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1041 Enhancements
Federal
- Added Form 2439 Supplemental Schedule print.
- Added Form 3800 Schedule A Transfer Election Statement.
- Added Form 7211 Clean Electricity Production Credit.
- Added Form 7218 Clean Fuel Production Credit.
- Added Form 8904 Credit for Oil and Gas Production.
- Diagnostics will no longer print in K‑1 packages.
- Added a print folder to contain all beneficiary information before Form 1041.
- Added rollover for the research tax credit for Form 6765.
- Added rollover for 1099‑R, 1099‑MISC, 1099‑NEC, and consolidated state information.
- Added rollover for foreign income type and foreign code for 1099‑INT, 1099‑DIV, and Consolidated 1099.
- Updated Form 8949 AMT to include digital asset gain or loss.
- Updated Form 8949 to include digital asset gain or loss.
- Added 50‑year depreciation to Form 4562.
- Updated 1041 Schedule D calculation to include digital asset gain or loss.
- Will automate split between Grantor and Non‑Grantor returns; enter a percentage to split amounts, and Grantor Letter supporting docs will include more detail.
- 1041 Electronic Filing - We added direct deposit for 1041, 990T and 4720 and its form 8050
Electronic filing
- Added direct deposit for 1041, 990T and 4720 and its form 8050
- Added e‑file comment for paid preparer name and PTIN for 1041 federal and state returns.
- Added electronic filing for Form 1042 Extension.
- Added electronic filing for Form 1042 Return.
- Updated 1041 Indiana submission as "linked only" per state requirement.
- Updated the 1041 tax summary schedules to generate the same as 1040.
States
Arizona
- Added Form 210 Notice of Assumption of Duties in Fiduciary.
- Added Form 450 Request for Copies of Tax Documents.
- Added Form 822 Change of Address.
California
- Added an organizer screen for CA 592‑B amounts not reported on K‑1.
- Added Form 3547 Donated Agricultural Products Transportation Credit.
- Added Form 3554 New Employment Credit.
- Added Form 3592 College Access Tax Credit.
- Added Form 3805V NOL calculation.
- Added Form 3805Z Enterprise Zone Deduction and Credit Summary.
- Added Form 3807 Local Agency Military Base Recovery Area Deduction.
- Added Form 3808 Manufacturing Enhancement Area Credit Summary.
- Added Form 3809 Targeted Tax Area Deduction and Credit Summary.
- Added Form 3831 Homeless Hiring Tax Credit.
- Added Form 8879 (PMT) California Electronic Funds Withdrawal Payment Signature Authorization for Individuals and Fiduciaries.
Colorado
- Added DR 0289 Employer Contributions to Employee 529 State Tuition.
- Added DR 0617 Innovative Motor Vehicle and Truck Credits.
- Added DR 1305 Gross Conservation Easement Donor Schedule.
- Added DR 1316 Agricultural Land Capital Gain Affidavit.
- Added DR 1330 Strategic Capital Tax Carryforward Schedule.
- Added DR 1366 Enterprise Zone Credit and Carryforward Schedule.
- Added DR 1370 Certified Economic Development Credit.
- Added Schedule DFE Disallowed Federal Expenses.
Delaware
- Added Form 700 Delaware Income Tax Credit Schedule.
- Added Form PIT‑STC Special Tax Computation for Lump Sum Distribution from Qualified Retirement Plan.
Georgia
- Added Form IT‑CONSV Conservation Tax Credit.
- Added Form IT‑QEE‑TP2 Qualified Education Expense Credit Computation.
Idaho (2025)
- Added Form ID‑529 Credit for Employer Contributions to Employee Idaho College Savings Account.
- Added Idaho Form 56 Net Operating Loss Schedule.
- Added Idaho Form 56A Net Operating Loss Application.
- Added Idaho Form 75 Fuels Use Report.
Indiana (20NP, 35AR)
- Added Schedule IN‑COMPA Withholding and composite filing opt‑out affidavit.
- Added Schedule Composite‑COR Adjusted Gross ITR for Corporate Entities.
- Added Schedule IT‑40NOL Individual Tax Net Operating Loss Computation.
- Added Schedule PTET Pass‑Through Entity Tax Election.
Iowa
- Added IA 102 (41‑171) Amended Return Schedule.
