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March

¡Product Update Available!

Discover what’s new in this update.

 

Individuals

482

  • Fixed the error when e-filing the return.

  • Adjusted validation for the SoFi National Bank Association routing number.

  • Updated the English PDF to display the correct date (Schedule D, Part 2).

  • Corrected the trust name field (480.6F).

  • Refined wording in Line 5 of Informative Form 480.6A.

  • Added validation for the case or concession number in Schedule M.

  • Added validation in Line 4 of 480.6C.

  • Validation added in Line 10 of Schedule D1 (Capital Gain Exempt under Law 2016-2011).

  • Added validation in Schedule C - Line 1D.

  • Enabled data entry in Schedule B2 - Part I - Column C.

  • Conditional validation added in Schedule H - Part II - Line 8.

  • Adjusted behavior when importing data into Schedule R1 - Line 3h.

  • Added validation in Schedule F for 1099R and married cases.

  • Added validation in Schedule M - Part 2 - Line 4 for alternate base column.

  • Fixed import behavior from 480.6EC into Schedule R1.

  • Corrected inverted trustor and trust name in print.

  • Fixed issues transferring data from 482 to 1040 or 1040SS (includes "Other Expenses").

  • General XML validation improvements.

  • Fixed print error in Schedule CH.

  • Adjusted SC6042 validation when importing into Schedule M.

  • Improved validation and behavior in Schedule R - Line 3f.

  • XML validation updated to skip sending Schedule C-AMT when Schedule O does not apply.

  • Return locking/unlocking validations working correctly.

  • General validations added across multiple schedules and cross-form transfers.

1040US

  • Updated Form 1040-ES with Spanish version.

  • Fixed data transfer in Schedule H - Part 3 - Line 25.

  • Fixed value transfer in Form 8582 - Schedule E - Line 22.

  • Validation fixed in Form 8582 - Columns b (Ratio).

  • Validation and value transfer corrected in Schedule 2.

  • Adjusted calculation in Line 29 of Form 8962.

  • Schedule 1 - Line 8z: Negative values now allowed.

  • Schedule 3 - Part 2 - Line 13(z): Validation adjusted.

  • Fixed computation for Line 12 when filing status is MFS.

  • Form 8888: XML error fixed.

  • Transfers from 482 adjusted to avoid duplicate values.

  • Schedule 2 - Line 2 Worksheet: Calculation corrected.

  • Form 6251: Adjusted amounts in the form.

  • Fixed print issue in Form 8582 (Page 2 Part 5).

  • Schedule B2: 1098T import enabled.

  • Form 8962 - Line 29: Calculation corrected.

  • Form 1116 - Part 3 - Line 20: Transfer error resolved.

1040SS

  • Form 8582 - Columns b (Ratio): Calculation fixed.

  • Schedule 1 - Line 8z: Negative values now allowed.

  • Schedule 2 - Worksheet calculation fixed.

  • Line 12 (MFS): Computation corrected.

  • Form 8888: XML error fixed.

  • Fixed issues transferring data from 482 to 1040SS.

Corporations

480.2

  • Schedule G - Page 2: Fixed print error.

  • Validation added in Schedule B - Part II - Line 2(c).

  • Validation in Schedule D1 - Columns E, F, and G.

  • Validation improvements in Part 5, Part 9, and Part VIII.

  • CPA seal number validation: Max length and hyphen handling corrected.

  • SC6042 fields: Duplicate alert behavior corrected.

  • Contributive rate now assigned automatically.

  • Column D calculation in Detail 22 corrected.

  • Schedule B - Page 1 - Line 2: Fields now activate when selecting "Yes."

  • Fixed sum calculation that previously skipped Line 11.

  • Fixed printing issue in Box 1.

  • Validation added in Schedule CI - Part 4 - Line 4.

  • CPA license number validations corrected.

  • Print speed/loading issues resolved.

  • Client data validation improved for print.

  • Fixed incomplete PDF import in Schedule CC.

  • Zip Code 00721 (Río Grande) now available.

  • Totals in Informative 6EC corrected.

  • Validation added in Line 25 (Gross Income).

  • Adjustments in withheld contribution fields.

480.2EC

  • Page 8 - Part 20 - Line 5d: CPA number validation corrected.

  • Part 10 - CPA seal number validation adjusted.

  • Part 9 - Line 2 validation updated.

  • Fixed conversion error using Trial Balance with Schedule CI.

  • Import of Form 480.6SP to Schedule B (PDF): Validation added.

  • SC6042: Behavior and alert validations improved.

  • Duplicate informative import validation corrected.

  • Validation in Schedule Z - SC6042 transfer updated.

  • Fixed infinite loading in Schedule Y print.

  • Schedule B behavior: Fields now show when “Yes” is selected.

  • General validation updates in multiple sections of the form.

Withholding

  • Validation added in Line 4 of Form 480.6C.

  • Print issue fixed in 480.6G and 480.7G (showing 2023).

  • SSN amendment import error in SURI (480.6SP): Fixed.

  • Specialist data import validation improved.

Other Improvements

AI Tax Helper

  • Adjustments to texts and validation logic.

W-2CPR

  • Fixed behavior when removing informative forms.

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