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June

Product Update Now Available!

Discover the latest improvements and enhancements included in this update!

 

Individual

482

  • Fixed an issue that prevented Form SC 6042 from being filed correctly.
  • Expanded Schedule O, Part 4, to allow users to add more than five rows of information.
  • Corrected the taxpayer and spouse selection on Schedule F to prevent the “Both” option from being selected incorrectly.
  • Adjusted the alternate basis calculation on Schedule L, Part 4, Line 2.
  • Corrected the transfer of amounts from Form 1099-R to Schedule IE.
  • Improved the handling of provisional Social Security numbers to prevent the system from automatically adding an incorrect letter.
  • Corrected the printing of foreign ZIP codes on Form 480.6C.
  • Updated the validations on the Schedule N questionnaire.
  • Fixed issues that prevented users from opening or completing certain sections of Schedule A.
  • Adjusted the transfer of information from Schedule G to Schedule D, Part 2, Line 9.
  • Corrected the printing of Form 480.7C so that the selection related to Keogh plans is properly reflected.

1040US

  • Removed automatic transfers that did not apply to Schedule 1-A, Part 3, Lines 14(a) and 14(b).
  • Enabled users to create more than two Forms 8889 when required by their tax situation.
  • Fixed an issue where the balance due from Form 1040-X was not displayed during the filing process.
  • Resolved errors that could occur during the filing steps for Forms 1040 and 1040-X.
  • Removed a validation that appeared incorrectly on Page 2, Line 25.
  • Corrected the calculation on Form 1116 AMT, Part 3, Line 19.

Informative Returns and Withholding

  • Corrected the transfer of information on Form 480.6F, Part 8, Line 1.
  • Adjusted the transfer of tax credits to Part 7, Line 17 of Form 480.6F.
  • Corrected the display of the trust and grantor names so that they appear in the appropriate fields.

Corporate

480.2EC

  • Fixed an on-screen error that occurred when completing Schedule B, Page 1, Part 1, Line 2.
  • Resolved an issue where the Form SC 6042 link remained loading from Page 4, Part 10, Line 31.
  • Corrected an error that could occur when preparing an amended return without entering additional details for the reason for amendment.
  • Adjusted the transfer conditions for Line 15 of Schedule IE.
  • Fixed an issue where an amount on Schedule IE, Part 2, Line 15 was not cleared correctly.
  • Updated the identification-type codes used when importing Social Security numbers from the Form 480.6EC Excel template.

480.2

  • Updated the reference used to transfer information to Line 5(c) of Schedule T.
  • Corrected validations related to Schedules E and EI.

480.3II / 480.30(II)

  • Fixed an issue when opening the Form SC 6045 link from Page 3, Part 7, Line 30.
  • Adjusted the accepted responses for Lines 24 and 24(a) on Page 3.
  • Corrected a validation on Line 26 that appeared without a clear description.
  • Resolved errors that could prevent the return from being electronically filed.
  • Corrected the printing of the owner and entity information on Form 480.6EC.
  • Adjusted the question related to international banking entity operations on Schedule L, Part 2, Line 5.
  • Reviewed the validation of the Certified Public Accountant license number.
  • Updated the validations on Schedule K, Part 4, Line 6.
  • Fixed an issue where the field on Schedule L, Part 1, Line 4(b) became locked when using the Trial Balance.
  • Adjusted the return conversion process to prevent manual selections from Schedule A and Schedule D1 from being transferred automatically.
  • Corrected a validation related to the refund on Page 1, Line 1.
  • Adjusted the validations on Schedules L and M, Part 2, Line 11.
  • Corrected additional validations on Schedule L, including Line 9 and the applicability rules for Schedule L1.
  • Corrected the total on Page 1, Line 4 so that it properly includes the amount reported on Line 3(c).

480.7OE

  • Corrected the calculation on Schedule P.
  • Added a validation to Page 6, Part 7, Line 35.
  • Corrected the printing of the details included on Page 4, Part 6.
  • Adjusted the validations on Schedule A, Part 4.
  • For tax year 2024, enabled the entry of percentages with decimals on Schedule A, Page 1, Part 1, Line 3.

480.1SC

  • Corrected the Excel import process so that percentages are properly transferred to Schedule I, Line 5.

Payroll

  • Disabled the option to amend a W-2 after it has been filed using the SURI Excel file.
  • Added an informational message when downloading the SURI Excel file to provide users with additional guidance about the process
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