2025.035 release information
The following features, forms, and issues are on the release available on 3/27/2026.
What's new
Form 5471, 8858 and 8865 Organizer Options to Turn Off Transfers from International Computes
important
After rolling your foreign entity binders to the new tax year and before running transfer to the forms, determine if you plan to file Form 5471 Schedules I & P by Shareholder or Summary and use Enterprise Control Panel > Organizer INTL Transfer Options to block transfer to the alternate approach. (For example, if filing Schedule l by Shareholder, check the Yes/On box for the Schedule I by Shareholder option and No/Off for Schedule I.
The
International Compute > Transfer to US5471, US8865 and US8858
transfer information directly to the “face” of Form 5471, 8865 and 8858 Organizer pages (rather than hidden screens as is the case for the Income Statement and Balance Sheet) for the following schedules – unless otherwise stated, the following transfer checkboxes default to cleared, permitting transfer:- Form 5471 Schedule E
- Form 5471 Schedule E-1
- Form 5471 Schedule G
- Form 5471 Schedule H
- Form 5471 Schedule I (defaults to checked, no transfer)
- Form 5471 Schedule I by Shareholder
- Form 5471 Schedule I-1
- Form 5471 Schedule J
- Form 5471 Schedule M
- Form 5471 Schedule P (defaults to checked, no transfer)
- Form 5471 Schedule P by Shareholder
- Form 5471 Schedule Q
- Form 5471 Schedule R
- Form 5471/Form 8990 (defaults to unchecked, transfer occurs)
- Form 8858 Schedule H (959(b) Dividends and Return of Capital)
- Form 8858 Schedule J
- Form 8865 Schedule K-2, Part II, Sections 1 and 2
- Form 8865 Schedule K-2, Part III, Section 1
- Form 8865 Schedule K-2, Part III, Section 4, Line 1
- Form 8865 Schedule K-2, Part V
Before transferring new results, the International Compute will delete all existing information in the schedules noted. If manual overrides are entered in Organizer, you must check the appropriate option(s) on the
INTL Transfer Options
pages within the Foreign Corporation (5471), Foreign Partnership (8865) and FDE and FB (8858) navigation tree to prevent additional transfers to the schedule from International Computes. Failure to check the individual boxes, will result in the loss of any Organizer overrides (even if the Organizer field is locked) when you next run the International Compute \ Transfer to US5471, US8865, US8858
for the binder.note
- International Compute \ Transfer to US5471, US8865, US8858is enabled and information will flow to Form 5471, 5471/8990, 8865 and 8858.
- Presently, the transfers to FTC Forms 1118, 8993, 8975 and 8992 remain temporarily disabled for tax year 2025.
Transfer to US8865 Available in Tax Year 2025 Binders
You can now transfer Form 8865 Schedule K-2 information from the International Computes screen in a 2025 tax year top consolidation and foreign entity binder. The 2025.035 release enables transfer from the
Form 8865 Schedule K-2
workpaper for the following schedules:- Part II Section 1 – Gross Income
- Part II Section 2 – Deductions
- Part III Section 1 – R&E Expense Apportionment Factors
- Part III Section 4, Line 1 – Foreign Taxes
- Part V – Distributions from Foreign Corporations to Partnership
Amounts flow from the Form 8865 Schedule K-2 Workpaper to the
Organizer > Foreign Information > Foreign Partnership > {foreign entity} > Distributive Share Items Intl (K-2)
.Closed issues
Form 5471 > Page 1 > Filer Address does not Print Properly
The tax year 2025 Form 5471 has separate fields for the Filer’s City, State and Zip Code. While these fields are broken down appropriately in the e-File, the information is combined into a single entry in the
City or town
field when the 5471 is printed or viewed on screen. This issue impacts the transfer and override of Foreign Form Default Filer information.1065 Partnership
We updated or addressed the following:
Federal
- Form 2848: Corrected print for license/bar/enrollment number on the Page 2.
- Form 8804: Corrected create date for extension e-file.
- Form 8825:
- Enabled the Other Expense detail print when Sch M-3 is suppressed.
- Corrected the print condition for Sch A.
- Schedule K: Updated Line 15f logic .
State
- Arizona:
- Enabled the direct debit option for extension filing instructions.
- Corrected standard deduction on Form 140NR.
