2023.09.06 - Drake22 Updates

Colorado Update 21

• Individual Package:
  • Federal nontaxable lump-sum distributions are no longer included in the calculation on line 30, "Nontaxable Social Security Income," page 3, of CO Form DR-104.
  • The intended amount is now calculated on line 33, "State Sales Tax Refund," on CO Form DR-104 when the following occurs: 
    • An amount is present on line 13 of CO Form DR-104
    • Form 4868 is present in the return
    • Withholding from federal Form W-2
• Fiduciary Package:
  • The intended amount is now calculated on line 13, "Total Credit used," Schedule G, of CO Form DR 0105.

New Mexico Update 14

• Partnership Package:
  • The amount entered on line 14, "Amount you want applied to 2023 estimated tax," on NM screen 367 now flows as intended to line 14 of NM Form RPD-41367.