18458: 2024.03.02 - Drake23 Updates

Alabama Update 8

• Individual Package:
  • AL Worksheet 2 - Applying the Deduction Limits (ALCCLMWK) and Allocation Worksheet for Part-Year Alabama Residents (ALPY_WK) are now available for printing, and the banners have been removed.

Colorado Update 7

• S Corporation and Partnership Packages:
  • The intended green check mark is now displayed in the "EF Status" column of the Calculation Results window for applicable CO DR 0106 returns.
  • The amounts entered on federal screen ES with "CO" selected from the "ST/City" drop list now flows as intended to line 22, "Estimated tax, extension payments...," on CO Form 106. The amount on line 22, "Estimated tax, extension payments...," on CO Form 106 now flows as intended to line 2, "Total Colorado tax reported if filing DR 0106...," of CO Form DR 1706.
• Individual Package:
  • An update prevents reject "DRKPARSE" on element "FORMCO104TN" when filing CO Form DR 0104TN.
• S Corporation Package:
  • The CO S Corporation package has been approved and activated for e-file.
• Fiduciary Package:
  • The CO Fiduciary package has been approved and activated for e-file.
• Partnership Package:
  • The CO Partnership package has been approved and activated for e-file.

Delaware Update 5

• S Corporation Package:
• EF Message 0147 is no longer produced when "Do NOT send federal" is selected on federal screen EF.
• Individual, S Corporation, Partnership, and Fiduciary Packages:
• The following forms have been updated and can now be printed:
• 2210 Penalty Worksheet (DE2210WK)
• Application for Refund of Wilmington City Wage Tax (WMWCWT5)
• Attachment to FID-TAX, Schedule B (FID-TAX)
• Attachment to FID-TAX, Schedule C (FID-TAX)
• City of Wilmington Net Profits Tax Return (WMWCWT6)
• DE Married Filing Separate Worksheet (DE_MFS)
• Detail schedule for Form PRT-PSI, Line 16 - Other (DEK1_WK)
• S Corporation Reconciliation of Ordinary Income to Total Net Income (DES_SCHA)
• Schedule A - Modifications of Electing Small Business Trusts (DE_BT_WK)
• Taxable State/ Local Refund (WMWK_REF) - Wage Overflow Worksheet (DER_ATT)

Georgia Update 10

• Individual Package:
  • An update resolves reject "DRKPARSE" on element "Submission" when filing GA Form 500X.

Iowa Update 22

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "SubtFedTaxInc."
  • EF Message 0104 is now produced when data is missing on IA screen 5, preventing reject "DRKPARSE" on element "ThirdPartyDesignee."
• Partnership Package:
  • An update prevents reject "DRKPARSE" on element "GrossReceiptsSaleProp" regarding Schedule E of Form IA 1065.
  • "Iowa PTET credits reported to partner" field has been added to IA screen K1.
• S Corporation and Partnership Packages:
  • "Partnership/S Corporation has made PTET election" check box now on IA screen 2 functions as intended.
  • Sections on IA screen 2 have been updated.
• Individual, Corporation, S Corporation, Partnership and Fiduciary Packages:
  • The intended refund amount is now produced on line 11b, "refund requested," of Form IA 102.

Louisiana Update 7

• Corporation and S Corporation Packages:
  • EF Message 188 is now produced when "Yes" is selected from the "Generate an extension" drop list on LA screen EXT, temporarily preventing e-file until approval is reached.

Maine Update 12

• S Corporation and Partnership Packages:
  • ME Form 1040C-ME, Schedule 1040C-ME-1 has been added to Setup > Pricing - ME screens 40C and CME have been updated.
  • The following ME forms have been updated:
    • Form 1040C-ME
    • Form 1040C-ME
    • Schedule 1040C-ME-1

Michigan Update 16

• Individual Package:
  • The following MI cities worksheets are now available for printing:
    • Non-resident Wage Allocation (CFWK_COV)
    • Quarterly Estimated Individual Income Tax Return (CFWK_ES)

Montana Update 10

• S Corporation and Partnership Packages:
  • MT Schedule I is no longer produced when either "S Corporation/Partnership has 100% Montana activity...," or "S Corporation/Partnership has 0% Montana activity...," is selected on MT screen 1, preventing reject "FormPTE-E12."

New York Update 15

• Individual and Fiduciary Packages:
  • The NY Refundable ITC Worksheet (Eligible Farmers Only) (NYITCWK) is now produced when an amount is on any of the following lines of NY Form IT-212:
    • 3a, "Share of investment credit from the estate or trust...,"
    • 6a, "Partner's share of credit shown on Form IT-204-IP...,"
    • 7a, "Shareholder's share of investment credit from the S corporation...,"
• Individual Package:
  • An EF Message is no longer produced when the NY Change of City Resident Status Worksheet (NY360_WK) is present in the return and the NY AGI is greater than the following:
    • $187,900 (Married Filing Separate filing status)
    • $313,200 (Single filing status)
    • $344,500 (Head of Household filing status)
    • $375,800 (Married Filing Jointly or Qualifying Widow filing status)
  • EF Message 323 is no longer produced when the following occur:
  • An amount is produced on line 44 of NY Form IT-196 - Itemized Deduction Worksheet
  • Addition Adjustments (NYITMADD) is present in the return
  • The intended qualifying children are now produced on line 3 of NY Form IT-216 when "Include dependent on Form 2441 without qualified expenses" is selected on federal screen 2.
  • The intended qualifying children are now produced on line 3 of NY Form IT-216 when "NY216" is entered in the "State codes" field on federal screen 2.

Texas Update 4

• Individual, Corporation, S Corporation, Fiduciary, Partnership and Tax-Exempt Packages:
  • TX Form 05-158-A/B is now produced when "AB - 05-158A/B - Long form Tax Report" is selected from the "Force Form Type" on TX screen 1.
  • TX Form 05-169 is now produced when "EZ - 05-169 - E-Z Computation Report" is selected from the "Force Form Type" on TX screen 1.
  • The intended "Payment" information is now displayed on the filing instructions.

Virginia Update 11

• Individual Package:
  • Worksheet 2 - Applying the Deduction Limits (VAWKCCLM) for charitable contribution limitations has been updated for the current year.