- Added IA 124 (41‑177) NOL Adjustment Schedule.
- Added IA 130FID Fiduciary Out‑of‑State Tax Credit Schedule.
- Added IA 133 (41‑133) New Jobs Credit.
- Added IA 134 & Sch A (41‑134) S Corporation Apportionment Tax Credit.
- Added IA 135 (41‑150) E85 Gasoline Promotion Tax Credit.
- Added IA 138 (41‑152) E15 Plus Gasoline Promotion Tax Credit.
- Added IA 147 (41‑147) Franchise Tax Credit.
- Added IA 148 (41‑148) Tax Credits Schedule.
- Added IA 163 (42‑039) Interest Expense Adjustments.
- Added IA 4136 (41‑036) Fuel Tax Credit.
- Added IA 4562A (41‑105) Depreciation Adjustment Schedule.
- Added IA 4562B Accumulated Depreciation Adjustment Schedule.
- Added IA 8882 (41‑168) Employer Child Care Tax Credit.
- Added IA estimate worksheet and estimates.
Kansas
- Added IBT Information Report Business Trust.
Kentucky
- Added Form 8582‑K Passive Activity Loss Limitations.
- Added Schedule KNOL Net Operating Loss.
- Added Schedule P Pension Income Exclusion.
Maine
- Adding credit worksheet for Rehabilitation of Historic Properties.
- Added credit worksheet for Credit for Wellness Programs.
- Added credit worksheet for Employer Credit for Family and Medical Leave.
- Added credit worksheet for Research Expense Tax Credit.
- Added credit worksheet for Volunteer Firefighter and Emergency Medical Service Personnel.
Mississippi
- Added Form 80‑401 Tax Credit Summary Schedule (2026).
Missouri
- Added Schedule 1 for the MO‑CR.
Montana
- Added Form QEC Qualified Endowment Credit.
- Added Form RCYL Recycle Credit/Deduction.
- Added Schedule K‑1 (FID‑3) Instructions.
- 990T:
- Corrected print alignment of Form CIT address.
- Corrected CIT page 4, line 19b calculation.
- Updated logic for Form CIT page 3, line 10 minimum tax.
- Corrected organizer "Final return reason" dropdown to flow to Form CIT page 2 checkboxes.
New York
- ESBT returns: compute nonresident NY tax in child return and pass back to parent return.
- Added Form IT‑135 Sales and Use Tax Report for purchases of items/services costing $25,000 or more.
- Added Form IT‑223 Innovation Hot Spot Deduction.
- Added Form IT‑230 Separate Tax on Lump‑Sum Distributions.
- Added Form IT‑398 NYS Depreciation Schedule for IRC §168(k) Property.
Oklahoma
- Added Form 511‑CR Other Credits (Income Tax).
- Added Form 561‑F Capital Gain Deduction for Trusts and Estates.
- Added Form 561‑NR‑F Capital Gain Deduction for Trusts and Estates (NR).
- Added Form WTP10003 Nonresident Income Withholding Tax Annual Return.
- Added Form WTP10005 Nonresident Income Estimated Withholding Tax.
- Updated OK 990T interest and penalty calculation setup.
Oregon
- Added Form OR‑24 Like‑Kind Exchanges/Involuntary Conversions.
- Added Form OR‑DECD‑TAX Final Tax and Discharge of a Decedent's Estate.
- Added Form OR‑SCH‑P Part‑year Resident Trust Computation of Tax for Form OR‑41 filers.
Pennsylvania
- Added REV‑1630F.
- Added Schedule E.
- Added Schedule F.
- Updated Schedule D line 1 to include digital asset gain or loss.
- Enhancement: Added Schedule C.
South Carolina
- Added Form SC8822B Change of Address.
- Added Form I41 Nonresident Beneficiary Affidavit.
Utah
- Added Form TC‑250 Credits Received from Upper‑Tier Pass‑Through Entities & Mineral Production Withholding Tax Credit.
- Added Form TC‑41N Pass‑Through Entity Withholding Tax (2025).
Wisconsin
- Added Form W‑RA Required Attachments for Electronic Filing.
- Added Schedule RT Wisconsin Related Entity Expenses Disclosure Statement.
- Added Schedule RT‑1 Statement of Disallowed Related Entity Expenses.