1041 Fiduciary 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

Federal

We updated or addressed the following:
  • Updated the date the IRS will begin accepting
    Form 4136
    and updated the reject diagnostic.
  • Updated
    Form 1041-V
    so that it automatically generates if no bank account information is entered.
  • Updated the print for
    Schedule K-1
    package print condition to print correctly.

State

We updated or addressed the following:
New York
: Form IT-205-J, Page 2 lines 18 and 19 and Page 3, Part IV modifications (column D & E) now only populate on years with actual throwback-accumulated distributions and not if only undistributed net income in prior years.
Oregon
: Updated the print for Oregon Schedule K-1 so that it prints whenever there's a beneficiary.
Pennsylvania
: Updated Pennsylvania Form PA 41 line 25, Credit.

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