1040 Individual 25-3.3F

The following information is a summary of the new forms, features, and resolved issues on this release.

Pending releases

Release date: 02/20/2026

Open

The Tax Equalization form isn't available.
Federal forms under development:
  • Schedule D and Form 8949 with new 1099-DA data input
  • Form 4562: New depreciation calculations for 50 year MACRS and ADS
  • Form 4562: Support for Section 174 changes as part of the 2025 OBBBA legislation
  • Form 8821: Print for this form
  • Form 8824: The new elements added for e-file
  • Form 1040-SS: Letters and Filing Instructions and e-file of this form
State forms under development:
  • Arizona: Form 140X.
  • California: Form 3541.
  • Maryland: Form 500MD.
  • Michigan: Form 6072 and 6074.
  • Michigan City: Form CF-2210.
  • Nebraska: Form 3800N.
  • New York: Form IT-209.
  • New York: Newly added Credit Forms Statement print.
  • Ohio School District: Form ITSD 2210 for Ohio School Districts.
  • Philadelphia: NPT and BIRT - Several forms are waiting on approval and final updates.
  • Philadelphia Local: Waiting for the Berkheimer to post their final forms.
  • Tennessee: Binary Attachments.

Federal

We updated or addressed the following:
Form 2210
: Updated the computation for Page 1 line 3 and Schedule AI line 14.
Form 8621
: Corrected the Page 3 line 16c population issue.
Form 8621
- Corrected the print for Page 3, line 15f e-file and for Loss Amount.
Form 8840
- Corrected the print for the first name line.
Form 8911
- Updated the computation of line 10.
Form 8960
- Updated the calculation for line 9b.
Form NOL
: - Resolved an issue where the carryover whitepaper didn't print.
Schedule C
: Added a total field for Domestic Research Experimental expense.

State

We updated or addressed the following:
Arizona
: Updated the diagnostic jump to go to Organizer for the field
Taxpayers telephone no
.
California
: Updated amounts on Schedule CA (540), Page 5, Part II, line 5e, Column A.
Indiana
: Resolved the issue for Form CT-40 Spouse and CT-40 PNR so spouse address is triggered when
Married Filing Jointly
and the spouse has a SSN.
Indiana
: Resolved the issue for Form IN-DEP so that all first time
X
will be in capital letters.
Iowa
: Corrected the trigger to print for Form IA8882.
Maryland
: Addressed an issue where e-file reject diagnostics were displayed incorrectly for lines on Form 502CR, Part A.
Maryland
: Fixed an e-file rejection issue where Form 505, line 7 required a zero value when the return reported capital gains/losses but had none to report.
Maryland
: Addressed an issue where an e-file reject occurred due to an incorrect 502CR, Part B credit calculation when a return exceeds the AGI limit.
Minnesota
: Resolved an issue that e-file
TribeNm
element is invalid.
Minnesota
: Resolved an e-file reject on Form M1M when line 10 needs to equal the sum of additions to income line 1 through line 9.
Missouri
: Updated the calculation on Form MO-A, line 18 Capital Gain where capital loss shouldn't flow through the field.
Ohio
: Resolved an issue where the e-file element
MailingAddressCounty
needs to be populated with
FRANKLIN
for all non-residences.
Oklahoma
: Corrected an issue on Form 511 and 511-NR Schedule D line 2 to include the new Federal Schedule A State and Local Tax Deduction Worksheet in the computation.
Oregon
: Updated Schedule OR-A line 5.
Oregon County
: Updated the print for Form SP, Metro INC, Preschool INC.
Oregon
: Resolved the trigger issue for the OR-VSI rejection diagnostic.
Pennsylvania
: Addressed an issue regarding resident wages while away on duty.
State Depreciation
: Corrected an issue where assets taking 60% and 80% bonus in the prior year were not flowing properly to states not conforming to federal bonus rules.

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