1040

• V1.0 01/09/2026 – Form 40NR (Nonresident return) not approved for paper or electronic filing.
• V1.01 01/15/2026 – Form 40NR can be e-filed or paper-filed. No limitations.
• V1.02 02/13/2026 – Turn on PPT return for electronic filing. No limitations
• V1.03 02/19/2026 – Corrected issue where traditional IRA to Roth IRA conversions were not pulled to AL Sch RS. No limitations.
• V1.04 03/13/2026 – Background updates for state issued ID alert. No limitations.
• V1.05 03/24/2026 – Fix issue on sch RS, where withholding total no populating is user enters a single 1099-R that is tax exempt for AL purposes – no affect on balance due/refund.

1041

• V1.0 01/20/2026 – No limitations.

1120

• V1.0 01/20/2026 – No limitations.

1065

• V1.01 01/27/2026 – no limitations.

1120S

• V1.01 01/27/2026 – no limitations.

1065

• V1.0 01/23/2026 – No Limitations

1120S

• V1.0 01/23/2026 – No Limitations

1120

• V1.0 01/23/2026 – No Limitations

1040

• V1.0 01/14/2026 – Form not approved: Form 140X – Individual Amended Income Tax Return.
• V1.01 02/20/2026 – Updated charity codes, MCTCP print, MCTCP adjustment can no longer be negative.
• V1.02 03/09/2026 – Updated the interview screen for the credit display (Contributions to Private School Tuition Organizations Form 323) and it’s learn more text (.htp). Updated the interview fields navigate to the correct credit screen clicking through Review for Pollution Control Credit (Form 315). Updated Filing Instructions to reflect compliance changes (.htm updated). Updated the math to prevent creation of the unnecessary binary attachment PDF (AZ secondary status – rejection issue resolved).
• V1.03 03/18/2026 – AZ Form 140X is now available.
• V1.04 03/25/2026 – Updated – AZ 1040 Form AZ 221 penalty calculation does not consider the amount applied to TY25 taxes from TY24 refund.
• V1.05 04/06/2026 – Background updates related to charity donations and adjustments. Updated e-file alert regarding valid direct debit dates for AZ 1040 extension.
• V1.06 04/14/2026 – Form 140X exemptions are no longer being doubled.
• V1.07 8/21/2026 – Form 140X line 33 now includes exemptions.

1041

• V1.0 02/13/2026 – Released. e-file not approved.
• V1.01 03/05/2026 – e-file turned on.

1065

• V1.0 02/09/2026 – Consumer e-file not approved.
• V1.01 03/03/2026 – Consumer e-file turned on. Line H alerts switched to EF/Red from yellow. Pages 5 and 6 now print when printing the whole AZ return.

1120

• V1.0 02/09/2026 – Consumer e-file not approved.
• V1.01 02/25/2026 – Consumer e-file approved.
• V1.02 03/25/2026 – Releasing AZ Form 120X.

1120S

• V1.0 02/09/2026 – No limitations.
• V1.02 05/27/2026 – Penalty is now included in the Total Due in all circumstances.

1040

• V1.0 01/06/2026 – No limitations.
• V1.01 02/09/2026 – update AR-1000TC adoption credit
• V1.02 03/03/2026 – Arkansas revision to low-income tax table.

1065

• V1.0 01/16/2026 – No limitations. 
• V1.01 02/10/2026 – Update depreciation deduction on form AR1100REC.
• V1.02 03/17/2026 – Updated handling of Direct Accounting filing status.
• V1.03 04/08/2026 – Update alert for Arkansas income greater than total income.

1120S

• V1.0 01/16/2026 – No limitations.
• V1.01 02/10/2026 – Update depreciation deduction on form AR1100REC.
• V1.02 03/03/2026 – Update to AR Schedule K-1 print

1120

• V1.0 1/21/2026 – No limitations.

