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Release notes

1040 Individual 24-3.6T

Pending releases

Release date: 03/11/2025
Form 3800
 is released with the following limitations. E-file is available for Form 3800 if Part VI is not used in a return.
  • Only for facility credits, Form 3468 is taking into account any transfer or EPE registration numbers. The other facility credits will be updated on a future release to pull in, on a facility by facility basis instead of a summary basis.
  • Part VI won’t e-file at this time. A binary attachment is required until the IRS updates their schema. This information was found on the IRS Known Issues and Solutions website.
  • Calculation carryover revision: For 2025 we are pulling in prior year suspended losses into Parts IV and VI from Form 8582-CR. The carryover schedules will only be used for non-passive carryovers. If your carryover schedules include passive numbers from the prior year that are covered by Form 8582-CR prior year-suspended losses, you will need to make an adjustment so the amount is not doubled.
  • There is a hyperlink on top of pages 3-9 that will take you to workpapers where you can override for parts V and VI.
    • If there is a single row on the grid, the credit won’t print on parts V and VI (instead it goes directly to parts III or IV)
    • If you add a line be sure to include the Line Number since it's the line number field that determines if data transfers to parts V and VI or straight to parts III and IV.
State forms currently under development:
  • California LLC
  • Montana, Credit for Income Taxes Paid to Another State or Country and the Annualized Income Installment Method
  • Oregon Counties, Form PIT-V and Filing instructions for OR-TM, Metro SHS and MultCo Preschool
Pennsylvania
: Rev-414(I) Estimated tax payment worksheet hasn’t been released.

Federal

We updated or addressed the following:
Form 1040
: Added a collection to the 1099-SSA Organzier to make Box 5 Net Benefit a mandatory field.
Form 8826
: We resolved an issue where Form 8826 was printing twice in the return

State

We updated or addressed the following:
Colorado
: Disabled the diagnostic regarding the taxpayer's last name.
Iowa
: Corrected Form 1040 Page 5 line 12, Column A, and Column B and line13 issue.
Oklahoma
:
  • Updated Form 511 Schedule A line 18.
  • Updated Form 561 and 561-NR print alignment.
Oregon Counties
: Form PIT-V is available for Metro & MultCo Preschool.
Maryland
: Addressed the issue where the military pension exclusion was printed twice on the 2 income worksheet statement for Form 502, line 14.
Montana
: Updated the Letters and filing instruction issue.
Vermont
: Updated the capital gain calculation on Form HI-144, line J.

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual
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