1041 Interim Release Notes for 20-7.6F

Date of Release: 11/5/2021

* New for This Release: Federal
* New for This Release: State
* Open Issues: Federal
* Open Issues: State
* Closed Issues: Federal
* Closed Issues: State
* Prior Interim Releases

This document provides interim release notes and known issues for 1041, version 20-7.6F. This also includes cumulative addressed issues for prior interim updates to the 20-7F release.

Important Information

Click these links for important information on using the system:

attaching PDFs as e-file attachments when you get an error message
freeing returns
disabling autofill in the browser

New for Tax Year 2020

Web Organizer

For the tax applications, you will experience changes that we have made to update the screens for a more standardized and modern look and feel. The navigation, screen locations, and data entry are all the same.

Differences between Web Organizer and Classic Organizer

After you delete a navigation node item, you will see a blank screen on the right.

When you right-click and select Related Items, the Web Organizer shows only actionable items. The Classic Organizer showed items even if you could not navigate to the landing page.

You have the option to send feedback. Go to the Help menu and select the feedback option to send an email with specific screen information from the server. This will help us better understand your feedback.

You only need to single-click to open a folder on the navigation tree. Double-clicking is no longer necessary.

FileCabinet CS Integration

We will not support integration with FileCabinet CS for Tax Year 2020 and subsequent tax years.

New for This Release: Federal

Forms Status

View the list of federal forms at this URL:
https://www.riahelp.com/html/2020/reports/fedforms/1041_Federal_Form_Status.pdf

New for This Release: State

State Releases

Please see the information on state release status at Home > State Availability > 1041 in the RS Browser.

Open Issues: Federal

Please see Customer Center for up-to-date information on post-release known issues.

Form 1041

The print for the Form 1041 See Statement link does not function properly.

Form 1041-QFT

We are working to add entity type 1041-QFT to the Entity Type drop-down selection box on Organizer > General Information > Basic Return Information > Entity Information > Entity Type.

Form 4952

Form 4952 whitepaper encounters an alignment issue when the investment interest category spans a page break.

Form 6781

We are working to update Form 6781, Section 1256 Gain / Loss attachment to correctly print the gain or loss amount.

Form 8990

Form 8990, Page 3, Schedule A, Columns H and I do not print on the same page as other Schedule A columns.

Open Issues: State

Please see Customer Center for up-to-date information on post-release known issues.

Michigan

We are working to update Form MI-1041D to allow Michigan nonresidents to specify which capital gain transactions are taxable in Michigan.

We are working to include capital transactions marked as Other in the Organizer on the MI-1041D.

Closed Issues: Federal

Amended Returns

20-7.6F The Form 1041, line 26 diagnostic no longer triggers in error for amended returns.

Interest Income

20-7.6F Interest Income now prints detail when the net interest amount is zero.

Closed Issues: State

Georgia

20-7.6F Form GA-8453F, Part I, line 5 now populates for amended returns.

Montana

20-7.6F We added the print of Pages 2 and 3 of Form FID-3 when 5227 applies.

Tax Application Release Notes and Resources/2020_1041_interims.htm/TY2021

Last Modified: 11/08/2021

Last System Build: 11/08/2021