1040 Individual 23-5.7F

Pending releases

Release date: 7/12/2024
  • Form 3800
    is available. You can e-file this form for those not having credits from Forms 7207, 7210, 7213, and 8933. Carryover utilization will be available on a future release.
  • We're updating the
    K-1 Transfer
    from 1065/1120S/1041 to 1040 to reflect the new K-1 fields.
  • We're still working on adding the e-file for
    Form 8949 IRC
    , Section 1061 adjustments.
  • We're aware when a partnership has more than one
    K-1
    for the taxpayer, the system can't transfer multiple K-1s in 1 transfer. Currently, you have to transfer them one at a time. We’ll address this in a future release.
  • Schedule K-1 Review
    contains a note on the 1st page about a future update to reflect the new Schedule K-1 Other income and Other deduction fields. This only affects returns that contain these new Schedule K-1 fields.

Iowa

We're updating the Form 126 e-file schema to include an attachment for a spouse's NOL waiver. It will be available in a future release.

Pennsylvania locals

We're working on updating Berkheimer forms to the latest version.

Tennessee

We're working on correcting the FAE 170 Filing instruction. The filing information and paragraphs are not printing correctly.

Federal

We addressed an issue on
Form 1116
where the Explanatory Statement for line 3 wasn't included in the e-file when there are HTKO adjustments.
We updated
Form 2441
, Page 2, line 12 for the total amount of dependent care benefits when the amounts exceeded specific thresholds.
We corrected an issue with
Form 1040-X
, Page 2 Part II where the Explanation of Changes was not appearing in the tax form view.
We corrected the error that occurred on the
Carryforward of Unused Credits 2023
when trying to delete an activity or other description under
Organizer > Credits > Carryforward of Unused Credits 2023
.
We updated the
Carryovers
to the next years worksheet to include the new Form 3800 fields.
We added a refresh button on
Form 3800
for parts III to IV. This deletes the data for Parts III through IV and pulls data back in from the Organizer. It can also be used to delete trapped data.
We addressed an issue on
Form 8582
so that passive long-term capital gain/losses from the sales module will be included in the PAL calculation in Parts I and II.
We updated
Form 8805
e-file so that the Withholding agent EIN line uses the correct EIN.

Georgia

We updated
Form 500 Schedule 4, Part 1, line 5
and
Part II, line 18
based on an updated from the state.

Maine

We corrected an efile error that happens when the spouse's SSN is missing on the form.

Mississippi

We corrected the print for
Form 80-205, line 28
.

New Jersey

We updated the calculation on
Form NJ-1040X, line 67
to include line 65.
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