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Release notes

1040 Individual 23-6.8F

Pending releases

Release date: 9/20/2024
  • 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.

Federal

1040 Schedule C
: We updated the taxpayer and spouse fields so both will calculate the SE income correctly.
1040 Schedule D
: We corrected the Sec 1061 adjustment that incorrectly went to the detail transaction's calculation.
1040-X
: We corrected an issue where the taxpayer's middle initial and suffix were not printed.
FinCEN 114
: We corrected an issue where the self-prepared checkbox couldn't be selected.
Schedule K-1 Lists
: We added the secondary activity name to these reports. This secondary name is provided for reference purposes and is not used on the tax return.
Form 3520
: We corrected an issue where Line 18 was not populating with the correct year.
Form 3800
: We added field branches under sources of credits carryovers for rollover.
Form 3800 Carryovers
: We updated utilization schedules for Form 6765 amounts suspended by Form 3800 rules.
Form 8865 K2
: We fixed an issue where DrtSect901Or903FrgnTxsGrp was not in the e-file, causing a reject.

State

Missouri
: We have resolved an issue where an e-file reject diagnostic was generating erroneously when the Form MO-CR credit amount was reduced to the tax amount in line 30 of the form.
New York
: IT-225 Additions for nonresident/part-year resident is not adding the NYC PTET credit addback (code-222) in the NYS allocation column.
Oklahoma
: The character limit for Dependent Information Relationship Type on Form 511/511-NR has been increased.
Oregon
:
  • Multnomah County Preschool e-file and paper file are available.
  • We have added a diagnostic to remind taxpayers that the Oregon State Tax Return PDF must be attached for Oregon Metro & Preschool.
  • We resolved a naming convention issue for Oregon Metro & Preschool.
  • Oregon Metro SHS e-file and paper file are available.
South Carolina
: We updated Form SC1040TC4 to generate correctly for e-filing.
Washington
: Filing instructions for the Capital Gains Return and WFTC Application are now printing.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
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