1041 Fiduciary 23-5.5F

Release date: 6/28/2024

Pending releases

All Credits under the
Form 8865
, Return of U.S. Persons With Respect to Certain Foreign Partnerships are not available for this release. We hope to release this in the latter part of June, and advise extending returns with those on them.
Form 3800
, carryover utilization will be available in mid-July.
We’ve also just released new templates on this release
Client Code Import
to make your importing tasks easier. These templates work with either the data connection or the tax return import method.

Federal

Form 8865
, Return of U.S. Persons With Respect to Certain Foreign Partnerships and all Schedules and Forms included under the 8865 except for credit forms are now available for e-file for this release.
We updated to properly generate the reject diagnostic for
Business Rule F990T-039
.

State

We updated the
Alabama
grantor e-file to generate the BRMS diagnostic properly for Business Rule AL41-025.
We have updated
California
electronic filing to the latest version.
We updated
Minnesota
Form M2 line 11 to calculate correctly for not ESBT return.
We corrected the
Oklahoma
K-1 Package print alignment.
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