18429: 2024.02.15 - Drake23 Updates

General State Programming Update 11

• Texas: Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax-Exempt Packages:
  • The filing instructions have been updated.
• All States: Individual Package:
  • EF Message 9670 will now be generated when a locality has been selected from the "Locality Name" drop list on screen 99N (1099-NEC), but no state has been selected from the "ST" drop list.
  • IA parse error for the element "Secondary" has been resolved for online-filer returns when the filing status is "Married Filing Separately" with a nonresident alien (NRA) spouse.

Iowa Update 13

• Individual Package:
  • Lines 1, "Interest," and 2, "Dividends," on IA screen 4 are now override fields.
  • EF Message 0015 is now produced when data is entered in the "date moved" field on IA screen 126, preventing reject "DRKPARSE" on element "Spouse."
  • The qualifying person is now produced as intended in Step 3 of Form IA 1040.
  • The amount on line 12, "Standard deduction or itemized deductions," now flows as intended to line b, "Federal 1040, line 12," of Qualifications for Exemption From Tax Worksheet (IA WK_INC).
• Individual, Corporation, and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "PartII" regarding Form IA124.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • e-File specifications for Form IA 8882 have been updated per recent IA DOR guidelines.
  • Amounts from IA 4136 now flow as intended to line 23 of Form IA 1040.
  • Form IA 128S has been updated to the latest version per the IA DOR.
  • EF Message 0109 is now produced when Form IA 128 is present in the return, but data is not present on federal screen 6765.
  • Form IA 8882 is now available for filing.
• S Corporation and Partnership Packages:
  • The following forms have been approved to printing:
    • Form IA 1065
    • Form IA 1120S
  • "Schedule C - Payments" has been added to Forms IA 1065 and IA IA 1120S.
  • IA screen 2 has been added to the program.
• Corporation Package:
  • EF Message 0117 has been removed from the program and Schedule H1 is now obsolete for 2023.

Illinois Update 9

• Individual Package:
  • An update prevents reject "ILNR-8400-1."
  • Gambling winnings from other states entered on federal screen W2G now flow as intended to line 15, Other income, column B, on IL Schedule CR.
  • IL Schedule EIC is now produced as intended when line 10d of Form IL-1040 is greater than zero, preventing reject "IL1040-3050-2."

Indiana Update 7

• S Corporation and Partnership Packages:
  • An update prevents reject "DRKPARSE" on elements "INShareholderPartnerDetail" and "PTETDetail" regarding IN Schedule PTET.
• Individual Package:
  • EF specifications have been updated.
• Corporation Package:
  • Form references have been updated on EF Message 0021.

North Carolina Update 6

• S Corporation Package:
  • EF Message 0070 is no longer produced when there is an amount on line 24, "Franchise Tax Due or Overpayment," and line 25, "Income Tax due or overpayment," of NC Form CD0401S and data is present on federal screen PMT for NC.
• Partnership Package:
  • "Partnership has Nonresident Owners" check box is now marked as expected in "Filing Information" section on NC Form 403.

New York Update 9

• Fiduciary Package:
  • The watermark has been removed from NY Form IT-205.
• Individual Package:
  • The following NY forms have been approved for e-file:
    • NYC-202
    • NYC-202S
    • NYC-5UBTI
    • NYC-EXT
• Corporation Package:
  • The forms and extensions in the NYC Corporation package have been approved for e-file.

Pennsylvania Update 7

• Individual package:
  • The banner is no longer displayed on PA Schedule UE.

Rhode Island Update

• S Corporation Package:
  • EF Message 48 will now be generated only when required.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • RI screen EST (BUS-EST) has been updated to use the ES codes from the federal package as expected.
  • Form RI-PTE has been updated to display dates in the "YYYYMMDD" format.
• S Corporation Package:
  • The line 9d, "Other Payments" override field on RI screen 1 (Business Corporation Return) has been updated.

South Carolina Update  6

• Individual Package:
  • Form SC2210 has been updated to the latest version.
• Corporation and S Corporation Packages:
  • The watermark has been removed from Form SC2220.
  • SC Form CL-1 has been updated to the latest version.

Texas Update 2

• Individual, Corporation, S Corporation, Partnership, Fiduciary, and Tax Exempt Packages:
  • The following TX forms have been approved for printing:
    • 05-102
    • 05-158-A
    • 05-158-B
    • 05-160
    • 05-164
    • 05-165
    • 05-166
    • 05-167
    • 05-169
    • 05-170
    • 05-175
    • 05-177
    • 05-178
  • A watermark has been added to TX Form 01-137, preventing printing.