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Release notes

1041 Fiduciary 23-6.3F

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  • 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: 8/16/2024
We added the Firm Number in the
1041 K-1
 transfer area.
We updated the data dictionary for
Form 8082
.
We updated the
1041 QBI loss tracking worksheet
 to allow for more years to show.
We updated the print of Schedule E whitepaper other portfolio deduction for
Form 1041 Sch C, E, F
 and
Form 4385
 to print the correct amount.
We made logic changes for
Form 3800
, Part II lines 18 to 26.

State

We updated the calculation for
Connecticut CT-1041
 page 2 line 10. The withholding amount from Schedule K1 now transfers correctly.
We updated the print for
Form 4562
 in Maine.
We updated the logic on
Utah TC-41
 Lines 5 and 12.
We updated the reject diagnostic for
Maryland Form 504
, page 2, line 35, to generate correctly for rule Form504-07490-010.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS

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