18546: 2024.04.24 - Drake23 Updates

Alabama Update 16

• Fiduciary Package:
  • EF Message 0626 is now produced when "Various" is entered in the "Date sold" field on federal screen D, preventing reject "DRKPARSE" on element "DateSold."
• Individual Package:
  • EF Message 0078 is now produced when more than 19 entries are produced on AL Schedule CP. If there are more than 19 entries, the return must be paper filed.

General Program Update 6

• Uploading documents to the Portal now functions as intended.
• Messaging component in Portals has been updated.

Delaware Update 11

• Individual Package:
  • The Neighborhood Assistance Tax Credit now calculates as expected on DE Form 2001AC when "Married and filing combined separate on this form" is marked on DE Form PIT-RES.

Florida Update 9

• Partnership Package:
  • Partners with "Individual" selected from the "Partner type" drop list on federal screen K1 no longer flow to FL Form F-1065.

Hawaii Update 9

• Individual Package:
  • Line 6b, "Age 65 or over," on HI Form N-11 is no longer marked when the spouse would have turned 65 during the tax year but died prior to that date.

Iowa Update 46

• Fiduciary Package:
  • Electronic filing specifications have been updated for IA Schedule 1041 K-1.

Kansas Update 13

• Individual Package:
  • The intended amount is now limited on line 12, "Carryover from prior year," of KS Schedule A.

Maine Update 25

• Individual Package:
  • Electronically filed estimated payments will now function as intended.

Missouri Update 13

• Fiduciary Package:
  • The intended amounts are now calculated on line 1, "Estate or trust's share of Missouri source...," and line 2, "Estate or trust's share of Missouri source...," Part 5, of Form MO-NRF.

North Dakota Update 14

• Individual Package:
  • The program now generates EF Messages for ND Property Tax Record (1114) and ND Correspondence (1115) PDF attachments, as intended.

Oregon Update 14

• Individual Package:
  • The intended medical subtraction is now calculated on the Special Oregon Medical Subtraction Worksheet (OR MED_WK) based on the standard or itemized deduction produced on line 12, "Standard deduction or itemized deductions," of federal Form 1040.
• S Corporation Package:
  • An update prevents reject "DRKPARSE" on element "ZIPCd."

Rhode Island Update 14

• S Corporation Package:
  • RI refund to be applied to next year has been updated to flow to the form correctly.
• Individual, Corporation, S Corporation, Partnership, and Fiduciary Packages:
  • The RI Division of Taxation extends certain due dates to July 15, 2024, in response to a recent IRS announcement. If you need more help, read the PDF document at:
  • tax.ri.gov/sites/g/files/xkgbur541/files/2024-04/ADV_2024_16_Extension.pdf
• Individual Package:
  • Social Security benefits not assigned to RI on federal screen SSA no longer flow to line 7, Column A, of Schedule II for nonresidents.