1040

• V1.0 01/06/2026 – Released. Forms not approved:
  • Form 3503 – Natural Heritage Preservation Credit
  • Form 3506 – Child and Dependent Care Expenses
  • Form 3507 – Prison Inmate Labor Credit
  • Form 3514 – Earned Income Tax Credit
  • Form 3520PIT – Individual or Fiduciary Power of Attorney Declaration
  • Form 3521 – Low Income Housing Credit
  • Form 3523 – Research Credit
  • Form 3531 – California Competes Tax Credit
  • Form 3540 – Credit Carryover and Recapture Summary
  • Form 3541 – Motion Picture and Television Production Credit
  • Form 3547 – Donated Agricultural Products Transportation Credit
  • Form 3548 – Disabled Access Credit for Eligible Small Businesses
  • Form 3554 – New Employment Credit
  • Form 3588 – Payment Voucher for LLC efiled Returns
  • Form 3596 – Paid Preparer’s Due Diligence Checklist
  • Form 3804 – Pass-Through Entity Elective Tax Calculation
  • Form 3804CR – Pass-Through Entity Elective Tax Credit
  • Form 3805V – NOL Computation and Disaster Loss Limit – Ind, Estate, Trust
  • Form 3805Z – Enterprise Zone Deduction and Credit Summary
  • Form 3807 – Local Agency Military Base Recovery Area Deduction and Credit Summary
  • Form 3808 – Manufacturing Enhancement Area Credit Summary
  • Form 3809 – Targeted Tax Area Deduction and Credit
  • Form 3814 – New Donated Fresh Fruits or Vegetables Credit
  • Form 3820 – High-Road Cannabis Tax Credit
  • Form 3821 – Cannabis Equity Tax Credit
  • Form 3835 – State Historic Rehabilitation Tax Credit
  • Form 3840 – California Like-Kind Exchanges
  • Form 3853 – Health Coverage Exemptions and Individual Shared Responsibility Penalty
  • Form 3870 – Election for Refundable Credit
  • Form 3893 (PTE) – Pass-Through Entity Elective Tax Payment Voucher
  • Form 540 – CA Resident Income Tax Return
  • Form 540NR – CA Nonresident or PY Income Tax Return
  • Form 540ES – Estimated Tax for Individuals
  • Form 540 2EZ – California Resident Income Tax Return
  • Form 568 – LLC Return of Income
  • Form 5805 – Underpayment of Estimated Tax by Ind. & Fiduciaries
  • Form 5805F – Underpayment of Estimated Tax by Farmers and Fishermen
  • Form 5870A – Tax on Accumulation Distribution of Trusts
  • Form 8879 – CA E-file Signature Authorization for Individuals
  • Form 8879PMT – CA Electronic Funds Withdrawal Payment Signature
  • Schedule CA (540) – CA Adjustments – Residents (540)
  • Schedule CANR (540) – CA Adjustments – Nonresidents or Part-Year Residents (540NR)
  • Schedule D – Capital Gain or Loss Adjustment

   

• V1.01 02/04/2026 – Add EF alert for missing preparer’s phone and for missing Other Earned Income description on Schedule CA and CA (540NR).
• V1.02 02/11/2026 – Update EF alert for invalid CA Secretary of State file number. Allow 7, 9, 11 or 12 digit numbers.
• V1.03 03/03/2026 – California Head of House Alert for child with income above $5,200. Added an EF alert for when the direct debit withdrawal date is more than 5 days prior to submission date. Background updates for SMLLC.
• V1.04 03/13/2026 – Updates to ensure that 1099-DA income is being carried to CA.
• V1.05 03/20/26 – Updated Form 8824 Part III Line 19 (Realized gain or loss) calculation to prevent a negative value.
• V1.06 04/02/2026 – background updates for CA Form 568 SMLLC.
• V1.07 06/16/2026 – Corrected a discrepancy between the SALT deduction reported on IRS Schedule A (Form 1040), line 5e, and the amount shown on Schedule CA (540), Column A, Part II, line 5e.

1065

• V1.0 1/21/2026 – Released. Forms not approved: 
  • Form 3523 – Research Credit
  • Form 3538 – Payment Voucher for Automatic Extension
  • Form 3541 – Motion Picture and Television Production Credit
  • Form 3587 – Payment Voucher for LP LLP and REMIC efiled Returns
  • Form 3588 – Payment Voucher for LLC efiled Returns
  • Form 3805Z – Enterprise Zone Deduction and Credit Summary
  • Form 3807 – Local Agency Military Base Recovery Area Deduction and Credit Summary
  • Form 3808 – Manufacturing Enhancement Area Credit Summary
  • Form 3809 – Targeted Tax Area Deduction and Credit
  • Form 3821 – Cannabis Equity Tax Credit
  • Form 565 – Partnership Income Tax Return
  • Form 568 – LLC Return of Income
  • Schedule D (568) – Capital Gain or Loss Adjustment
  • Schedule K-1 (565) – Partner Share of Income
  • Schedule K-1 (568) – Member Share of Income, Deduction, Credit
  • Schedule D-1 – Sale of Business Property
  • Schedule R – Apportionment and Allocation of Income

   

• V1.01 03/13/2026 – Updates to ensure that 1099-DA income is being carried to CA. Updates allow California Form 8825 adjustments when state tax rules differ from federal rules.
• V1.02 04/02/2026 – Math update on CA Form 8824. Background updates.

