18459: 2024.03.05 - Drake23 Updates

Colorado Update 8

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • All available forms have been activated for printing.

Iowa Update 23

• Individual Package:
  • The field help for line 18 of IA screen 4 has been updated.
  • Line 13, " Iowa Source gross income," on Form IA 126 has been updated per recent IA guidelines.
  • The intended "low income exempt" amount is now produced on "Step 5" of Form IA 1040.
  • The amount on line 4 of Form IA 1040 now flows as intended to line 1, "Net income," on Qualifications for Exemption From Tax Worksheet (IA WK_INC).
  • "SP" and "TP" check boxes have been added to IA screen 4.
  • The intended amount is produced on line 15, "Health Insurance Deduction," Schedule 1, of Form IA 1040.
  • Qualifications for Exemption From Tax Worksheet (IA WK_INC) has been updated.
• Individual, S Corporation, and Fiduciary Packages:
  • The watermark has been removed from Form IA 134.
• Partnership Package:
  • The amount on line 22, "IA PTET Credits reported to partners," page 8, of Form IA 1065 now flows as intended to line 31, "Net Iowa PTET," page 4, on Form IA 1065.
  • An update prevents reject "DRKPARSE" on element "OverpaymentRefunded" when filing Form IA 1065.
  • An update prevents reject "DRKPARSE" on element "AllSourceAmt."
• S Corporation and Partnership Packages:
  • An update prevents reject "DRKPARSE" on element "IAK1CreditCodeType."
• S Corporation, Partnership, and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "DesigneeIdNum."

Minnesota Update 14

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "ChildInformation" when data is entered in the "Date of death" field on federal screen 2.
  • EF Message 9 is no longer produced for MN returns.

Missouri Update 9

• Individual, Corporation, and Fiduciary Packages:
  • The following forms have been approved for printing:
    • MO-1040ES
    • MO-1040V
    • MO-1041V
    • MO-1120ES
    • MO-1120V
• S Corporation Package:
  • An update resolves reject "DRKPARSE" on element "MORatio."

North Carolina Update 8

• Fiduciary Package:
  • The intended e-file information is now displayed on Client Results Letter after the return has been accepted by the state.
• Partnership Package:
  • "No" is now marked on line 3, "Is the nonresident partner or individual...," of NC Form D-403 NC-NPA when "Trust" is selected from the "Partner type" drop list on federal screen K1.
• S Corporation Package:
  • Estimated taxes entered on federal screen ES with "NP - NC - North Carolina Pass-Through Entity Tax" selected from the "Type" drop list now flows as intended to line 21b, "Estimated Tax and Other prepayments of tax," Schedule B, page 2, of NC Form CD-401S.

Nebraska Update 8

• S Corporation and Partnership Packages:
  • EF Message 0347 prevents Form 1040N from being e-filed when either the name or NE ID number is missing from line 23 of NE screen 1 for returns that include PTET credit received from an electing partnership.

New Mexico Update 10

• Partnership Package:
  • The intended balance due is now displayed on the filing instructions and the Client Results Letter.

Ohio Update 23

• Individual Package:
  • An update prevents reject "OH-SD100-071."
  • An update prevents reject "DRKPARSE" on element "Secondary."
  • The mailing address for the city of Norwood has been updated.

Oregon Update 11

• Individual Package:
  • An EF Message is now produced when data is entered in the "Adjustments to Income" section of OR screen 3 when federal Schedule 1 is not present in the return.
• Individual Package:
  • Line 37, "Oregon Kid's Credit," has been added to OR screen 1.

General Program Update 25

• Split Married Filing Separately returns can now be viewed in the Tax Planner as expected.
• The View/Print eSign > Sign online via Drake Portals feature now functions correctly.

Pennsylvania Update 13

• Individual Package:
  • Amounts entered on line 6, "Nonresident income," of PA screen SP > "Part B (Dependent Income) C (Eligibility Income)" link now flows as intended to line 6, "Non-PA income...," of PA Schedule SP.
  • PA screen LOC has been updated.
  • Applicable PA BIRT returns for both the taxpayer and the spouse are now displayed on the Client Results Letter.
  • An update prevents reject "DRKPARSE" on element "BeneficiaryYearEnd."
• S Corporation Package:
  • The PA BIRT balance due amount is now displayed on the following:
    • "Balance Due" column of the Calculation Results window
    • Client Results Letter
    • Filing instructions
    • Transaction Summary Letter
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • EF Message 0429 is now produced when the "City account number" on PA screen BIRT is less than 10 characters long, preventing reject "DRKPARSE" on element "BIRT PHTIN.
  • PA 2D barcode has been approved and activated, and the banner has been removed from the following forms:
  • 2023 Annual Reconciliation of Employee Earnings Tax Payment Coupon (PAPHL40V)
  • 2023 BIRT and MANDATORY Estimated 2024 BIRT Extension Payment Coupon (PAPHBREX)
  • 2023 BIRT and MANDATORY Estimated 2024 BIRT Payment Coupon (PAPHBRES)
  • 2023 Net Profits Tax Extension Payment Coupon (PAPHNPEX)
  • 2023 Net Profits Tax Payment Coupon (PAPHNPV)
  • 2024 Net Profits Tax 1st Estimated Payment Coupon (PAPHNPES)
  • 2024 Net Profits Tax 2nd Estimated Payment Coupon (PAPHNPES)

Rhode Island Update 8

• Corporation, S Corporation, and Partnership Package:
  • The BUS-EST payment vouchers have been updated to display the correct ending payment date as "12/31/2024."
• Individual Package:
  • Lines 1a and 1t of RI screen M have been updated.