1040 Interim Release Notes for 2021-7.5F

Date of Release: 11/1/2019

* New for This Release: Federal
* New for This Release: State
* Open Issues: Federal
* Open Issues: State
* Closed Issues: Federal
* Closed Issues: State

This document provides interim release notes and known issues for 1040, version 2021-7.5F.

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/2021/reports/fedforms/1040_Federal_Form_Status.pdf

New for This Release: State

State Releases

Please see the information on state release status at Home > State Availability > 1040 in the RS Browser.

Open Issues: Federal

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

Forms 8915-B/8915-C/8915-D

Forms 8915-B, 8915-C, and 8915-D were recently finalized by the IRS. These forms are still under development and will be made available in a future release.

Form 8915-E

We are aware of an issue with Part 4 of this form pertaining to the taking of a qualified distribution in a disaster area for the purchase of a main home.

Schedule K-1 QBI

Non-QBI losses (like pre-2018 losses) released in the current year and then suspended by another code section can become QBI losses if the sub-unit is subject to QBI.

Open Issues: State

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

South Carolina

We are aware of a print issue with Form SC1310 and will address it in a future release.

The following forms are under development and will be released in a future release:

Form TC-4
Form TC-4SA

Unemployment Compensation Exclusion

We are in the process of updating unemployment changes for those jurisdictions that have already issued guidance. We are also waiting for detail guidance from several states.

Closed Issues: Federal

Form 1045

20-7.1F We corrected print for Form 1045 WKST- Itemized Deduction Limitation, lines 10-12 to restore the proper print alignment.

Schedule B

20-7.1F We corrected an issue where the Section 871 statement regarding the nontaxability of interest for Nonresident Aliens did not print on Schedule B.

Closed Issues: State

Colorado

20-7.1F We updated print for Form 104CR so that it prints when there is a total in Column A.

Iowa

20-7.1F We corrected the print alignment on interest for Schedule B.

Minnesota

20-7.1F We updated Form M1SA, line 15 based on the latest Minnesota changes.

Mississippi

20-7.1F We corrected an issue where the Organizer override for line 48 did not flow to Form 80-205.

Tax Application Release Notes and Resources/1040_interims.htm/TY2021

Last Modified: 09/30/2021

Last System Build: 11/08/2021