TaxAct 2016 Software Update Information

For Individual 1040 (Released May 10, 2017)

Update:

• General bug fixes and performance improvements

For Individual 1040 (Released April 26, 2017)

Update:

• A modification was made to Schedule A (Form 1040NR) - Itemized Deductions to limit total deductions when income is over a certain threshold.

For Individual 1041 (Released April 26, 2017)

Update:

• A modification was made to Schedule I, line 32 to limit the amount to a minimum of 0.

For Individual 1040 and 1041 (Released April 11, 2017)

Update:

• General bug fixes and performance improvements

For Individual 990 (Released April 11, 2017)

Update:

• Modification made to Part VIII of Form 990-PF to include all officers.

For Individual 1040 (Released April 4, 2017)

Update:

• Modification made to Form 1040-NR direct deposit condition for Prep Letter so it correctly indicates the direct deposit method chosen

For Individual 1041 (Released April 4, 2017)

Update:

• General bug fixes and performance improvements

For Individual 1040

Update:

• A modification was made to Publication 590-B, Worksheet 1-1 calculation if the IRA distribution was not fully taxable

For Partnership–LLC 1065

Update:

• Added Final Form Releases

Form Releases:

• FinCEN Form 114 — Report of Foreign Bank and Financial Accounts

For S Corporation 1120S

Update:

• Added Final Form Releases

Form Releases:

• FinCEN Form 114 — Report of Foreign Bank and Financial Accounts

For C Corporation 1120

Update:

• Added Final Form Releases

Form Releases:

• FinCEN Form 114 — Report of Foreign Bank and Financial Accounts

For Individual 1040

Update:

• Added Final Form Releases
• A modification was made to Form 8880 - Credit for Qualified Retirement Savings Contribution if filing a joint return and only one spouse qualifies for the credit.

Form Releases:

• FinCEN Form 114 — Report of Foreign Bank and Financial Accounts

For Preparer 1040

Update:

• Added Final Form Releases
• A modification was made to Form 8880 - Credit for Qualified Retirement Savings Contribution if filing a joint return and only one spouse qualifies for the credit.

Form Releases:

• FinCEN Form 114 — Report of Foreign Bank and Financial Accounts

For AL 1040

Update:

• Corrected a calculation on Schedule AATC Part III to include line 13 in the total of line 20.

For AL 1040

Update:

• Modified electronic filing alerts for Alabama state issued ID to allow for correct format.
• Modified calculations of Federal wages used on AL Form 40NR when the state code in box 15 of the W-2 is not "AL".

For ME 1040

Update:

• Corrected child tax credit calc for non-residents.

For Preparer 1041 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For Individual 1041 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For Partnership–LLC 1065 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For S Corporation 1120S (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For C Corporation 1120 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For Individual 1040 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For Preparer 1040 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For Preparer 1040 (Released February 14 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 4255 — Recapture of Investment Credit

For AL 1040 (Released February 14, 2017)

Update:

• Added masking of taxpayer and spouse Driver's License information that is printed on page 2 of the Form 40 and Form 40NR.
• Adjusted Electronic Filing Alerts for Driver's License numbers to account for an Alabama state issued ID being either 7 or 8 digits.
• Turned on the following forms for printing: Form 40NR, Form 2210AL, Schedule OC, Schedule AAC, Schedule AATC, and Schedule NTC.

For CA 1040

Update:

• Corrected 540-ES printed tax year
• Updated Form 5805 Side 2 Line 11 rate per CA form update
• Removed expired Human Trafficking Contribution

For CA 1120

Update:

• Updated Form 5806 for state form changes

For CA 1120S

Update:

• Updated Form 5806 for state form changes

For LA 1040

Update:

• For Federal Form 1040NR filers, removed disqualifaction and users can now e-file their Louisiana returns.
• Minor bug fixes

For MA 1040

Update:

• Corrected tax year in scan line of Form PV and M-4868.

For ME 1040

Update:

• Corrected Print placement on Sch I line 2f.

For NJ 1040

Update:

• Minor bug fixes

For OH 1040

Update:

• Now allowing Westerville returns with a refund to be e-filed.
• Made a change to allow negative numbers on CCA Form 120-16-IR, line 9, column 8.
• Added alert for RITA to require same date for direct debit and estimated payments.

