1040 Individual 24-5F

Pending releases

Release date: 05/23/2025
Form 3800
is released with the following limitations. E-file is available for Form 3800 if Part VI is not used in a return.
  • 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, Multiple Form 568 LLC e-file is available. However, the functions to e-file multiple 568 LLC extension and estimated returns are under development.
  • Montana, Annualized Income Installment Method.
  • Oregon Counties, Filing instructions for OR-TM, and MultCo Preschool.

Federal

We updated or addressed the following:
Federal payment/deposit information report
: Resolved the issue where this report showed a refund mode as a check for some of the NY amended returns.
Form 6198
: Corrected a print issue with the whitepaper where the amount from nonpassive investment interest expense Schedule E was printing the at risk adjustment amount in the wrong place.
Form 8882
: Corrected an issue where the form was printing twice.
Separate Returns from Joint Data (SRJD)
: Resolved an issue where spouse W-2 linked foreign earned income (Form 2555) transferred into the taxpayer married filing separate return (MFS).

State

We updated or addressed the following:
California
: Updated the issue with Form 8453-LLC where applicable fields didn't populate when the activity's
Enable E-file
checkbox was marked.
Connecticut
: Corrected Form CT-1040 Page 1 line 6. Tax Recapture for Filling Status Single/MFS AGI Range $145000 - $150,000.
Kansas
:
  • Updated the e-file estimated payment so it generates when the return has a zero amount due and no refund.
  • Updated Form KS-40, Page 2, line 20 print.
Massachusetts
: Updated Form 1 line 8a to allow adjustment with yellow paper for residents.
Maryland
: Addressed an issue where Form 500DM line 7print was misaliged.
Wisconsin
: Updated Form SchWI2441, Part-I to generate the e-file correctly.
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