- Arkansas:
- Corrected Form AR1000CR, line 2 and Sch A statement
- Updated AR1050, Pg 2, Pt II, Ln 3k, Col C to display as a percent
- Remapped e-file for Form AR1100ADJ and AR-718
- Corrected print alignment for Form AR8453-PET
- Corrected Sch K-1, Col A and Col B e-file schema
- California: Corrected validation error for Section263ACurrentYearCostAmt
- Colorado:
- Resolved FAA validation error for Form 106CR
- Corrected PTIN on Form DR8454
- Connecticut:
- Corrected logic for direct deposit refunds on Form CT-PET
- Updated flow from member info organizer to Form CT-1065, Pt I, Sch B
- Realigned print on Form CT-1065/CT-1120SI, Part 6, Line 13
- Corrected print for supplemental attachment Pg 4
- Added PET and CT1065 extension to all forms print
- District of Columbia:
- Corrected the AuthenticationHeader validation error for UBT return
- Resolved DCUNCHDR-0012 diagnostic for D-30-ES TaxYr
- Georgia: Updated the print condition for CR-ES.
- Idaho:
- Corrected Column E tax rate on Form PTE-12.
- Updated the logic for the "regular return" checkbox on Form 65.
- Illinois:
- Resolved e-file error IL1065-1030-1.
- Corrected the tax form alignment of Sch M, Lines 16a-f.
- Corrected depreciation detail to include beginning and ending basis.
- Indiana:
- Updated Form IT-8879C filing instructions for EFTand Check
- Corrected logic for Arizona reverse credit
- Iowa:
- Suppressed PTE-C Col G, H, and I when exemption code is entered
- Corrected designee's email address on Form PTE-C, page 3
- Kansas: Corrected the print alignment for Form K-40, Line 20
- Kentucky:
- Resolved e-file error 740PTET-0009.
- Corrected Form 4562 Summary, Part IV, Line 22 to print the state-specific value.
- Corrected print for corporate partners on Form PTE-WH.
- Updated Form 740NP-WH, line 3 to discount exempt partners
- Corrected the "Submission" element name for Louisville returns
- Added new form OL-S, Pages 1-6 to Kentucky Cities jurisdiction
- Louisiana:
- Corrected the calendar dates for e-filing
- Corrected print for Form R-8453PE filing instructions
- Massachusetts:
- Enabled the override for Form 3, Page 4, Line 46
- Resolved reject code F3-007
- Montana:
- Added the IUFC form.
- Updated Form PTE, Schedule IV, to show Grantor Trust names
- Nevada: Corrected year-end data to clear reject TXR-030.01
- New Hampshire: Updated print for Form BT-EXT filing instructions
- New Mexico: Corrected print for SSN on Form PTE-D
- New York: Added PDF e-file attachment for NY-204-LL and NY-EXT returns
- Ohio: Corrected partnership footnotes print for non-composite partnerships
- Oklahoma: Removed uppercase formatting Oklahoma County on Form 514
- Oregon:
- Recomposed Form OR-21-MD-PT to move member data to Page 2.
- Portland – Realigned print on Form EXT.
- Realigned print for Schedule R for Portland/Multnomah returns
- Corrected print for Portland/Multnomah Form EXT
- Pennsylvania:
- Updated logic for Philadelphia BIRT-EZ, line 6
- Removed extra zero from Philadelphia BIRT-EZ, line 6 print
- South Carolina: Added notes to the Column B workpaper for Schedule SCK-1.
- Utah:
- Updated Schedule K-1, Item E to remove nonnumerical characters
- Populated the disregarded entity name on Sch K-1 from input field.
- Vermont:
- Corrected the logic for Form BI-472, Line 1.
- Corrected allocations for Sch K-1VT, Line 8bA
- Corrected logic Form BI-477, Line 26 and Line 24a
- Remapped Sch K-1 VT e-file to correct null values
- Corrected allocations for Sch K-1VT, Line 29
- Virginia: Corrected checkbox print for Form 502PTET header
- West Virginia:
- Updated tax rate on Form EPT-100, Sch K-1
- Changed the Form EPT-100 Partner Report to use the EK-1 ratio value.
- Wisconsin: Removed charitable contributions from Form 3-ET, Line 16.
1120 Corporate
Federal
- Form 1118: Updated Form 1118, Schedule L, Parts I and II, Column 9 conversion rate of local currency to accept a larger ratio length.
- Form K-1: Updated Form K-1 Package for Arizona.
- Form Sch K: Updated Form Sch K, Line 12a Statement Print.
- Form Sch K, Line 13a: Corrected so clean vehicle credit (Form 8936) populates.
States
- Arkansas: Corrected the print for Arkansas Form AR4PT so name and tax year now flow correctly.
- North Carolina: Updated North Carolina Special Apportionment percentage in XML.
- Texas: Corrected Texas Form 05-158 + 05-164 due dates.