For Preparer 1041 (Released January 30 , 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 7004 — Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8868 — Application of Extension of Time to File an Exempt Organization Return
• 8896 — Low Sulfur Diesel Fuel Production Credit
• 8912 — Credit to Holders of Tax Credit Bonds
• 8941 — Credit for Small Employer Health Insurance Premiums

For Individual 1041 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 7004 — Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8868 — Application of Extension of Time to File an Exempt Organization Return
• 8896 — Low Sulfur Diesel Fuel Production Credit
• 8912 — Credit to Holders of Tax Credit Bonds
• 8941 — Credit for Small Employer Health Insurance Premiums

For Partnership–LLC 1065 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 7004 — Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8941 — Credit for Small Employer Health Insurance Premiums

For S Corporation 1120S (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 7004 — Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8941 — Credit for Small Employer Health Insurance Premiums

For C Corporation 1120 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 2220 — Underpayment of Estimated Tax By Corporations
• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 7004 — Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8941 — Credit for Small Employer Health Insurance Premiums

For Individual 1040 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification was made to Form 5405 - Repayment of the First-Time Homebuyer Credit if the home was converted to a rental or business or sold to a related person.
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 1040-ES — Estimated Tax for Individuals
• 1040-ES (NR) — U.S. Estimated Tax for Nonresident Alien Individuals
• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8896 — Low Sulfur Diesel Fuel Production Credit
• 8912 — Credit to Holders of Tax Credit Bonds
• 8941 — Credit for Small Employer Health Insurance Premiums

For Preparer 1040 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification was made to Form 5405 - Repayment of the First-Time Homebuyer Credit if the home was converted to a rental or business or sold to a related person.
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 1040-ES — Estimated Tax for Individuals
• 1040-ES (NR) — U.S. Estimated Tax for Nonresident Alien Individuals
• 3468 — Investment Credit
• 6765 — Credit for Increasing Research Activities
• 8835 — Renewable Electricity, Refined Coal, and Indian Coal Production Credit
• 8896 — Low Sulfur Diesel Fuel Production Credit
• 8912 — Credit to Holders of Tax Credit Bonds
• 8941 — Credit for Small Employer Health Insurance Premiums

For Tax Exempt Organizations 990 (Released January 30, 2017)

Update:

• Added Final Form Releases
• A modification has been made due to an IRS clarification, assets placed in service after 2015 electing not to have any special depreciation apply will not be subject to any AMT adjustment for depreciation.

Form Releases:

• 990-PF — Return of Private Foundation or Section 4797(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
• 990-T — Exempt Organization Business Income Tax Return
• 990-W — Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations
• 2220 — Underpayment of Estimated Tax By Corporations
• 8868 — Application of Extension of Time to File an Exempt Organization Return

For AL 1040 (Released January 30, 2017)

Update:

• Added Alerts to comply with Alabama's requirement that driver's license/state ID information must be entered on an electronically filed return
• Modified the calculation of taxable Alabama wages reported on a Part-Year Resident return
• Turned on Forms 40, 40V, 40ES, Schedule W-2 and Schedule HTC for printing

For AR 1040

Update:

• Disallow direct deposit of state refund to DIY IRA

For AR 1065

Update:

• Update math for AR balance sheet to match fed balance sheet.

For CA 1040

Update:

• Correct print of column 3 on form 3596
• Correct EIC credit amounts pulling from table

For CA 1041

Update:

• Corrected 541-ES printed tax year
• Corrected Form 541 Page 2 Form ID number
• Updated Form 5805 Side 2 Line 11 rate per CA form update
• Removed expired Human Trafficking Contribution

For CA 1120

Update:

• Removed "Do Not File" water marks from Form 3885

For CA 1120S

Update:

• Allow more than 3 K-1s received with Rental income

For CA 1065

Update:

• Allow more than 3 K-1s received with Rental income

For GA 1040

Update:

• Minor bug fixes

For HI 1040

Update:

• Minor bug fixes

For LA 1040

Update:

