18421: 2024.02.09 - Drake23 Updates

Federal Program Update 14

• An update prevents reject "F8283-033-01."
• An update resolves reject "DRKPARSE" on element "IRS3800."

California Update 6

• Individual Package:
  • CA Form 540-ES has been approved and activated for printing.
• S Corporation and Partnership Packages:
  • e-File business rules have been updated per recent CA guidelines.

Connecticut Update 4

• Partnership and S Corporation Packages
  • Form CT-1065/CT-1120SI, Connecticut Pass-Through Entity Tax Return, E-filing has been enabled.
  • Form CT-1065/ct-1120SI, Connecticut Pass-Through Entity Tax Return, will no longer get a false error message preventing e-file.

Georgia Update 6

• S Corporation and Partnership Packages:
  • GA Forms 600S and 700 have been approved and are available for e-file.

1040 Program Update 18

• Page 2 of Form W-4 is no longer printed when blank.
• An update prevents reject "DRKPARSE" on element "RateRedRequirementsMeteInd" regarding Form 5329.

Iowa Update 11

• Individual Package:
  • EF Message 0020 text has been updated.
  • An update prevents reject "DRKPARSE" on element "TotalAmountDue" when there is a balance due of "0" (zero).
  • An update prevents reject "DRKPARSE" on element "LastName" when a special character is entered in the "Last name" field on federal screen 2.
  • The intended amount is now produced on line 7," IRS/Pension/Railroad Retirement Income," page 4, of Form IA 1040 when the spouse of the taxpayer is over the age of 55 years old.
  • The third party designee selected on Setup > Options > "Optional Items on Return" tab now flows as intended to page 5 of Form IA 1040, and EF Message 0104 is no longer produced.

Illinois Update 8

• Individual Package
  • EF message 0035 has been added to prevent reject ILNR-1400-01
  • An update prevents reject ILEIC-1830-4 - IL EITC will now generate for qualifying taxpayers over 65 per the IL DoR.

Kentucky Update 5

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Filing instructions for Louisville OL-3 returns have been updated.
• S Corporation and Partnership Packages:
  • Line 9, "IRC § 179 expense deduction," of KY Schedule K-1 (Form PTE) is now factored into the calculation of line 2, "Net distributive share income before apportionment," of KY Form 740-PTET.
• Individual Package:
  • The intended payment method is now displayed on the EF Selection Report.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "AccountID."

Massachusetts Update 9

• Individual Package:
  • An update prevents MA reject "F1-1515."
  • Massachusetts AGI Worksheet (MA WK_AGI) and Schedule NTS-L-NR (WK_NTS) have been updated.

Maine Update 9

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "Secondary" when the spouse is a nonresident alien.
  • An update prevents reject "DRKPARSE" on element "efile:EmailAddress."
  • An update prevents reject "DRKPARSE" on element "TotIncome" when ME Schedule PTFC is e-filed without the federal return.

Michigan Common Cities Update 10

• A 1040PV payment voucher for balance due returns not paying by direct debit will now be generated for the city of Lapeer.

Missouri Update 6

• Individual, Corporation, S Corporations, Partnership, and Fiduciary Packages:
  • The following MO forms have been approved for printing:
    • 5802
    • 8826
    • MO-1065
    • MO-3NR
    • MO-ATC
    • MO-CFC
    • MO-NRF
    • MO-PTEAP
    • MO-PTEV
    • MO-SCC
• Individual and Fiduciary Packages:
  • The following forms have been approved for printing:
    • MO-1040
    • MO-1040A
    • MO-1041V
    • MO-PTC
• Individual Package:
  • 2D barcodes have been updated and approved for the following forms:
    • MO-1040
    • MO-1040A
    • MO-PTC

Montana Update 4

• Fiduciary Package:
  • MT Form FID-3 has been approved and activated for e-file.

1065 Program Update 13

• "HI - Hawaii" has been added to the "State/city selection" drop list on screen PMT.
• "NP - NC - North Carolina Pass-through Entity Tax" has been added to the state "Type" drop list on screen ES.

New York Update 7

• S Corporation Package:
  • The following forms have been approved for e-file:
    • NYC-3L
    • NYC-4S
    • NYC-4SEZ
    • NYC-EXT
• Fiduciary Package:
  • The following forms have been approved for e-file:
    • IT-205
    • IT-370-PF
    • IT-2106
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • A PDF attachment is now required when claiming the NYC Biotechnology Credit on any of the following forms:
    • NYC-2
    • NYC-3L
    • NYC-202
    • NYC-202EIN
    • NYC-204

Ohio Update 16

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "Secondary" when filing OH RITA Form 37.
  • EF Message 0032 is now produced when either the "ST" code or "Locality" code is missing on federal screen W2, preventing reject "OH-PIT-034."
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The tax rate for the city of Sommerset has been updated.
  • The tax rate for the city of Mantua has been updated.

Oregon Update 7

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "NumberOfMonths" when "0" (zero) is selected from the "Months in home" drop list on federal screen 2.
  • The amount on line 29, "Income after subtractions...," Part IV, page 2, of OR Form MC-40-NP now flows as intended to line 1, "Multnomah County taxable income," on OR Form MC-40-NP.
  • The Oregon 529 limits have been updated to $340 for Married Filing Jointly returns and $170 for all other filing types.
  • An update prevents an OR reject when the total amount of credits and refunds were greater than the overpayment amount.
  • "Initial Return" check box has been added to OR screen MC40.
  • The amount entered on line 320, "Mortgage interest credit," on OR screen SUB2 now flows as intended to Or Form ASC.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • OR forms have been updated to the latest version.

1120 Program Update 14

• Form 2220 is now available for filing, and the watermark has been removed.

1120S Program Update 15

• "NP - NC - North Carolina Pass-through Entity Tax" has been added to the state "Type" drop list on screen ES.
• Form 2220 is now available for filing, and the watermark has been removed.

990 Program Update 13

• General program update.

Virginia Update 5

• Individual Package
  • EF messages have been added to prevent reject "DRKPARSE" on element "AmendedReasonCode."

Wisconsin Update 4

• Individual Package:
  • WI Return Note 84 text has been updated.
  • An update prevents reject "DRKPARSE" on element "SchAR" when data is not present in the "Explanation of changes" on WI screen X.
  • Amounts are no longer produced on line "Deductions" in the 2023 column for Three-year State Tax Return Comparison (WI-COMP).
• Partnership Package:
  • The amount entered on line 1-b, "Portion of the amount on line 10a attributable," of WI screen K1 now flows as intended to line 10b of WI Schedule 3K-1.
• Fiduciary Package:
  • The intended amount is now produced on line 37, "Fill your tax on the amount on line 36," of WI Schedule U when there is not an amount on line 36.
• Individual, Corporation, and Fiduciary Packages:
  • The intended amount is now calculated on line 10 of WI Schedule FC-A.