18502: 2024.03.29 - Drake23 Updates

Arizona Update 12

• Individual Package:
  • The intended amount is now produced on line B, "Dividend and interest income received in 2023," Part I, page 2, of AZ Form 140PTC.
    • Code "11084 Fostering Heroes Foundation" has been added to Form 352 for 2024.
    • The following charity codes have been added to Form 321 by the AZ DOR for 2024:
      • 22264 Liberty Partnership Community Council, dba LPKNC
      • 22671 Arizona Blood Alliance
      • 22678 City Hope Resource Center
      • 22703 The Forever Angels
      • The following codes have been added to Form 322 by the AZ DOR:
      • 020101201 New Crossroads Academy
      • 020202202 Copper Credits
      • 020227200 DUSD Online Academy
      • 020801013 CTD - Patagonia High School
      • 030208220 Sage & Sand Academy
      • 050201202 Henry Dunkerson Pathways Academy
      • 070204279 Mesa Distance Learning Program
      • 070209004 Wickenburg Virtual Academy
      • 070211172 Peoria eCampus
      • 070289206 Dysart iSchool
      • 070290103 Desert Sunset Elementary School
      • 070293109 Cave Creek Academy of Excellence
      • 070295200 Queen Creek Virtual Academy
      • 070295203 Crismon High School
      • 070403002 Tempe Elementary Online Community
      • 070406170 Washington Elementary School District Online Learning Academy
      • 070417105 Tolleson Virtual Academy
      • 070445108 Fowler Elementary School District Virtual Academy
      • 070510291 PXU Digital Academy
      • 070513098 TAPBI
      • 070801215 EVIT Cactus Shadows High School
      • 070801216 EVIT Eastmark High School
      • 078111200 The Excel Center - Encanto
      • 078226003 Arizona Autism Charter School-Online K-8
      • 078226004 Arizona Autism Charter - Online High School
      • 078226005 Arizona Autism Charter School, West Valley Campus
      • 078274002 Legacy Online Academy
      • 078420001 Legacy Traditional-San Tan
      • 078558002 EdOptions HS Learning Center
      • 078638001 Freedom Prep Academy - Mesa
      • 078713005 Humanities and Sciences Academy Arizona
      • 078713006 International Commerce High School MCG
      • 078725013 American Leadership Academy of Applied Technologies
      • 078767012 Ombudsman Online Academy
      • 078784105 La Paloma Academy Marana
      • 078911206 ThrivePoint Online High School
      • 080416002 Mohave Valley Connections Academy
      • 080502004 CRUHSD Academy
      • 080850012 WAVE - Mohave Accelerated Learning Center
      • 090836111 NATIVE - Hopi HS
      • 100811011 PimaJTED-MCAT School
      • 100811286 PCJTED - Mica Mountain High School
      • 108668201 Desert Sage School
      • 108738004 Leman Virtual Academy
      • 110220135 Maricopa Virtual Academy
      • 110220203 Desert Sunrise High School
      • 110221014 Coolidge Virtual Academy
      • 118706001 Akimel O'Otham Pee Posh (3-5)
      • 118717002 Path to Potential
      • 130209211 Red Rock Academy
      • 130220303 Sultan Virtual Academy
      • 130228206 Camp Verde Online
      • 140401301 Yuma District One Digital Learning Academy
      • 148761202 Desert View Online School
    • The "Mail-to address" has been updated on the AZ Filing Instructions.
    • An EF Message is no longer produced when "02-29-2024" is entered in the "Date" column on AZ screen 352.
  • S Corporation and Partnership Packages:
    • The intended amount is now produced on line 9, "Shareholder's pro-rata share of the AZ PTET Taxes paid...," of AZ 120S Schedule K-1 (1120-S package) and line 12, "Partner's pro-rata share of the AZ PTET Taxes paid...," of AZ 165 Schedule K-1 (1065 package).
  • Partnership Package:
    • Overpayment amounts entered on federal screen ES with "AZ" selected form the "ST/City" drop list now functions as intended.

State General Programming Update 16

• Arizona Update:
  • Individual Package:
    • AZ mailing addresses have been updated per the AZ DOR.
• Indiana Update:
  • Individual Package:
    • The description has been updated for IN Schedule IT-40NOL at Setup > Pricing.
• Illinois Update:
  • Individual Package:
    • "Other Instructions" have been removed from the filing instructions for IL returns with refunds and no estimates.