• Turned on Print for all remaining forms

For MA 1040

Update:

• Added alert for missing dependent SSN
• Corrected alert for foreign address on Schedule E

For MA 1065

Update:

• Allow E-file for extension pmt

For MA 1120

Update:

• Removed Do Not File watermarks from Schedule F

For MA 1120S

Update:

• Removed Do Not File watermarks from Schedule F

For ME 1040

Update:

• Turned on print for 2210
• Adjusted calc of Education opportunity credit to not allow both refundable and nonrefundable

For MI 1040

Update:

• Added alert and text to help reduce the number of returns submitted with 365 days listed instead of 366 days on the Form 1040CR-7.
• Limited line 6 of schedule RZ for the common form return to zero.
• Rounded capital gains transferred to Michigan return from Form 1099-DIV.
• Added alert for Detroit Form 5118 to prevent returns being submitted with other additions or subtractions and no description.

For MT 1065

Update:

• Adjusted resident K-1 calc when apportionment is 100%

For MT 1120S

Update:

• Adjusted resident K-1 calc when apportionment is 100%

For NJ 1040 (Released January 30, 2017)

Update:

• Updated the annual interest rates on the Form NJ-2210 - Underpayment Interest Calculation Worksheet.
• Removed "Do Not File" water marks from Form NJ-1040.
• Removed "Do Not File" water marks from Form NJ-1040NR.

For NJ 1120

Update:

• Fixed the crash in the Professional program when the Filing instructions and Return where being printed together.

For NJ 1120S

Update:

• Fixed the crash in the Professional program when the Filing instructions and Return where being printed together.

For NY 1040 (Released January 30, 2017)

Update:

• A change was made to only report 414(h) contributions and state exempt interest (entered on W-2) on main form and removed from Form IT-225.
• A change was made to the alert for NYS pension subtraction (this was falsely triggering in previous release)
• A change was made to the Form IT-360.1 to remove interview errors when users weren't creating the form through the interview (modified create).

For OH 1040 (Released January 30, 2017)

Update:

• Added new RITA cities (Madison Village, Northfield Village, and Norwalk).
• Updated Johnston credit factor and rate (RITA).
• Turned on the following forms for printing: Form IT-1040, Schedule A, Schedule of Credits, Schedule J, Form IT-10, Form IT-BUS and Form SD 100.

For PA 1040

Update:

• Removed "Do Not File" water marks from Form REV-414

For PA 1041

Update:

• Updated 1D barcode on Sch K-1's

For RI 1120

Update:

• On payment vouchers, changed math to only print beginning and ending of year date when it is a fiscal year return
• Other minor bug fixes

For RI 1120S

Update:

• On payment vouchers, changed math to only print beginning and ending of year date when it is a fiscal year return
• Other minor bug fixes

For RI 1065

Update:

• On payment vouchers, changed math to only print beginning and ending of year date when it is a fiscal year return
• Other minor bug fixes

For SC 1040

Update:

• Allow e-file of Form 2210

For UT 1065

Update:

• Adjusted K-1 calc to pull from federal K-1 instead of federal K, to save federal special allocation elections.

For VA 1040 (Released January 30, 2017)

Update:

• Corrected printing of Amended on Form 760.
• Corrected printing of Driver's License number and date of issue on Form 760PY.
• Adjusted Electronic Filing Alerts for Driver's License information to not allow foreign for the state of issue.

For VA 1120S

Update:

• Added electronic filing alert to require the Officer social security number.

For VA 1065

Update:

• Added electronic filing alert to require the Officer social security number.

For VT 1120S

Update:

• Turned on the following forms for printing: Form BI-471, Form BI-476, Form BI-472, Form BI-473, Form BA-402, Form 404, Form BA-406, and Form K-1VT.

For VT 1120

Update:

• Turned on the following forms for printing: Form CO-411, Form CO-414, Form BA-402, and Form BA-404.

For VT 1065

Update:

• Turned on the following forms for printing: Form BI-471, Form BI-476, Form BI-472, Form BI-473, Form BA-402, Form 404, Form BA-406, and Form K-1VT.

