1040 Individual Income Tax Enhancements
E-file
New Features and Options
We are adding a Paper File Date column on the Return tab to the 1040 E-file Info spreadsheet.
State Jurisdictions and Forms Now Available for E-file
New Hampshire
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New Hampshire Business Returns
Federal
Letters and Filing Instructions
We added the option to print TBD for the installment amounts on the estimated filing instruction.
New Forms
We are adding the following forms:
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Form 4720: Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code
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Form 8915-F: Qualified Disaster Retirement Plan Distributions and Repayments (replaces Form 8915-E)
Tax Defaults
We are adding a tax default option to allow different choices for the estimated tax rollover option.
Two-Year Comparison
We are adding a schedule to show income taxed at various tax brackets.
States
Alabama
We are adding a detail charitable carryover schedule for the state.
We are adding the following forms:
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Schedule ATP: Additional Taxes & Penalties
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Schedule HBC: First Time Second Chance Home Buyer Deduction
Arkansas
We are adding the following forms:
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Form AR 2441: Child and Dependent Care Expenses
California
We are adding marginal tax planning calculations and the effective tax rate in the Two Year Comparison.
We added the option to print TBD for the installment amounts on the estimated filing instruction.
We are adding the following form:
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Form 3913: Moving Expenses
Georgia
We are adding the following form:
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Form IND-CR 213: Adoption of a Foster Child Credit
Hawaii
We are adding a detail charitable carryover schedule for the state.
Kentucky
We are adding a detail charitable carryover schedule for the state.
New Hampshire
We are adding e-file for the New Hampshire Business Return.
North Carolina
We are updating the North Carolina K-1 Organizer to improve data flow.
RS Resources/1040_enhancements.htm/TY2021
Last Modified: 03/19/2020
Last System Build: 09/25/2022
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