1040 Individual 24-4.1F

Pending releases

Release date: 03/25/2025
Form 172
(Old Form 1045 Schedule A and B) is now e-filed with the 1040 return.
Form 3800
is released with the following limitations. E-file is available for Form 3800 if Part VI is not used in a return.
  • 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.
Form 6252
: We're updating the checkboxes label.
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
Philadelphia BIRT and SIT
: We're working on adding the e-file signature authorization, as well as a direct debit function.

Federal

We updated or addressed the following:
Form 3468
: We have updated the tax form navigation to display the new pages.
Rollover
: If you opened a Consolidated Brokerage Account for the first time on Tuesday, 3/25, or Wednesday, 3/26, and your 1040 return was affected, please re-roll your return starting on Thursday, 3/27.

State

We updated or addressed the following:
Alabama
: Updated the calculation on Form 2210A.
Arkansas
:
  • On Form AR1000NR, adjustments to income didn't include all the capital gains/losses for the state calculation so we updated it.
  • Resolved a validation error on the SCHARK1 SSN field.
Colorado
: Corrected the trigger to generate the Form104CN in the e-file.
Hawaii
: Updated the drill down of Form Schedule CR, line 1.
Massachusetts
: Updated the print on Form 2441.
Maryland
: Added a worksheet for subtraction of interest and dividend income from U.S. obligations.
Missouri
: Added a worksheet for subtraction of interest and dividend income from U.S. obligations.
Mississippi
: Updated the compute on Form 80161, line 4.
Oklahoma
:
  • Updated the 511-EIC tables.
  • Updated the diagnostic for Form 511-NR line 32.
Virginia
: Resolved an issue where Form 763-S printed twice.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close