For WI 1040

Update:

• Corrected calculation on determining if the user qualifies for Form 1A.
• Increased the number of Schedule FC-A a user can complete
• Other minor bug fixes

For Preparer 1041 (Released January 17 , 2017)

Update:

• Added Final Form Releases

Form Releases:

• 1041-A — U.S. Information Return Trust Accumulation of Charitable Amounts
• 3800 — General Business Credit
• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8864 — Biodiesel and Renewable Diesel Fuels Credit
• 8900 — Qualified Railroad Track Maintenance Credit
• 8908 — Energy Efficient Home Credit
• 8910 — Alternative Motor Vehicle Credit
• 8911 — Alternative Fuel Vehicle Refueling Property Credit
• 8933 — Carbon Dioxide Sequestration Credit
• 8936 — Qualified Plug-In Electric Drive Motor Vehicle Credit

For Individual 1041 (Released January 17, 2017)

Update:

• Added Final Form Releases

Form Releases:

• 1041-A — U.S. Information Return Trust Accumulation of Charitable Amounts
• 3800 — General Business Credit
• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8864 — Biodiesel and Renewable Diesel Fuels Credit
• 8900 — Qualified Railroad Track Maintenance Credit
• 8908 — Energy Efficient Home Credit
• 8910 — Alternative Motor Vehicle Credit
• 8911 — Alternative Fuel Vehicle Refueling Property Credit
• 8933 — Carbon Dioxide Sequestration Credit
• 8936 — Qualified Plug-In Electric Drive Motor Vehicle Credit

For Partnership–LLC 1065 (Released January 17, 2017)

Update:

• Added Final Form Releases

Form Releases:

• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6765 — Credit for Increasing Research Activities
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8910 — Alternative Motor Vehicle Credit

For S Corporation 1120S (Released January 17, 2017)

Update:

• Added Final Form Releases

Form Releases:

• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6765 — Credit for Increasing Research Activities
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8910 — Alternative Motor Vehicle Credit

For C Corporation 1120 (Released January 17, 2017)

Update:

• Added Final Form Releases

Form Releases:

• 3800 — General Business Credit
• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6765 — Credit for Increasing Research Activities
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8827 — Credit for Prior Year Minimum Tax - Corporations
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8910 — Alternative Motor Vehicle Credit

For Individual 1040 (Released January 17, 2017)

Update:

• Added Final Form Releases
• A modification was made to Form 8962 - Premium Tax Credit if you had excess advance premium tax credit and a need to make a repayment.

Form Releases:

• 1040-NR — U.S. Nonresident Alien Income Tax Return
• 1040-NR-EZ — U.S. Income Tax Return for Certain Nonresident Aliens with No Dependents
• 3800 — General Business Credit
• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8621 — Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8854 — Initial and Annual Expatriation Statement
• 8864 — Biodiesel and Renewable Diesel Fuels Credit
• 8900 — Qualified Railroad Track Maintenance Credit
• 8908 — Energy Efficient Home Credit
• 8910 — Alternative Motor Vehicle Credit
• 8911 — Alternative Fuel Vehicle Refueling Property Credit
• 8933 — Carbon Dioxide Sequestration Credit
• 8936 — Qualified Plug-In Electric Drive Motor Vehicle Credit

For Preparer 1040 (Released January 17, 2017)

Update:

• Added Final Form Releases
• A modification was made to Form 8962 - Premium Tax Credit if you had excess advance premium tax credit and a need to make a repayment.

Form Releases:

• 1040-NR — U.S. Nonresident Alien Income Tax Return
• 1040-NR-EZ — U.S. Income Tax Return for Certain Nonresident Aliens with No Dependents
• 3800 — General Business Credit
• 5884 — Work Opportunity Credit
• 6478 — Biofuel Producer Credit
• 6781 — Gains and Losses from Section 1256 Contracts and Straddles
• 8621 — Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
• 8844 — Empowerment Zone Employment Credit
• 8845 — Indian Employment Credit
• 8846 — Credit for Employer Social Security and Medicare Taxes Paid on Certain Employer Tips
• 8854 — Initial and Annual Expatriation Statement
• 8864 — Biodiesel and Renewable Diesel Fuels Credit
• 8900 — Qualified Railroad Track Maintenance Credit
• 8908 — Energy Efficient Home Credit
• 8910 — Alternative Motor Vehicle Credit
• 8911 — Alternative Fuel Vehicle Refueling Property Credit
• 8933 — Carbon Dioxide Sequestration Credit
• 8936 — Qualified Plug-In Electric Drive Motor Vehicle Credit

For AL 1040 (Released January 17, 2017)

Update:

• A modification has been made to the withholding calculation on Form 40 and Form 40NR.