California Update 15

• Individual Package:
  • An updates prevent reject "R0000-060" on returns that have 10 or more PDF attachments.
• Individual, Corporation, S corporation, Partnership and Fiduciary Packages:
  • An update prevents reject "DRKPARSE" on element "EventDate" when data is present on line "Date of Transfer, Exchange Completion, Failed Exchange...," Part VII, of CA screen 593.

Connecticut Update 11

• Individual Package:
  • An update prevents reject "DRKPARSE" on element "AltMinTaxDetail" when federal Form 6251 is not present in the return.
  • Page 2 of CT Schedule CT-706 Farmland is now produced in View/Print mode.

Iowa Update 38

• Individual Package:
  • The intended amount of "$1.00" is now produced on line "Amount Paid" of the Iowa Tax Payment Voucher.
  • Tax exempt interest now flows as intended to line 1, "Interest," column A, page 4, of IA 1040 Schedule 1.

Kentucky Update 14

• Individual, Corporation, S Corporation, and Partnership Packages:
  • The payment made with an extension will now be subtracted from the total due, as expected.
• Individual Package:
  • If an extension has been filed, the filing instructions now reflect a due date of 10/15/24 when filing the original return.
  • The Tax Comparison worksheet now displays the correct gross income amount for Married Filing Separately combined filers.
  • An update prevents rejects "F740-0086" and "F740NP-0086."

North Dakota Update 12

• Individual Package:
  • The help file for ND Schedule PSC has been updated.

Nebraska Update 13

• Corporation Package:
  • The amount entered on line "Loss Applied to Year End (2018)" of NE screen NOL is now produced in the intended column on Nebraska Corporation Net Operating Loss Worksheet (NENOLC) when the "fiscal year ends" date on federal screen 1 is after the calendar year.

New Mexico Update 14

• Corporation, S corporation, and Partnership Packages:
  • An updated e-file program released by NM adds boxes 3 and 4 to the transmission data of Form RPD-41359. This does not affect the owner's version of the 41359.
• Fiduciary Package:
  • NM DoR has revised Form 41320, now requiring a copy of the certificate of eligibility be attached when the fiduciary takes the credit. An EF Message has been added to alert the preparer.
  • The beneficiary's name, address, and other information will now be generated on Schedule D, even when there is no withholding tax present.
• Individual Package:
  • The amounts from federal screen D2, "Loss Carryovers," will now be included on line 9, "Capital gains undiminished by capital losses," of Form PIT-RC.

Utah Update 8

• S Corporation and Partnership Packages:
  • The "Tax paid by PTE (line I)" field has been added to UT screen K1.
  • Code "J - Utah tax paid on behalf of shareholder" has been added to line 11, "Other income (loss)(describe)," drop list on UT screen DIST.
• Fiduciary Package:
  • Amounts entered on line 12, "Other information" of UT screen K1 now flow as intended to the "Beneficiary's Share of Utah Income, Deductions, and Credits," section on UT TC-41K-1.

Wisconsin Update 11

• Individual Package:
  • The amount entered on line "Medicare premiums deducted from benefits" of federal screen SSA with "S - Spouse" selected from the "T/S" drop list now flows to the Wisconsin Medical Care Insurance Worksheet (WI WK_INS) when federal Schedule SE is present in the return.
  • WI Schedule OS is no longer produced when "Suppress Credit Calculation for this State" is selected on WI screen OS.
  • Text on WI screen OPT has been updated.
  • The intended amount is now calculated on line 57, "Wisconsin net operating loss deduction," page 3, of WI Schedule M.
• Fiduciary Package:
  • The intended amount is now produced on line 3 of WI Schedule M.
• S Corporation Package:
  • EF Message 1172 is no longer produced when "0" (zero) is entered in the "Ownership and Participation" section on federal screen K1.
• S Corporation and Partnership Packages:
  • The intended information is now produced on the "Pass-Through entity Representative" section, page 4, of WI Form 3 when "Fill in information using K-1 signer as PTE representative" is selected on WI screen PASS.