1041 Fiduciary 23-6.4F

note
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Pending releases

Release date: 8/23/2024

Federal

We corrected a print issue for
net operation loss publication 536
worksheet 1, line 23.
We corrected the
grantor letter presentation
when no income or gains and only expense is deduction formerly subject to 2% AGI floor.
We modified the
foreign dividend detail
on the statement to support Form 1041, Page 1.
We added detail fields to the Organizer for the
Form 5227 Balance Sheet
field for Other Assets.

State

California:
  • We corrected the print for CA 541-B, Page 3, Part IV-B, line 37.
  • We updated the print on Form 541, lines 9, 20a, 21a for an ING trust to print $0.
Colorado:
We updated an alert diagnostic to refer to Form DR 8454 instead of DR 8453F.
Massachusetts:
We have corrected an issue for Massachusetts Schedule B, Line 17 for nonresident returns.
Michigan:
We corrected the beneficiary distribution percentage computation for the Partial Grantor Entity type.
North Dakota:
We are now printing information on North Dakota Schedule BI (Beneficiary Information) for grantor accounts.
South Carolina:
We corrected an issue with the South Carolina extension name not appearing in the federal transmittal letter.
Utah:
We updated the print for TC41-A, Part 6 to print only when the credit code for Part 6 is entered.

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