For AL 1120

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For AL 1120S

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For AL 1065

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For AL 1041

Update:

• Adjustment made to prevent e-filing of only an Alabama return. Alabama requires that the federal return be electronically filed with the Alabama return.

For AR 1040

Update:

• SE worksheet changed to pull non-market place premiums.

For AR 1065

Update:

• Turned on print for FTR

For AR 1120S

Update:

• Turned on print for FTR

For AR 1120

Update:

• Turned on print for FTR

For AZ 1040

Update:

• For Form 221, Fixed issue with Part A Question 1 Checkbox
• Minor bug fixes

For CA 1040

Update:

• Turned on Print for the following forms. 540X, 568, 5805, Sch D-1, 593, 8453-LLC, 3805V, Sch P, Sch P(NR), 540, 3514, 3547, 3596, 3885, Sch CA, Sch CA(NR), Sch D, Sch D(NR), 540 2EZ, 540NR, 8453, 8453OL, 8455, 8879, Sch W-2
• Added Olympic prize money to other adjustments worksheet
• Made adjustment to non-cash charitable deductions adjustment for 1040NR filers.

For CA 1065

Update:

• Turned on Print for the following forms. 565, Sch K-1, Sch D, 3537, Sch R, 592-A, 592-F

For CA 1120

Update:

• Turned on Print for the following forms. Sch R, Sch P, 100X, 3539, 3805Q

For CA 1120S

Update:

• Turned on Print for the following forms. Sch R, 100X, 3539, Sch D, Sch K-1
• Correct 8453-C reverse print of routing and acct # for direct withdrawal.

For CA 1041

Update:

• Removed income tax from taxes paid calculation

For DC 1040 (Released January 17, 2017)

Update:

• Modified calculation of Low Income Credit when AGI is above federal filing requirements.
• Modified calculation of DC EIC when taxpayer age is over 65.

For DC 1120

Update:

• Updated printing on Schedule F to allow for amounts over $9,999,999.

For DC 1120S

Update:

• Updated printing on Schedule F to allow for amounts over $9,999,999.

For FL 1120S (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from all forms

For FL 1120 (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from all forms

For GA 1040 (Released January 17, 2017)

Update:

• A modification has been made to the Income and Withholding on Income Statement Details Worksheets (Form W-2's and 1099's) to round income and withholding from Form W-2's and 1099's.
• Added final instructions for Form 500 and Form 500X

For GA 1041 (Released January 17, 2017)

Update:

• Removed qualification for e-file approval.

For GA 1065

Update:

• Turned E-File on

For GA 1120

Update:

• Turned E-File on

For GA 1120S

Update:

• Turned E-File on

For HI 1040 (Released January 17, 2017)

Update:

• A modification has been made to the Itemized Deductions Worksheet A-3 (full year residents) to include mortgage insurance premiums in the total.

For HI 1065

Update:

• For Form N-301, fixed the print issue where the room or suite number wasn't printing.
• For Form HI-4562, adjusted the print trigger
• Other minor bug fixes

For HI 1120

Update:

• For Form N-301, fixed the print issue where the room or suite number wasn't printing.
• For Form HI-4562, adjusted the print trigger
• Other minor bug fixes

For HI 1120S

Update:

• For Form N-301, fixed the print issue where the room or suite number wasn't printing.
• For Form HI-4562, adjusted the print trigger
• Other minor bug fixes

For IA 1040

Update:

• Corrected column C of spouse copy of Form IA 148 to pull amount from spouse copy of form IA 134, when applicable.
• Corrected printing of the text for the line description of the IA 529 amount on the Other Adjustments worksheet.

