1040 Individual 23-6.6F

Pending releases

Release date: 9/06/2024
  • 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 are aware when a partnership has more than one
    K-1 for the taxpayer
    , the program can't transfer the multiple K-1s in one transfer. Currently, you have to transfer them one at a time. This will be addressed in a future release.
  • 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 updated the taxpayer and spouse on
1040 Schedule C
so both fields calculate the SE income correctly.
We addressed an issue where
F1116 AMT, Part 2, Column t
amount from the K-1 was incorrect when a pass-through entity is subject to basis limitation.
We updated
Form 8865, Schedule K-2, Part III, Section 4
e-file trigger.

State

California:
We addressed an issue where Office in Home was not appearing on
Schedule CA
if basis was being calculated.
We fixed an issue where data entered on K-1 Income tab, line 11F for Ordinary G/L Form 4797 (nonpassive) was not flowing to
CA Schedule D-1.
We addressed an issue where
Form MO-1040 lines 31Y and 31S
were populated with "None" when there was no MO-CR credit amount claimed.
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