2023.03.28 - Drake22 Updates

Florida Update 15

• Partnership Package: 
  • EF Message 1001 is now produced when federal EF Messages are present in the return.

Kansas Update 16

• Individual Package: 
  • KS sourced income with "Special tax treatment" codes "M" and "R" on federal screen W2 are now excluded from wages as intended.
  • Return Note 136 is now produced when the following applies: 
  • Kansas tax is under-withheld by more than $500.
  • The underpayment exceeds 10% of the total tax balance.
• Partnership Package:
  • KS fourth quarter estimated payment due date for KS Form K-120ES has been updated to December 15, 2023. 
  • Ownership percentage amounts entered on federal screen K1 will now flow as intended to KS Schedule K-1.
• S Corporation and Partnership Packages:
  • The override amount entered on line 47, "Credit Forward," on KS screen 2 now functions as intended. 
  • An EF Message is now produced for KS Form K-120S returns that meet the following conditions:
    • Entity's partners/shareholders are Kansas residents. 
    • Line N, "Electing to be subject to tax at the entity level," is selected on KS screen 1.
    • The entity has income within and outside of Kansas.

Kentucky Update 15

• Individual Package:
  • The taxpayer's (and spouse's SSN) now flows to column A of Schedule KW-2, as expected.
• S Corporation, Partnership, and Fiduciary Packages:
  • The KY Schedules K-1 are now displayed in the "KY PTE K1" or "KY 741K1" folder in View/Print mode.

Maryland Update 14

• Partnership Package:
  • An update prevents reject "DRKPARSE" on element "PYStateIncomeTax" on MD Form 511.
  • An update prevents reject "DRKPARSE" on element "Nonresident" on MD Form 510.
  • In update prevents reject "FORM511-04050-040" on Schedule B of MD Form 511.
• Individual Package:
  • An update prevents reject" DRKPARSE" on elements "CityNm," "AddressLine1Txt," "PhoneNum," "W2StateLocalTaxGrp," "PreparerAuthorizedToDiscuss," "MACAddress," and "RefundDisbursementCDSubmit," on MD Form 502.
  • An EF Message is now produced when there is only tax withheld and no income present on screen 99N, preventing reject "Form502-01710-010."
  • An update resolves reject "FinTran-98190-020" on MD Form 502.
• S Corporation and Partnership Packages:
  • The "Signature and Verification" check box on page 3 of MD Form 510 is now marked as intended when "Yes" is selected on line "May IRS or state DOR discuss return with preparer" oF federal screen PREP.
• Corporation Package:
  • MD Form 500D has been updated to the latest version.
  • An update prevents reject "HEADER-00470-010" on MD Form 500E.

Maine Update 16

• Individual Package:
  • Data entered on line 9 of ME screen WKA2 is now produced on Maine Worksheet A - Line 9 - Taxpayer (ME_ATT03) as expected. 
  • A PDF copy of the Credit for Income Tax Paid to Other Jurisdiction Worksheet (MEWKOJUR) is now automatically attached to the return using the Attach PDF feature in View/Print mode when MEWKOJUR is present in the return.
  • EF Messages 3103 and 3106 have been updated. 
  • EF Messages 1009, 1010, and 1011 are now produced, respectively, when the following worksheets have not been attached using the Attach PDF feature in View/Print mode:
  • Maine Worksheet A - Line 9 - Spouse (ME_ATT04) - Maine Worksheet A - Line 10 - Taxpayer (ME_ATT05) - Maine Worksheet A - Line 10 - Spouse (ME_ATT06) - An update prevents reject "DRKPARSE" on element "LandlordName" when an invalid "Landlord name" is entered on ME screen PTFC.
• S Corporation and Partnership Packages: 
  • Extension payments due for Forms 901ES-ME and 941P-ME are now produced on the Client Results letter as expected.

New York Update 18

• Corporation and S Corporation Packages:
  • EF Message 0046 is no longer produced when "Do NOT send Federal" is selected on federal screen EF.
  • An update prevents reject "DRKPARSE" on element "claimed."
  • EF Message 0678 now prevents reject "DRKPARSE" on element "pShipNYCMInfo."
  • The officer's signature is now produced as expected on NY Form TR579-CT.
• Partnership Packages:
  • NY Form NYC-EXT can now be filed after NY Form IT-370-PF has been accepted.
• Fiduciary Package:
  • An amount on line 6, "New York State tax...," is now produced when the following conditions are present: 
  • "Final return" is selected on federal screen 1
  • The amount of "0" (zero) is produced on line 5, "AGI," on Worksheet for Calculating Adjusted Gross Income (AG) (Wks AGI) 
  • The amount of "0" (zero) is produced on line 15, "Income distribution deduction," on Schedule B of federal Form 1041

Oregon Update 16

• Individual Package:
  • EF Message 0149 is now produced when the following entries do not match line 11 of federal Form 1040, preventing reject "OR-045": 
  • Line 7 on OR Form OR-40
  • Line 29F on OR Form OR-40-N
  • Line 29F on OR Form OR-40-P,
  • Line 23 on OR Form MC-40-NP now calculates as intended.
  • Line 29 on OR Form MET-40-NP now calculates as intended.
  • The amount of characters on the "Employer Name" column of OR Form MET-40 have been decreased.
  • OR Forms MC-40 and MET-40 have been approved and are now available for e-file.
• Fiduciary Package:
  • OR Form E-2022 has been approved and is now available for e-file.
  • OR Form METBIT-41 has been approved and is now available for e-file.

General Program Update 34

• General program updates.

Rhode Island Update 16

• Individual Package:
  • Line 7, "Miscellaneous income from Federal Form 1040...," on RI Form RI Schedule II is now calculated as expected.
• S Corporation Package:
  • Line 9, "Other payments," on RI-1120S is now included in the calculation of line 10, "Total payments."
• S Corporation, Partnership and Fiduciary Packages:
  • EF Message 47 is now produced when the "Accounting Method" is blank on federal screen 1.
• Fiduciary Package:
  • An update resolves reject "DRKPARSE" on element "ModRISourceInc."
• Corporation Package:
  • "Initial Return" and "Final Return" check boxes on RI Form RI-1120C are now marked as expected when they are selected on RI screen 1.
• Individual Package:
  • EF Message 43 is now produced when attempting to file an original RI return with a federal superseded return.

Washington Update 15

• Individual Package:
  • An update prevent reject "DRKPARSE" on element "SelfEmployIncome2."
  • The intended information is now produced on WA Working Families Tax Credit Worksheet (WAINC).