For IN 1040 (Released January 17, 2017)

Update:

• Released approved print forms: IT-40, IT-40-PNR, IT-40X, IT-9, IT-40ES, Sch IN-EDGE, Sch IN-EDGE-R, Sch IN-H, IT-8879, IT-8453OL, PFC-IND.

For KY 1040

Update:

• AMEX not allowed for first time filers
• Adjusted calcs for 1040NR and KY resident filers.

For KY 1120

Update:

• Removed "Do Not File" water marks from Form 720ES & 41A720SL

For KY 1120S

Update:

• Removed "Do Not File" water marks from Form 720ES & 41A720SL

For KY 1065

Update:

• Removed "Do Not File" water marks from Form 720ES, 41A720SL, & 40A102

For LA 1040 (Released January 17, 2017)

Update:

• A modification has been made to Form 540B, Line 14 (Tax Liability after Nonrefundable Priority 1 Credits) to not allow the number to go negative and users may now print Form IT-540 and Schedule R-10611.

For LA 1120

Update:

• Approved for e-file
• Turned on Print for the following forms: CIFT-620ES, LA 8453C, R-6004 and CIFT-620

For LA 1120S

Update:

• Approved for e-file
• Turned on Print for the following forms: CIFT-620ES, LA 8453C, R-6004 and CIFT-620

For MA 1040

Update:

• Turned on print for the following forms. 1, 1-NR/PY, 1-ES, Sch B, Sch C, Sch CB, Sch D, Sch E, Sch E-1, Sch E-2, Sch E-3, Sch EC, Sch EOAC, Sch HC, Sch HC-CS, Sch NTS-L-NR/PY, Sch R/NR, Sch INC, Sch LP, Sch RFC, Sch SC, Sch XY, Sch DI, 2210, 4868, PV, CA-6, CRS, CMS, OJC
• Removed deceased spouse check for non-MFJ filers
• Corrected spouse name on Form 1 and Form 1-NR/PY
• Corrected Schedule INC for 1099-R state distributions
• Updated 2017 underpayment penalty rate

For MA 1120S

Update:

• Turned on print for the following forms. 355S, 355-ES, 355-7004, Sch NOL, Sch M-1, Sch S, Sch SK-1, 2220, Sch CSM, Sch CRS
• Corrected Line 6 tax rate
• Turned on E-file

For MA 1120

Update:

• Turned on print for the following forms. 355, 355-ES, 355-7004, Sch NOL, Sch M-1, 2220, Sch CSM, Sch CRS
• Corrected Line 6 tax rate
• Correct 355-ES address print
• Turned on E-File

For MA 1065

Update:

• Turned on Print for the following forms. 3, Sch 3K-1, 8453P, 8736
• Corrected Line 6 tax rate
• Turned on E-File

For MA 1041

Update:

• Removed Do Not File from following forms: Form 2, Sch 2K-1, Sch B, Sch B/R, Sch D, Sch E & F, Sch H, Sch IDD, Form 2210F, Form 2-ES, Form 2-PV, Form 8453F, Form 8736
• Turned on E-file

For ME 1040 (Released January 17, 2017)

Update:

• A modification has been made to the Credit for Educational Opportunity on Maine Schedule A, Line 13.

For ME 1120

Update:

• Removed "Do Not File" water marks from Form 1120 ME

For MI 1040 (Released January 17, 2017)

Update:

• Corrected an issue with direct deposit information printing on the MI Form 1040.
• Turned on the following forms for printing: Form MI - 1040CR - 7, Form Tribal 4013, Form 4, Form MI-1040CR-5, Form 8949, Form 5123, and Common Form City Return.

