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2023.082

2023.082 release information

Pending releases

Release date: 8/09/2024

Income Tax

We updated or added the line descriptions in the 2023 State TI Mapping Charts to tie to the 2023 State Tax Forms for the following:
Alabama:
Forms Mapping, Additions - 20C Sch A line 5 Description updated to match Tax Form and line 9 now back allocates to the Single State Review Workpaper.
Connecticut:
Forms Mapping, Additions - Sch D Line 3 and Forms Mapping | Subtractions - 19 descriptions updated to match Tax Form.
Indiana:
Forms Mapping, Additions - line 12 now back allocates to Single State Review Workpaper. Lines 103, 153, and 154 added and Line 107 removed. Forms Mapping, Subtractions - 634, 636, 640, 641 added to Forms Mapping.
Iowa:
Forms Mapping  IA1120 Page numbers updated to match Tax Form, removed Line 6 from Forms Mapping | Additions/ Subtractions Lines 16, 17, and 18 added to Forms Mapping. Forms Mapping, Subtractions - line 7 now transfers to Organizer/ Tax Form.
Louisiana:
Form CIFT-620 Subtractions line 3h-Compensation for Diaster Services, line 3i – Exp not deducted on the fed. Return due to IRC280E and line 3j-Covid 19 relief benefits are now listed in the Louisiana Forms Mapping chart.
Maryland:
Form 500 Other additions line H-Credit claimed on Sch K-1, Part D and Other Subtractions  line Q-Governmental expenditures & line S – Qualified chartiable donations  are now listed in the Maryland Forms Mapping chart.
Minnesota:
Form M4-I Additions, line 2i was removed from the Forms Mapping Chart. Form M4-I Subtractions, Delayed business interest line number changed to 4k and Disallowed sect 280E expenses of a licensed cannabis business changed from line 4n to line 4m. Form M4-I, subtractions, line 4o has been removed.
Missouri:
Form MO-1120 line 5 was added to Part I additions and line 13 was added to Part II Subtractions in the Forms Mapping Chart.
Nebraska:
Forms Mapping updated 1120N Sch A line numbers to match Tax Form – Lines 09, 11, 14, 15,16,18, 19. Forms Mapping Additions - Added Lines 8 and 12, and 13 to Subtractions.
New Jersey:
CBT-100 P4 line 14 for Cannabis Licensee Deduction is now listed in the New Jersey Forms Mapping Chart.
Pennsylvania:
Form RCT-101 Additions, Line 3B and Deductions, Line 2C were removed.
Rhode Island:
Form RI-1120, Schedule C additions, added Line 1d to Schedule C in the Rhode Island Forms Mapping Chart.
Virginia:
Form 500ADJ Subtractions, Code 50 and Code 66 were added to the Forms Mapping Chart.  Form 500ADJ, Sec A or Sec B were added to the line description for clarity in the Forms Mapping Chart.

State TI Workpapers

Nebraska
 Forms Mapping Additions: We added lines 12 and 13 to Subtractions.
Rhode Island
 Forms Mapping Additions: We added line 1d to Schedule C Additions.

1065 Partnership

Form 7205
, Energy-Efficient Commercial Buildings e-file.
Nebraska
 Form 1065XN and schedules are pending development.
Oregon
 Form OR-QUP-CAT is pending for future release.

Federal

We added an Organizer override to the manual overrides section for
Form 8990
 Column H of Schedule A.
We revised the print for
Form 8283
 Entity Name and Entity Number.
We have released an excel template for
Form 1042
 import and API. Go to the downloads table for the templates.

State

Delaware:
 We added the signature forms to letters and filing instructions.
Illinois:
 We revised the calculation for Schedule K-1-P (4), Line 14.
New Jersey:
 We modified select print for NJ-1065, Schedule A to prevent compressed fonts and misalignment.
New Mexico:
  • We added an organizer override for Form PTE, Line 25.
  • We added an e-file support feature to prevent “failure to create xml” errors.
New York:
 We modified the IT-204-IP e-file schema to ensure the flow of portfolio 2% deductions from line 13.
North Carolina:
 We modified the calculation for Schedule NCK-1 Supplemental Schedule Additions, Bonus Depreciation to ensure that amount are correctly allocated for all partners with the special allocation feature is used.
Oregon:
  • We updated the e-file schema to prevent validation errors related to TypeOfEntity for Form OR-19.
  • We modified the fields for contact name on the OR-21 vouchers to better align the tax form with the e-file schema and the printed form.
  • We modified the calculation for Form OR-OC, Line 7 to prevent the nonflow of amounts derived from surplus credit.

1120 Corporate

Federal

We updated
1120-L
, Line 27z, so that it populates with the organizer amount.
We added
Form 4626
, Part IV, Section 1, line 3e to print.
We updated
Form 4626
 e-file so that a validation error referencing
ForeignEntityReferenceIdNum
 doesn't generate when it's not needed.

State

We corrected
Georgia
 Form 600, Page 8, Schedule 12 top consolidation print to eliminate overlap.
We updated
Montana
 Form CIT, Page 6, Schedule M so that all affiliated entities are included in print.
We updated
New Mexico
 Form NM-S-Corp, Page 1, line 4a, so that the Original Return mark populates.
We added
New Jersey
 Form CBT-100, Page 20, Schedule P-1 to the e-file XML.
We corrected the
North Carolina
 filing instructions franchise tax amount.
We updated
Virginia
 Form 500, Page 1, Federal NOL print to correct the decimal point.

International

Foreign Entities: Tax Year 2023 Print – Foreign Forms PDF Attachments does not Contain Form 5471 Worksheet H-1’s for All Members of the Binder Group
We corrected the issue where when you run the
Batch Process > Print – Foreign Forms PDF Attachments
 for a tax year 2023 binder group, the resulting zip file contains only a subset of the expected Form 5471 Worksheet H-1s. For the missing H-1s, the Batch Status Details screen may indicate an error without providing additional details.
We updated the status to show
Complete
 when an H-1 is available or
This binder does not have forms data – no print was generated
 if the H-1 can't be generated.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
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