form 4884 when the return contains an eligible rollover into another plan.
• City of Detroit:
  • EF messages have been added to prevent reject "DRKPARSE" on element "OtherCityIncomeTax."

Missouri Update 5

• Individual Package:
  • Print alignment has been adjusted on Worksheet for Missouri Source Business Deduction (MOBID_WK).