Prior Interim Releases
* New for Prior Releases: Federal
* New for Prior Releases: State
* Closed Issues: Federal
* Closed Issues: State
* Current Interim Release Notes
New for Prior Releases: Federal
No new features on prior interim releases.
New for Prior Releases: State
No new features on prior interim releases.
State E-file
None addressed on prior releases.
Closed Federal Issues on Prior Releases
E-file
18-7.5F We added two e-file rejects related to Form 1041, lines 24 and 25f related to 965.
Form 114
18-7.5F On Form 114, ApprovalOfficialSignatureDateText in the XML schema now generates today's date instead of the hard-coded date of 20171111.
18-7.5F On Form 114, only lines 34-43 now print on Part IV when the signature authority is held over 25 or more accounts, per instructions.
18-7.5F Form 114 now prints with 990-T returns.
Form 461
18-8.1F Form 461 is no longer relevant due to the CARES Act. Excess business loss amount is computed but no longer flows to Form 1041, line 8.
18-7.5F On Form 461 AMT, line 5, the AMT income for rental activity now calculates correctly.
Form 965
18-7.5F Form 965 for Form 5227 now prints correctly for pass-through entities.
Form 965-A
18-7.1F Form 965-A, Part I now generates data in the XML correctly when a return has data on this section for column E, not K.
Form 990T
18-7.1F We corrected the misspelling on the statement for Page 1, line 5.
18-7.1F The statement for Page 1, line 5 now subtotals.
18-7.1F On Schedule M, the total no longer generates an amount on line 28 when Schedule M is not present.
Form 1041
18-7.1F On the Form 1041, Schedule C vehicle expense/actual vehicle expense worksheet, line 16 now includes the gasoline expense.
18-7.1F On Form 1041, REIT/PTP income activity details no longer overlap in print.
18-7.1F Real Estate Taxes are no longer limited to $10,000 for Grantor Returns.
18-7.1F The 1041 beneficiary allocation now includes Form 8992 income.
18-7.1F The §1231 Passive Activity description now prints for the ESBT Other Deductions.
18-7.1F The 1041 QBI aggregation statement now prints all activities.
18-7.1F On the 1041 REIT activity details, the REIT allocation to each activity now computes correctly.
18-7.1F Form 1041, Schedule I, line 15 no longer calculates the passive adjustment for grantor returns.
18-7.1F On Form 1041, Schedule E, the other deduction at risk carryover is now included in the Schedule E income allocation to the beneficiary.
Form 1116
18-7.5F The Form 1116 attachment for ExplanationTXT for the XML schema is now generated when the Federal e-file enable box is not checked.
18-7.1F The Form 1116 951A AMT statement for Foreign Income Net Adjustment Statement now generates.
Form 2210
18-8.1F Per IRS guidance, 2018 is to follow 2019 2210 instructions for Page 4, Schedule AI, lines 4, 9, and 11. Page 4 of 2210 computations have been changed, but per the IRS, the 2018 form will not change. To get this change, the IRS Page 4 must be used instead of the 1041 specific annualized installment in-house worksheet. The option under Organizer > Estimates and Penalties > Underpayment Penalty > Miscellaneous Options & Overrides > Print of page 4 of Form 2210 instead of 1041 specific annualized installment worksheet must be selected.
Form 6198
18-7.1F On Form 6198, line 2a, gains are now nonpassive when the activity is fully disposed.
Form 8621
18-8.5F We added data dictionary for name and tax year of foreign corporation, PFIC or QEF, and description of each class of shares held by the shareholder.
Form 8886
18-7.1F On Form 8886, Page 1, line C, the Initial Year Filer check box now generates correctly.
Form 8938
18-8.5F We added data dictionary.
18-7.1F Form 8938 e-file now generates correctly.
Form 8949
18-7.5F On Form 8949, box F, column H, the total amount now hides commas if there are more than eight (8) digits.
Form 8990
18-7.1F On Form 8990, Page 3, Schedule A, line 43, the EIN now populates for Publicly Traded Partnerships.
Schedule I
18-8.1F Line 21, adjustment from Form 461, no longer calculates due to the CARES Act.
Closed State Issues on Prior Releases
Arizona
18-7.1F The Arizona reject diagnostic no longer generates incorrectly for a simple trust.
18-7.1F Form 41, Schedule E, Page 1, line 4 now populates with the Arizona royalties amount instead of the federal amount.
California
18-7.1F The California ESBT tax computation worksheet now prints the ESBT credit from California.
Colorado
18-7.1F Form 105, Schedule F, line 7 no longer generates a reject diagnostic when a return has a negative amount for this field.
Georgia
18-7.1F The Form 501 grantor return now generates the part year beginning and ending date for e-file.
Louisiana
18-7.1F Form R-10606 (Credit for Taxes Paid to Other States), Worksheet A, Column 7 computation now uses the correct percentage in the computation of the Louisiana tax on the other state income.
Maine
18-7.1F On Schedule 1 Fiduciary Adjustment, additions for nonresident municipal interest income now prints the correct amount on the attachment.
Maryland
18-8.4F We updated the due date to reflect the Maryland extended due date to 7/15/2020 for TY 2018 fiscal year filers returns, extensions, estimated taxes filing, and payment with due dates on or after 4/1/2020 and before 7/15/2020.
Massachusetts
18-7.5F Massachusetts now generates the fiduciary signature date correctly from the date the PIN is entered.
Michigan
18-7.5F Form MI-1041, Page 3, Schedule 3, line 42, column B, the fiduciary percentage of Michigan adjustments no longer generates in print and XML schema with only three (3) decimal places when four (4) are required.
18-7.1F Schedule NR (Nonresident Schedule) now correctly generates even when the return is a grantor type trust.
Minnesota
18-8.1F We updated Forms M2NC, M2SBNC, and KFNC due to the federal tax law changes from PL 116-94.
New York
18-7.1F New York Form IT-225 Subtraction code S-138 no longer includes state income taxes in the amount.
Rhode Island
18-7.1F Schedule W, line 16 now calculates correctly for K-1 Source Rhode Island tax withheld.
Virginia
18-7.5F On the Virginia Schedule K-1, the pass-through entity now generates an address for e-file.
Tax Application Release Notes and Resources/2018_1041_interim_prior_releases.htm/TY2021
Last Modified: 04/21/2021
Last System Build: 11/08/2021
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