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Release notes

1065 Partnership 23-7.2T

note
  • Get the latest on open issues by reviewing Alerts and notices.
  • Go to the main page for your product and select
    Data imports and exports
     for
    DK-1
     workbooks and other files such as
    Form 1042 templates
    ,
    Partner Special Allocation Import
     files and
    Client Code Import
     files.
  • Availability of state releases can be found in the Home screen, Forms Availability.

Pending releases

Release date: 10/08/2024
Nebraska
: Form 1065XN and schedules are pending development.

Federal

We released an Excel template for
Form 1042
 import and API. You can download the templates here by going to the main landing page for your product and selecting
Data imports and exports
.
We updated the
K-1 Transfer
 program to allow for the transfer of K-1 information from accounts residing under the same firm account. If the locator is under a different firm account, you need to move it to the target’s firm account. You also need to open and close all source returns once after this release to enable the transfer. The returns don’t need to be calculated, they just need to be opened and closed once to facilitate the transfer.

State

Illinois
: We corrected the IL1065, Page 3, line 60 worksheet.
Vermont
 :
  • We modified the allocation amounts on K-1VT, Page 2.
  • We updated the K-1VT XML for BI-473.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS

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