For MS 1120

Update:

• E-file approval

For MS 1120S

Update:

• E-file approval

For MS 1065

Update:

• E-file approval

For MT 1120S

Update:

• Turned on E-File

For MT 1065

Update:

• Turned on E-File

For NC 1065

Update:

• Approved for E-file
• Add disqualification for Form 478 Series (TaxAct limitation)
• Other minor bug fixes

For NC 1120

Update:

• Approved for E-file
• Add disqualification for Form 479, Annual Report (NCDOR limitation)
• Add disqualification for Form 478 Series (TaxAct limitation)
• Other minor bug fixes

For NC 1120S

Update:

• Approved for E-file
• Add disqualification for Form 479, Annual Report (NCDOR limitation)
• Add disqualification for Form 478 Series (TaxAct limitation)
• For nonprofit/tax exempt organization, adjusted the calculations to stop franchise tax
• Other minor bug fixes

For ND 1120S

Update:

• Corrected printing of SSN/EIN that was being cut-off in column 2 of Schedule KS.

For ND 1065

Update:

• Corrected printing of SSN/EIN that was being cut-off in column 2 of Schedule KP.

For NE 1120

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For NE 1120S

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For NE 1065

Update:

• Turned on electronic filing. All forms can now be electronically filed.

For NH 1040

Update:

• Turned on the following forms for printing: Form BT-EXT, Form BT - Summary, Form DP-10, Form DP-10-ES, Form DP-59-A, Form NH-1040, Form NH-1040-ES, and Form NH-PYT.

For NH 1065

Update:

• Turned on the following forms for printing: Form BT-EXT, Form BT - Summary, Form BET-80, Form NH-1065, Form NH-1065-ES, Form DP-80, Form DP-132 and Form DP-160.

For NH 1120S

Update:

• Turned on the following forms for printing: Form BT-EXT, Form BT - Summary, Form BET-80, Form NH-1120, Form NH-1120-ES, Form DP-80, Form DP-132, Form DP-160 and Form DP-120.

For NJ 1040 (Released January 17, 2017)

Update:

• Corrected reporting issue in Pro Reports for submitted returns with a refund and indicating they are receiving a paper check
• Corrected calculations on Form NJ-2450, Lines 5 and 6. The amounts are now being rounded.
• Add an alert for missing the date the partner interest began in the partnership on Schedule NJK-1 (Form NJ-1065).
• Removed "Do Not File" water marks from Form NJ-630.

For NJ 1120

Update:

• Removed "Do Not File" water marks from Form CBT-100 and Form CBT-100-V.

For NJ 1120S

Update:

• Removed "Do Not File" water marks from Form CBT-100S.

For NJ 1041

Update:

• Approved for E-file
• Removed "Do Not File" water marks from Form NJ-1041 and Form NJ-1040-ES.

For NY 1040 (Released January 17, 2017)

Update:

• A modification has been made to the tax rate calculation for head of household filers with taxable income between $32,001 and $106,950.

For OH 1040 (Released January 17, 2017)

Update:

• Ohio Common Form City returns can now be printed and e-filed.
• OHIO RITA City returns Form 37 can now be printed and e-filed.
• Modified calculation on line 11 of the Ohio IT BUS to not allow a negative amount.
• Turned on the following forms for printing: Form IT-2210, Form IT NRC, Form IT NOL, and Form IT DA.

For OH 1065

Update:

• Added back Guaranteed Payments to the Schedule K-1.
• Added back option to exclude investor from 8.5% rate.

For OH 1120S

Update:

• Added back Guaranteed Payments to the Schedule K-1.
• Added back option to exclude investor from 8.5% rate.

For OK 1040 (Released January 17, 2017)

Update:

• Turned on the following forms for printing: Form 511, Form 511CR and Form 511NR.

For OR 1040

Update:

• Turned Print on for all remaining forms
• Modified calculations and Interview for Schedule OR-ASC, OR-ASC N/P - Other Subtractions Worksheet
• Modified calculations for Schedule OR-WFHDC, Line 25 and Schedule OR-WFHDC-NP, 25

For OR 1120S (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from all forms

For OR 1120 (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from all forms

For OR 1065 (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from all forms

For PA 1040

Update:

• Turned on print for the following forms REV-1630, Sch 19

For PA 1065

Update:

• Turned on E-file
• Made change for apportionment of zero to flow to face of return

For PA 1120S

Update:

• Turned on E-file
• Made change for apportionment of zero to flow to face of return

For PA 1041

Update:

• Removed "Do Not File" water marks from Form Rev-1630F & Rev-414F

For RI 1040

Update:

