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18433: 2024.02.17 - Drake23 Updates


Drake Tax Update Notes

2024.02.17 - Drake23 Updates

 

Iowa Update 15

  • Corporation Package:
    • Form IA1120 has been approved for e-file, and IA EF Message 0005 has been removed.
  • Fiduciary Package:
    • Form IA1041 has been approved for e-file.

New Mexico Update 6

  • Individual Package:
    • "Check this box if you would like to see...," is now marked on page 2 of NM Form PIT-1 when the corresponding check box is selected on NM screen 1.

New York Update 10

  • Individual Package:
    • An EF Message is now produced when an invalid code has been entered in the "TSJ" field on NY screens 360A, 3360B, or 360C.
    • EF Message 323 is no longer produced when NY Form IT-360.1 is present in the return unless:
    • NY Form IT-360 Column B is greater than:
      • $187,900 with a Married Filing Separate filing status
      • $313,200 with a Single filing status
      • $344,500 with a Head of Household filing status
      • $375,850 with a Married Filing Jointly or Qualified Widow filing status
    • Taxpayer is taking the itemized deduction for NYC purposes
  • Individual, Partnership, and Fiduciary Packages:
    • EF Messages 323 and 195 are no longer produced when NY Form IT-212 is present in the return.
  • Individual Package:
    • The amount on line 21, "Medical and dental expenses," column A, of NY Form IT-360.1 is now limited to the total medical expense deduction taken on line 4 of NY Form IT-196.
    • EF Message 323 is no longer produced when NY Form IT-255 is present in the return.
    • The amount produced on line 9b, "If you paid 2022 expenses in 2023..," of federal Form 2441 now flows as intended to line 11 of NY Form IT-216.

Pennsylvania Update 8

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • Print alignment has been adjusted for the PHTIN 10-digit ID number on the following Philadelphia forms:
      • PA PHBIRT
      • PA PHBNTL
      • PA PHBRC1
      • PA PHBREZ page 1 and PAPHBREZ.PG2
      • PA PHBRSC
      • PA PHBRTA
      • PA PHBRTB
      • PA PHBRTD
      • PA PHBRTE
      • PA PHL40
      • PA PHNP
      • PA PHSID
      • PA PHWKN
  • Individual Package:
    • Data entered on federal screen K1S now flows as intended to PA Schedule RK-1.
  • Fiduciary Package:
    • The "Estate or trust name" entered on federal screen 1 now flows as intended to pages 1 and 2 of Form PA-41.
  • S Corporation and Partnership Packages:
    • PA S Corporation and Partnership returns have been approved for e-file.

Utah Update 4

  • Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
    • The following UT forms have been approved for filing:
      • TC-20
      • TC-20S
      • TC-40

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