1041 Fiduciary 25-3.6T

The following information is a summary of the new forms, features, and resolved issues on this release.

Pending releases

Release date: 03/10/2026

Federal

We updated or addressed the following:
  • Form 8949
    : Updated the print of
    Form 8949 AMT BOX A AND D
    .

State

We updated or addressed the following:
California
: Updated computation for Form 109 Page 2 Part I Line 4a when Capital Gains data transfers to Federal only.
Maine
: Updated the logic to reject diagnostic ME1041-020 and added an informational text regarding this diagnostic when charity is present.
New York
: Updated the IT-205-J Part 4 e-file for beneficiary tax years to include the last 5 years with distributions, regardless if in actual preceding 5 years.

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