• Turned Print on for all remaining forms
• Fixed Calculations on Modification for Taxable Social Security Income Worksheet

For RI 1041

Update:

• Turned Print on for all remaining forms

For RI 1120

Update:

• Approved for E-file
• Turned Print on for all remaining forms

For RI 1120S

Update:

• Approved for E-file
• Turned Print on for all remaining forms

For RI 1065

Update:

• Approved for E-file
• Turned Print on for all remaining forms

For SC 1040

Update:

• Turned on print for the following forms. 2210, 1040X, 1040, 1040-ES, 1040TC, 1040V, 4868, I-319, I-330, Sch NR
• Made change to not allow negative income to be reported for earned income

For SC 1120

Update:

• Removed "Do Not File" water marks from Form SC1120, SC1120TC, & SC2220

For SC 1120S

Update:

• Removed "Do Not File" water marks from Form SC1120 & SC1120TC

For SC 1065

Update:

• Removed "Do Not File" water marks from Form SC1065 & SC8736

For SC 1041

Update:

• Removed Do Not File from estimated tax payments

For TX 1120

Update:

• E-filing Approval

For TX 1120S

Update:

• E-filing Approval

For TX 1065

Update:

• E-filing Approval

For TX 1041

Update:

• E-filing Approval

For UT 1040

Update:

• Disallow direct deposit of state refund to DIY IRA

For UT 1065

Update:

• Turned on Print for Sch N

For VA 1040 (Released January 17, 2017)

Update:

• Modified calculations on Form 760C to correctly give credit for 1st and 4th quarter estimated tax payments.
• Modified Professional version to allow e-filing of a zero refund/owe return.
• Modified calculation of the Part-Year Resident ratio to account for leap year.
• Turned on the following forms for printing: Form 760, Form 760ADJ, Schedule 760CR, Schedule FED, Schedule INC, Schedule OSC, Schedule VAC, Schedule VACS, Form 760PMT, Form 760PY INC, and Form 763-S.

For VA 1120 (Released January 17, 2017)

Update:

• Turned on the following forms for printing: Form 500, Schedule 500A, Schedule 500ADJ, Form 500C, Schedule 500CR, Schedule 500FED.
• Returns can now be electronically filed.

For VA 1065 (Released January 17, 2017)

Update:

• Turned on the following forms for printing: Form 502, Schedule 502A, Schedule 502ADJ, and Schedule VK-1.
• Returns can now be electronically filed.

For VA 1120S (Released January 17, 2017)

Update:

• Turned on the following forms for printing: Form 502, Schedule 502A, Schedule 502ADJ, and Schedule VK-1.
• Returns can now be electronically filed.

For VA 1041

Update:

• Updated print on VA Form 770 line 8 to print correctly.

For VT 1040 (Released January 17, 2017)

Update:

• Turned on the following forms for printing: Form IN-111, Schedule IN-112, Schedule IN-113, Form IN-114, Form IN-116, Schedule IN-117, Schedule IN-119, Form HS-122, Form PR-141, Schedule HI-144, Form IN-153, and Form IN-155.

For VT 1120

Update:

• Turned on electronic filing. All forms can now be electronically filed.
• Turned on print for the following forms: BA-403 and CO-422

For VT 1120S

Update:

• Turned on electronic filing. All forms can now be electronically filed.
• Turned on print for the following forms: BA-403, BI-470, and WH-435.

For VT 1065

Update:

• Turned on electronic filing. All forms can now be electronically filed.
• Turned on print for the following forms: BA-403, BI-470, and WH-435.

For WI 1040 (Released January 17, 2017)

Update:

• Corrected calculation on determining if the user qualifies for Form 1A.
• Corrected calculations on Form 1, Form 1A and Form 1NPR for amended returns and over payments applied to next year.

For WI 1120S

Update:

• Turned on E-file for Form PW-1
• Added an Alert to prevent Form PW-U form being e-filed.

For WI 1065

Update:

• Turned on E-file for Form PW-1
• Added an Alert to prevent Form PW-U form being e-filed.

For WV 1040 (Released January 17, 2017)

Update:

• Removed "Do Not File" water marks from Form IT-140ES.