1040 Individual 25-3.4F

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

Pending releases

Release date: 02/27/2026

Open

Federal forms under development:
  • 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.
  • New York: Newly added Credit Forms Statement print.
  • Ohio School District: Form ITSD 2210 for Ohio School Districts.
  • Philadelphia: NPT Page 1 - Waiting for final updates.
  • Philadelphia Local: Waiting for the Berkheimer to post their final forms.
  • Tennessee: Binary Attachments.

Federal

We updated or addressed the following:
  • Form 1040 Tax Defaults
    : Added a checkbox for main home was in U.S. for more than half of current year under Tax Return Options/Print/Compute Options.
  • Form 1040
    : Removed the obsolete code "IE" from printing on Page 2, line 16.
  • Form 2106
    : Updated the Date Placed and Business mile in the Vehicle expense section.
  • Form 4547
    : Added a reject diagnostic for the parent/guardian's address county name.
  • Form 5695
    : Corrected an issue where the Other Exterior Door section did not generate in the e-file.
  • Form 8912
    : Updated E-File to include line 18(b).
  • Form 8915-F
    : Corrected print errors.
  • IRA Deduction Contributions
    : Corrected an issue where the catch-up contribution did not flow to the IRA deduction in the year the taxpayer or spouse turns 50.
  • Schedule 1-A
    : Updated Part V for the senior deduction to populate only if the taxpayer is over 65 years old and has a valid SSN.

State

We updated or addressed the following:
Arkansas
: Corrected the print for Form AR1000 Page 3, line 39b.
California
: Updated the federal amount on Schedule CA, Page 5, Part II, line 5e, Col A for filers with AGI over 500K (MFS - 250K).
Indiana
: Updated the Indiana e-file Unlinked Return Rules according to the state requirements.
Iowa
: Updated the Surtax rate of Algona on Iowa Form IA-1040 Page 3, line 19.
Louisiana
: Updated the print for Form NPR line 10.
Massachusetts
: Updated the Form 1, Page 1 print for the Married Filing Separate checkbox.
Minnesota
: Updated letters and filing instructions to remove the information regarding Minnesota Form BANK.
Ohio
: Resolved an issue with the e-file element 1099B "ChkBxForm8949" not populating when an h is selected.
Oregon
:
  • Fixed the validation error trigger for line 78a of OR-40-P.
  • Updated the print condition for Schedule W2, Schedule PTI, Schedule INC, Schedule ASC for Oregon County.
Utah
:
  • Fixed an incorrect diagnostic where State and Local income tax taken as an itemized deduction entered on TC-40, line 14 is limited to $10,000.
  • Updated the Federal Filing status for Married Filing Separated to be filed as Single in Utah state in 2025.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close