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1040 Individual 24-3.5T
note
- Get the latest on open issues by reviewing Alerts and notices.
- Review the status of federal forms.
- Find availability of state releases in the Home screen,Forms Availability.
- FindData imports and exportsfiles added on this release and other import files on the main product page.
Pending releases
Release date: 03/04/2025
We created a new
Federal and State Estimated Tax and Extension Payment Report
for the current year. You can find it in Organizer and select General Information, Return and Print Options, Basic Options
.We updated the
Employee SSN
field so that it only populates if the ownership is selected as either Taxpayer
or Spouse
. Form 4136
will require the FTC computation statement attached as a PDF to e-file. See the IRS instructions for additional information. The following forms are now available:
- Form 1045
- Form 3468
- Form 6765
- Form 7207
- Form 7210
- Form 7213
- Form 7217
- Form 8582-CR
- Form 8835
- SRJD
Form 3800
is released with the following limitations. - The columns forapplied against taxandcarryover to next yearwon’t populate. Override as needed.
- For facility credits are not taken into account any transfer or EPE registration numbers. This will be updated on a future release to pull in on a facility by facility basis instead of a summary basis
- Part VI won’t e-file at this time. A binary attachment is required until the IRS updates their schema. This information was found on the IRS Known Issues and Solutions website.
- Credit utilization is not released yet, it will be available on a future release
- Calculation carryover revision: For 2025 we are pulling in prior year suspended losses into parts IV and VI from Form 8582-CR. The carryover schedules will only be used for non-passive carryovers. If your carryover schedules include passive numbers from the prior year that are covered by Form 8582-CR prior year-suspended losses, you will need to make an adjustment so the amount is not double counted.
- There is a hyperlink on top of pages 3-9 that will take you to workpapers where you can override for parts V and VI.
- If there is a single row on the grid, the credit won’t print on parts V and VI (instead it goes directly to parts III or IV)
- If you add a line be sure to include the Line Number since it's the line number field that determines if data transfers to parts V and VI or straight to parts III and IV.
State forms currently under development:
- California LLC
- Montana, Credit for Income Taxes Paid to Another State or Country and the Annualized Income Installment Method
- Nebraska Forms CDN, 1040XN, Form NOL, and 3800N
- Oklahoma, Forms 511-EIC, 500-A, 500-B, 561, and 561-NR
- Oregon Counties, Form PIT-V and Filing instructions for OR-TM, Metro SHS and MultCo Preschool
Connecticut
: Added the Pension and Annuity Worksheet for CT 1040 and CT 1040NR/PY.Georgia
: The state hasn’t released Form 500-X for e-filing. It will be available in a future release. Pennsylvania
: Rev-414(I) Estimated tax payment worksheet hasn’t been released.Pennsylvania locality
: Berkheimer quarterly estimated tax payment vouchers haven’t been released. Federal
We updated or addressed the following:
- Corrected the print for Oregon LocalitiesW-2, box 20.
- Updated the display forForm 965 Individual Report of Net Tax Liability, 8th installment payment for 2017 Section 965 inclusions.
- Form 7217 Partner's Report of Property Distributed by a Partnershipwill calculate if the activity is a partnership, a distribution date is entered and non-cash assets are distributed.
State
We updated or addressed the following:
Colorado
: Updated a diagnostic regarding taxpayer first name.Georgia
: Corrected the print for Form 500ES.South Carolina
: Corrected the tax calculation issue when taxable income is greater than 100,000.This article applies to:
- Product: GoSystem Tax RS
- Return type: 1040 Individual