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Release notes

1040 Individual 23-6.5F

note
  • Get the latest on open issues by reviewing Alerts and notices.
  • Availability of state releases can be found in the Home screen, Forms Availability.
  • On the main product page, select
    Data imports and exports
     for
    Client Code Import
     files added on this release and other import files.
  • Go to Tax Year 2022 Release Notes for 2022 release information to see 2022. On the side menu, select Tax Year 2022 Release Notes. 

Pending releases

Release date: 8/30/2024
  • Form 3800
     is available. You can e-file this form for those not having credits from Forms 7207, 7210, 7213, and 8933. Carryover utilization will be available on a future release.
  • We are aware when a partnership has more than one
    K-1 for the taxpayer
    , the program can't transfer the multiple K-1s in one transfer. Currently, you have to transfer them one at a time. This will be addressed in a future release.
  • We are aware that the newly re-designed
    K-1 Review
     is not printing some line numbers. We will fix this in a future release.

Iowa

We're updating the Form 126 e-file schema to include an attachment for a spouse's NOL waiver. It will be available in a future release.

Oregon

Oregon Metro SHS
  • E-file is available. The validation error count and diagnostics display issue will be resolved in a future release.
  • We've added print for Form MET-40 and Form MET-40-NP.
Multnomah County Preschool
  • E-file is available. The validation error count and diagnostics display issue will be resolved in a future release.
  • We've added print for Form MC-40 and Form MC-40-NP.

Federal

We corrected an issue for
FinCEN 114, Part III
 where joint owner other than spouse ID wasn't displaying letters.
We updated
Form 8621, line 16b
 so it now flows to Schedule 1 correctly.
We updated the e-file trigger for
Form 8865
 Schedule K-2, Part III, Section 4.

State

Colorado:
 We updated DR 104X Lines 42, 43, and 46.
Michigan:
 We resolved a validation error for acquired and sold dates on Form MI-4797 when Section 1231 gain or loss information is entered on K-1 line 10 (line 9 for S-Corp).
Mississippi:
 We updated the e-file trigger to exclude Schedule K-1 and PayerID (K-1) listing in Form 80107.
Pennsylvania:
 We corrected the credit calculation on Schedule DC so it will be only allowed for Resident Return.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS

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