2024.02.17 - Drake23 Updates
Iowa Update 15
- Corporation Package:
- Form IA1120 has been approved for e-file, and IA EF Message 0005
has been removed.
- Fiduciary Package:
- Form IA1041 has been approved for e-file.
New Mexico Update 6
- Individual Package:
-
"Check this box if you would like to see...," is now marked on
page 2 of NM Form PIT-1 when the corresponding check box is selected
on NM screen 1.
New York Update 10
- Individual Package:
- An EF Message is now produced when an invalid code has been entered
in the "TSJ" field on NY screens 360A, 3360B, or 360C.
- EF Message 323 is no longer produced when NY Form IT-360.1 is
present in the return unless:
- NY Form IT-360 Column B is greater than:
- $187,900 with a Married Filing Separate filing status
- $313,200 with a Single filing status
- $344,500 with a Head of Household filing status
- $375,850 with a Married Filing Jointly or Qualified Widow filing status
- Taxpayer is taking the itemized deduction for NYC purposes
- Individual, Partnership, and Fiduciary Packages:
- EF Messages 323 and 195 are no longer produced when NY Form IT-212 is
present in the return.
- Individual Package:
- The amount on line 21, "Medical and dental expenses," column A, of
NY Form IT-360.1 is now limited to the total medical expense deduction
taken on line 4 of NY Form IT-196.
- EF Message 323 is no longer produced when NY Form IT-255 is present
in the return.
- The amount produced on line 9b, "If you paid 2022 expenses in 2023..,"
of federal Form 2441 now flows as intended to line 11 of NY Form IT-216.
Pennsylvania Update 8
- Individual, Corporation, S Corporation, Partnership, and Fiduciary
Packages:
- Print alignment has been adjusted for the PHTIN 10-digit ID number
on the following Philadelphia forms:
- PA PHBIRT
- PA PHBNTL
- PA PHBRC1
- PA PHBREZ page 1 and PAPHBREZ.PG2
- PA PHBRSC
- PA PHBRTA
- PA PHBRTB
- PA PHBRTD
- PA PHBRTE
- PA PHL40
- PA PHNP
- PA PHSID
- PA PHWKN
-
Individual Package:
- Data entered on federal screen K1S now flows as intended to PA Schedule RK-1.
- Fiduciary Package:
- The "Estate or trust name" entered on federal screen 1 now flows as intended
to pages 1 and 2 of Form PA-41.
- S Corporation and Partnership Packages:
- PA S Corporation and Partnership returns have been approved for e-file.
Utah Update 4
- Individual, Corporation, S Corporation, Partnership, and Fiduciary
Packages:
- The following UT forms have been approved for filing: