1040 Individual 23-6.4F

Pending releases

Release date: 8/23/2024
  • 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 updated the
    K-1 Transfer
    program to allow for the transfer of K-1 information from accounts residing under the same firm account. If the locator is under a different firm account, you need to move it to the target’s firm account. You need to also open and close all source returns once after this release to enable the transfer. The returns don’t need to be calculated, they just need to be opened and closed once to facilitate the transfer.
  • We've updated the
    K-1 transfer
    from 1065/1120S/1041 to 1040 to reflect the new other income and other deduction fields that were added to the K-1 Organizers.
  • We are aware that the newly re-designed
    K-1 Review
    is not printing some line numbers. We will fix this in a future release.

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.

Oregon

Oregon Metro SHS
  • E-file is available. The validation error count and diagnostics display issue will be resolved in a future release.
  • We've added print for Form MET-40 and Form MET-40-NP.
Multnomah County Preschool
  • E-file is available. The validation error count and diagnostics display issue will be resolved in a future release.
  • We've added print for Form MC-40 and Form MC-40-NP.

Federal

We fixed an issue where
Form 3800,
line 4e was doubling when a K1 connection exists
Letters and Filing Instructions
: We corrected an issue where the cover letter contained incorrect IRA contribution information in the year the taxpayer (or spouse) turned 50.
Form 8962
: We corrected an issue where the Applicable Figure line 7, amount is incorrect when line 5 is 245.

Federal

We addressed an issue where
Form 1040 Page 1
was showing Injured spouse even though F8379 was on present
We addressed
e-file reject error F1116-012
, missing of explanation statement for line 2 for income re-sourced by treaty
We updated e-file for the address of court appointed person info for
Form 1310
.

State

Nebraska:
We added in the new PTET credit on Form 2210N from line 30d into line 2 Refundable Credits Amount.
New Jersey:
We updated line 56 calculation for Form 1040NR while having PTET and Tax WH on Trust and Estate
New York:
We updated prior year overpayment date on the state Organizer screen. This has no impact on the calculation.
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