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1040 Individual 25-4F
The following information is a summary of the new forms, features, and resolved issues on this release.
Pending releases
Release date: 03/20/2026
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
- Form 8829: The line 11 worksheet is currently under development for the new instructions that were released on 3/5/2026
State forms under development:
- Arizona: Form 140X
- California: Form 3541
- Michigan Cities: Form CF-2210
- Michigan Cities: Detroit Form 5121, Page 2 - Reason for allocating wages outside Detroit is not populating
- 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-ES:
- Updated the 2026 tax rate table Schedule Y-1 MFJ 37% to begin at $768,701.
- Updated Estimate whitepapers for Schedule of Adjustments to 2026.
- Form 2441:
- Updated Qualified expense text for 2025.
- Updated diagnostic for mismatches between provider payments and qualified expenses.
- Form 5695: Update print for whitepaper of line 21c.
- Form 8396: Updated line 2 Attribute.
- Form 8915-F: Corrected an issue where distribution amounts were not transferring to Form 8915-F, Page 1.
- Form 8949: Updated schema to rename CapitalGainAndLossAssetGrpSG.
- Form 8960: Updated workpaper print for line 13.
- Form 965: Unblocked the Logic on Page 2, Part 2 line 2, Paid for Year 8.
- Schedule K-1 Allocations: Updated Estate and Trust Tax Form Reference for Excess Deductions on Termination.
State
We updated or addressed the following:
- California:
- Updated Form 5805, Page 2, Part II, line 13 / Worksheet II Regular Method Worksheet Rate Period Dates and Rates used in calculations.
- Form 5805, Page 3, line 6: Annualized Itemized Deduction Limitation Worksheet - line 9 not populating threshold amount based on filing status
- Form 8824: Tax Form and print alignment.
- Schedule CA, Page 1, Part I, Sec B, Line 5, Col C: Unreimbursed business expense from Non-Passive K-1 is not being factored when Basis is calculated
- Georgia: Resolved an issue that incorrectly generated an e-file reject diagnostic for single part-year residents returns due to missing spouse part-year residency dates.
- Illinois:
- Resolved an issue where the account holder name, which is required, was not generating in the estimated payments financial transactions section of the e-file.
- Resolved an issue where the direct debit for the 4th quarter estimated payment was not showing in the e-file when it is the only estimated payment made.
- Indiana:
- Resolved an issue where the estimated filing instructions were not printing.
- Updated the Form IT-40 & IT-40 PNR line 23 on the underpayment of estimated tax penalty options.
- Maryland:
- Updated e-file schema to address issues with reject code Form505-05900-010.
- Completed Form 500DM.
- Michigan:
- Addressed an issue where Form 6072 PTE credit allocation isn't working for taxpayer SALT deduction and spouse prior year credit.
- Addressed an issue where Form MI-1040H generated a reject diagnostic for code 325 for line 8, even though the sales factor was calculated correctly.
- Montana:
- Corrected the Filing Instructions Amount Applied to Estimated Tax.
- Updated Form ESW, Worksheet LTCG line 7.
- New Jersey:
- Added County Code Element and Digital Assets elements on the Amended return.
- Corrected 1040 ES letter and filing instruction (LAFI).
- Part-Year Resident Child Tax Credit Prorations based on the residency period need to be considered
- Schema update for version 0.3.
- New York:
- Updated the depreciation issue where depreciation conformity adjustments weren't transferring to NY IT399.
- Ohio:
- Resolved an issue with the Ohio Estimate Income Tax Payment Worksheet line 8 wasn't triggering.
- Resolved an issue where the Joint Filing Credit triggers when Ohio MAGI is over $750,000.
- Resolved an issue where the Ohio county "GEAUGA" is triggering a validation error.
- Oklahoma:
- Updated Schedule 511-NR-D to compute itemized deductions for federal nonresident returns.
- Oregon:
- OR‑DEPR e-file Schema Limitation for Multiple Businesses (PDF Workaround).
- County - Estimated Tax payment workpaper line 2 is fixed for Metro & Preschool.
- County - Oregon MultCo Form PIT-V Estimated Tax Voucher print is fixed.
- Virginia:
- Updated Schedule A, line 18 thresholds due to state conforming to federal amounts.
- Vermont:
- IN-112 Page 2 Veteran Tax Credit calculation is fixed.
- Missouri:
- MO-A - updates the Threshold limitations & ES Table.
This article applies to:
- Product: GoSystem Tax RS
- Return type: 1040 Individual