2024.03.20 - Drake23 Updates
Federal Program Update 26
General Program Update 5
- All appointments are now displayed as expected in the Drake Tax Planner weekly view.
1041 Program Update 27
- An update resolves reject "SA-F8936-001."
Georgia Update 12
- Individual and Fiduciary Packages:
- An amount is no longer produced on line 5, "Previous Net Operating Loss claimed," Schedule 4, of GA Form 500 per the GA DOR.
- An amount is no longer produced on line 26, "Net Operating Loss carryovers from other years," Schedule 7, of GA Form 500 per the GA DOR.
- Individual Package:
- GA Form 500X has been approved and is now available for printing.
- Corporation, S Corporation, and Partnership Packages:
- GA is no longer displayed under the "State Extension(s)" section on the Account Transaction Summary.
Hawaii Update 7
- S Corporation and Partnership Packages:
- Schedule PTET is now produced when HI Form N362-E is present in the return and there is no tax on line "Pass-Through entity tax," of HI Form N-20/N-35.
- Individual Package:
- An "X" is now produced on line "If you can be claimed as a dependent on another person's return...," page 2, of HI Form N-11 when "dependent of another" is selected for both the taxpayer and spouse on federal screen 1.
1040 Program Update 32
- An update prevents rejects "F8936-046," "F8936-047," and "F8936-048."
Indiana Update 13
- Individual Package:
- EF Message 0024 has been updated
- Field helps have been added to IN screens NOL3 and NOL4.
- Return Note 19 is now produced when a prior year is entered on IN screens NOL3 or NOL4.
Massachusetts Update 18
- Individual Package:
- The field help for line 14, "Rent Paid," has been updated on MA screen 1.
- Partnership Package:
- "ELTCRD - Pass-Through Entity Excise Tax" has been removed from the "Credit Type" drop list on MA screen CMS1.
Michigan Update 19
- Individual Package:
- Return Note 530 has been updated with correct line number for the main form.
- An update to Form MI Form 4884 now allows the Senior Worksheet to be printed when the taxpayer or spouse is 78 years of age or older.
- Detroit Corporation and S Corporation Packages:
- Line 51 of Form 5297 is now totaled correctly when an underpayment is present.
1065 Program Update 25
- An update resolves reject "SA-F8936-001."
New Jersey Update 11
- Individual Package:
- The field help for line 56, "Property Tax Credit," on NJ screen 2 has been updated.
- Fiduciary Package:
- An update resolves reject "DRKPARSE" on element "RetTypeCheckoff."
- Partnership Package:
- An update resolves reject "DRKPARSE" on element "PercentageOwned."
- Corporation Package:
- The intended amount is now shown on lines 2a and 2b of NJ Form CBT-100, Schedule A, Part III when "Investment Company" is selected on NJ screen 1.
- Corporation and S Corporation Packages:
- An update resolves reject "DRKPARSE" on element "DateAnswered" regarding NJ Form CBT-100S, Schedule N.
- S Corporation and Partnership Packages:
- The balance due on NJ PTE-100 extensions is now displayed on the Client Results letter and filing instructions as expected.
General Program Update 30
- The e-File Status feature has been enhanced to always prompt users to pick up and process new acknowledgments prior to viewing the EF Database.
- An alert is now displayed when required officer or partner information is missing on business returns that will be uploaded to Drake Portals for signing.
- The filing status can now be changed for split Married Filing Jointly returns in the Drake Tax Planner.
- Linkbacks now function properly for returns with multiple Forms W-2.
1120 Program Update 26
- EF Message 1132 is now produced when lines 29a and 29c on Form 1120, Schedule K are "No."
- Form 1120, Schedule K, line 29c now defaults to "Yes" when no selection is made on line 29c of screen K.
- An update resolves reject "DRKPARSE" on element "ApplcblCorpDeterminationGrp."
- An update resolves reject "SA-F8936-001."
1120S Program Update 27
- An update resolves reject "SA-F8936-001."
South Carolina Update 14
- Individual Package:
- SC Schedule TC-62 is no longer produced when "Y - Yes" is selected from the "Compensated for serving as a preceptor during current tax year" drop list on SC screen TC62 or when the percentage on line 7 is less than 30%, preventing reject "0016."
990 Program Update 26
- An update resolves reject "SA-F8936-001."
Texas Update
- Individual Package:
- TX Form 05-102 is now available for filing.
Virginia Update
- Individual Package:
- VA Form 763S is now produced when the taxpayer and spouse are residents of Maryland, Pennsylvania, or West Virginia.
- Print alignment has been adjusted for the "Age 65 and Older Income Based Deduction Worksheet" (VAWK_AGE).
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