18461: 2024.03.07 - Drake23 Updates

Connecticut Update 8

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

Iowa Update 24

• Individual Package:
  • The date entered on line "Requested payment date" of federal screen PMT is now produced on the watermark of IA Tax Payment Voucher.
  • The intended amount is now calculated on "Part III" of IA Schedule CC and flows to line 27, "Composite and PTET credit," page 3, on Form IA 1040.
  • The email address entered on Setup > Preparer Setup now flows to page 5 of Form IA 1040 when the preparer is selected on the "Third party designee" section on Setup > Options > Optional Items on Return.
• Partnership Package:
  • IA Form 96-048 is now produced when intended.
  • An update resolves rounding issues regarding line "Total Income," column b, page 2, of IA 1065 Schedule K-1.
  • An update prevents reject "DRKPARSE" on element "RefundRequested" when filing Form IA 102.
  • EF Message 203 has been updated.

Indiana Update 11

• Individual and Corporation Packages:
  • Watermarks have been removed and the following forms are approved to print:
    • IT-20NOL
    • IT-40NOL

Kansas Update 8

• Individual Package:
  • EF Message 224 is now generated when the "Name of Qualified Employer" is left blank, preventing reject "DRKPARSE" on element "PartA."
• Fiduciary Package:
  • Page 3 of Form K-41 will now be printed only when an amount of KS source income is entered on KS screen 3 for a nonresident fiduciary.
• S Corporation and Partnership Packages:
  • Estimated payment vouchers will now be printed, as expected.
  • The combined amounts of lines 1-3 on the federal "Taxes and Licenses" worksheet now flow automatically to line 5 of KS Form K-120S.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Amounts entered on KS credit screen 35 will now be printed, as expected.

Louisiana Update 8

• Fiduciary Package:
  • LA Form R-541V-SD has been approved for printing.

Massachusetts Update 16

• Individual Package:
  • An update prevents reject "F1-1600" when filing MA Form 1.

Maryland Update 11

• Individual Package:
  • Data entered on "Part C - Quality Teacher Incentive Credit" of MD screen CR now flows as intended to "Part C - Quality Teacher Incentive Credit" on MD Form 502CR.
• S Corporation and Partnership Packages:
  • EF Message 0181 is now produced when either "Box A: PTE has made the irrevocable election...," or "Box B: Paying tax only on behalf of nonresident members" must be selected on MD screen EXT.
• Individual, Corporation, and Partnership Packages:
  • The following forms have been approved for filing, and the banner has been removed:
    • MD Form 502X
    • MD Form 510
    • MD Form 510/511D
    • MD Form 510/511E
    • MD Form 510C
    • MD Form 510 Schedule B
    • MD Form 511
    • MD Form 511 Schedule B
    • MD Schedule K-1 (510/511)
• S Corporation and Partnership Package:
  • MD Form 511 is now displayed on federal screen ESUM when the return has been accepted.
• Individual Package:
  • "65 and over" box is now marked on the "Exemptions" section of MD Form 502 when the age of the spouse on federal screen 1 is over the age of 65 years old.

Maryland Update 12

• Corporation Package:
  • MD Form 500 has been approved for printing.

Mississippi Update 6

• Corporation Package:
  • The following forms have been approved for paper filing:
    • MS Form 80-161
    • MS Form 80-401
    • MS Form 84-161

New Jersey Update 9

• S Corporation Package:
  • Form 100S, Schedule K, Part III, line 7 has been adjusted to match the latest NJ DoR updates.
• Corporation and S Corporation Packages:
  • An "Affiliated company or controlled group with payroll of $5 million or more" can now be selected with a check box on NJ screen J.
  • The PDF attachment option now functions as intended.

New Mexico Update 11

• Individual Package:
  • EF Message 1164 is now produced when line 12, "Modified Gross Income," of NM Schedule PIT-RC is less than line 9, "Federal adjusted gross income," of NM Form PIT-1, preventing reject "0866."
  • Federal disallowed wash sale gains are now included on line 9, "Capital gains undiminished by capital losses," of NM Schedule PIT-RC.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • NM Form RPD-41359 has been updated to the latest version.

Ohio Update 24

• Individual Package:
  • An update prevents reject "OH-SD100-035."
  • An update prevents reject "OH-SD100-071."
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Credit limits and rates have been adjusted for the city of Hartville.

Oklahoma Update 9

• S Corporation Package:
  • Data entered on OK screen 561 now flows as intended to OK Form 561-PTE.
  • An update resolves reject "DRKPARSE" on element "SchABody."
  • An update resolves reject "R0000-003."
• Corporation, S Corporation, and Partnership Packages:
  • The "Due Date" entered on OK screen 2001 is now produced on box D, "Due Date," of OK Form FRX 200.

Pennsylvania Update 14

• Individual Package:
  • The 2D barcodes have been enabled and the banners have removed from the following PA forms:
    • 2023 School Income Tax Extension Payment Coupon (PAPHSTX)
    • 2023 School Income Tax Payment Coupon (PAPHSTV)

Tennessee Update 4

• Individual, Corporation, S Corporation, and Partnership Packages:
  • TN Form FAE 170 has been updated to the latest version.

Vermont Update 9

• Individual Package:
  • The "Health Care Coverage" section on VT screen 1 has been updated.
  • EF Message 18 is now produced when direct deposit information has been entered on federal screen DD and VT Form HS-122 is filed as standalone form, preventing reject "DRKPARSE" on element " Submission."
• Fiduciary Package:
  • An update resolves reject "DRKPARSE" on element "SchPT3."
• S Corporation and Partnership Packages:
  • The following forms have been updated:
    • VT Schedule BI-477
    • VT Schedule K-1VT
• Corporation, S Corporation, and Partnership Packages:
  • The "Tax Year" has been updated on VT screen NOL.

West Virginia Update 4

• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • Banners are no longer displayed on approved WV forms.