18486: 2024.03.21 - Drake23 Updates

Colorado Update 11

• Individual Package:
  • EF Message 0188 is now produced when a PDF attachment of Form SSA-1099 is required when an amount is present on line 3, "Primary Taxpayer Social Security Benefits," or line 5, "Spouse
    Social Security Benefits," of CO Form DR 0104AD.
  • The intended amount is now produced on line 34, "State Sales Tax Refund," of CO Form DR 0104 when the amount on line 14 is greater than "0" (zero).
  • The amount on line 5a, "State and local income taxes...," of federal Schedule A now flows as intended to line b, "Enter any local income tax deduction...," on the State Income Tax Deduction Addback Worksheet (CO WK_ID).
• Corporation Package:
  • The CO EF Message page is only produced when intended.

Iowa Update 34

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "PartIII" regarding Form IA 125.
  • An update prevents reject "DRKPARSE" on element "DesigneeName."
• S Corporation Package:
  • An update prevents reject "DRKPARSE" on element "Overpayment."
• Fiduciary Package:
  • The amount entered on line 4, "Federal income tax paid" on IA screen A now flows to line 4, "Federal income tax paid," page 6, on Form IA 1041.
  • An update prevents reject "DRKPARSE" on element "referenceDocumentId."

Illinois Update 15

• Individual Package:
  • Form IL-1040-ES can now be e-filed when "e-File" is selected for IL on federal screen PMT and direct debit information is present on federal screen PMT.
• S Corporation Package:
  • EF Message 0347 is now produced when the amount is missing on line 6, "All other items of income or loss...," of Form IL-1120-ST, preventing reject "IL-1120ST-3500-2."
  • An update prevents the following rejects:
    • "IL2220-8100-2"
    • "IL2220-8100-3"
    • "IL1120ST-11680-1"
  • EF Message 0058 is now produced when no amounts are produced in the first 3 "Quarter" columns on Form IL-2220.
• S Corporation and Partnership Packages:
  • The amounts entered in section "2023 Estimated taxes already paid this year," with "IL" from the St/City drop list on federal screen ES now flows to line 65, "Payments of Form IL-1065 and Form IL-1120-ST.
• Fiduciary Package:
  • IL information entered on federal screen ES estimates screen now flow as intended to lines 55a, "Credits from previous overpayments," and line 55b, "Total payments made before the date...," on Form  IL-1041.

Maryland Update 14

• S Corporation and Partnership Packages:
  • The Acknowledgement and General Information for Taxpayers Who File Returns Electronically (MD EF_ACK) is now produced when the MD return has been e-filed and accepted.
• Corporation, S Corporation, and Partnership Packages:
  • The "PIN Signature" entered on Setup > Preparer(s) is now produced as intended on Part III of MD Form EL1101B.
• Individual Package:
  • The intended amount is now calculated on line 24, "Total subtractions," of MD Form 505.
  • MD Form 502SU has been approved and is now ready for filing.
  • An update prevents reject "Form 502CR-50436-010."
  • An update prevents reject "Form502CR-50000-026" regarding line 8, "Local tax on amount on line 3," on MD Form 502CR.

Minnesota Update 16

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "QualifyingChildSSN."
  • MN screen LK, Like-kind Exchange, is obsolete and has been removed.

North Dakota Update 10

• S Corporation Package:
  • An update prevents reject "DRKPARSE" on elements "ApprenticeTaxCredit" and "TotalPaidToApprentices."
• Individual Package:
  • An update prevents reject "DRKPARSE" on element "ContributionAmount."

Ohio Update 27

• Individual Package:
  • The CCA Schedule R will now be produced, as expected, for Geneva on the Lake.
  • A program update prevents reject OH-SD100-072.
  • A program update prevents reject OH-PIT-052.
  • The credit limit for City of Ottawa Hills has been adjusted for tax year 2023.
  • The credit rate and credit limit for the City of Williamsburg has been updated for tax year 2023.
  • Ohio error code 1025 is now produced only when no phone number is entered on federal screen 1.
  • The overpayment for Ohio school district returns is now applied, as expected, when the ES screen is completed.
  • Credit for taxes paid data now flows to Columbus Form IR-25, as expected.
• Partnership and S Corporation Packages:
  • A program update prevents reject DRKPARSE for elements MotionPictureProductionCredit and HistoricalPreservationCredit.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The city of Mantua's tax rate has been updated for tax year 2023.

Oregon Update 13

• S Corporation Package:
  • An update prevents reject "DRAKEPARSE" on element "BusinessNameLine1Txt." Preparers should recalculate and retransmit affected returns.
• Individual Package:
  • An update prevents reject "DRAKEPARSE" on element "BusTaxAcctNumber." Preparers should recalculate and retransmit affected returns.

Pennsylvania Update 17

• Individual Package:
  • e-Filed Philadelphia Business Income and Receipts Tax returns are now tracked separately for the taxpayer and spouse on federal screen ESUM, preventing the original return from being e-filed after it has been accepted.
  • e-Filed Philadelphia School Income Tax returns are now tracked separately for the taxpayer and spouse on federal screen ESUM, preventing the original return from being e-filed after it has been  accepted.
  • EF Message 0258 has been added to the program, preventing reject "DRKPARSE" on element "Amount."
  • Only overpayment amounts are now produced on line 32, 'Refund donation line," page 2, of Form PA-40.
• S Corporation and Partnership Packages:
  • PA EF Message 400 has been added to the program, preventing reject "DRKPARSE" on element "AddendaRecord."
• Fiduciary Package:
  • The signature information entered on federal screen PIN now flows as intended to Form PA-8879F.
  • The intended Philadelphia BIRT information is now displayed on the Comprehensive Results Letter.
• Partnership Package:
  • The intended Philadelphia BIRT information is now displayed on the Client Results Letter.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • "Video: How to attach a PDF" link has been updated on several PA screens.

Rhode Island Update 10

• S Corporation, Partnership, and Fiduciary Packages:
  • The intended green check mark is now displayed in the "EF Status" column of the Calculation Results window for applicable RI PTE returns.

South Carolina Update 15

• Fiduciary Package:
  • An error generated for element "CountryCd" when filing a return with a foreign address has been corrected.
• Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • EF Message 0109 no longer requires a county be entered for an entity with a foreign address.
  • EF Message 086 now requires a province code be entered on SC screen 1 to prevent business rule reject 0005.

Vermont Update 11

• Individual Package:
  • The intended amount is now calculated on line 8, "Vermont Income Tax," of VT Form IN-111 when line 1, "Federal Adjusted Gross Income," is greater than $150,000, and an amount is present on line 7,  "Interest Income from U.S. Obligations," of VT Form IN-112.
  • VT Form IN-112 is now produced as expected when there is an amount on line 15a.