1120S

• V1.0 1/21/2026 – Released. Forms not approved: 
  • Form 100S – California S Corporation Franchise or Income Tax Return
  • Form 100ES – Corporation Estimated Tax
  • Schedule K1 – Shareholders Share of Income Deductions Credits etc
  • Form 100X – Amended Corporation Franchise or Income Tax Return
  • Form 3523 – Research Credit
  • Form 3541 – Motion Picture and Television Production Credit
  • Form 3801 – Passive Activity Loss Limitations
  • Form 3805Z – Enterprise Zone Deduction and Credit Summary
  • Form 3807 – Local Agency Military Base Recovery Area Deduction and Credit Summary
  • Form 3808 – Manufacturing Enhancement Area Credit Summary
  • Form 3809 – Targeted Tax Area Deduction and Credit
  • Form 3821 – Cannabis Equity Tax Credit
  • Form 5806 – California Underpayment of Estimated Tax by Corporations
  • Form 8453C – California e-file Authorization for Corporations
  • Schedule D-1 – Sale of Business Property
  • Schedule R – Apportionment and Allocation of Income
  • Schedule QS – Qualified Subchapter S Subsidiary Q Sub Information
  • Form 3820 – High-Road Cannabis Tax Credit

   

• V1.01 03/13/2026 – Updates to ensure that 1099-DA income is being carried to CA. Updates allow California Form 8825 adjustments when state tax rules differ from federal rules.
• V1.02 04/02/2026 – Math update on CA Form 8824. Background updates.
• V1.03 07/24/2026 – Corrected the Form 3805Q NOL worksheet that incorrectly displayed “Expired” for 2010. Background updates.

1120

• V1.0 01/26/2026 – Forms not approved: 
  • Form 100 – California Franchise or Income Tax Return
  • Form 100ES – Corporation Estimated Tax
  • Schedule P – Alternative Minimum Tax
  • Form 3509 – Political or Legislative Activities by Section 23701d Organizations
  • Form 3523 – Research Credit
  • Form 3541 – Motion Picture and Television Production Credit
  • Form 3805Z – Enterprise Zone Deduction and Credit Summary
  • Form 3807 – Local Agency Military Base Recovery Area Deduction and Credit Summary
  • Form 3808 – Manufacturing Enhancement Area Credit Summary
  • Form 3809 – Targeted Tax Area Deduction and Credit Summary
  • Form 3821 – Cannabis Equity Tax Credit
  • Form 5806 – California Underpayment of Estimated Tax by Corporations
  • Schedule D-1 – Sales of Business Property

   

• V1.01 03/13/2026 – Updates to ensure that 1099-DA income is being carried to CA.
• V1.02 04/02/2026 – Math update on CA Form 8824. Background updates.
• V1.03 07/24/2026 – Corrected the Form 3805Q NOL worksheet that incorrectly displayed “Expired” for 2010. Background updates.

990

• V1.0 02/17/2026 Form 109 – California Exempt Organization Business Income Tax Return not approved for print.

1040

• V1.0 01/15/2026 – No limitations. 
• V1.01 01/30/2026- Updates for Form 0104AD line 5. Added alert to require information to be entered on Form 1217. Calculation updates for the total credit field to take into account AGI limits (100K for joint)(75K for single filers)
• V1.02 02/06/2026 – Updated calculation to remove the requirement for a valid SSN for TP or SP for the CO Family Affordability Tax Credit.
• V1.03 02/16/2026 – Updated alerts on Form Dr 1217 for TP and SP to only trigger if the child care worker credit is present and CDEC certificate number is missing. Updated Form 104CR Line 58 credit limit to max $1000.
• V1.04 02/19/2026 – Updated alert trigger for estimated dates out of range.
• V1.05 2/25/2026 – Updates for Form DR 0104CN. Updated the Spouse Social Security Benefits subtraction to include taxpayers over 64.
• V1.06 03/12/2026 – Updated Form DR 0104 to list dependents even if Fed Form 1040NR is being filed.
• V1.07 03/24/2026 – Updated the max range for the vehicle or truck model year on Form DR 0617 to allow up to 2026.
• V1.08 04/14/2026 – Updated extension due dates for tax year 2025. Updated math to allow Disability Assistance Credit if AGI = $0
• V1.09 04/29/2026 – Updated 1217 to max credit $1200 when PY and percentage > 100%. Added alert to 1217, no spouse info allowed if not filing joint. Dashes are no longer included in the CO account number entry on 104CR for PTE credit.

1041

• V1.0 02/09/2026 – No limitations
• V1.01 03/24/2026 – Updated the max range for the vehicle or truck model year on Form DR 0617 to allow up to 2026.

1065

• V1.0 01/29/2026 – No Limitations
• V1.02 03/24/2026 – Updated the max range for the vehicle or truck model year on Form DR 0617 to allow up to 2026.

1120

• V1.0 01/29/2026 – No Limitations
• V1.01 03/24/2026 – Updated the max range for the vehicle or truck model year on Form DR 0617 to allow up to 2026.

1120S

• V1.0 01/29/2026 – No Limitations
• V1.01 02/24/2026 – Updated K-1 to only print once.
• V1.02 03/24/2026 – Updated the max range for the vehicle or truck model year on Form DR 0617 to allow up to 2026.

1040

• V1.0 01/05/2026 – no limitations other than forms not approved for paper filing:
  • Form CT 1040 – Resident Income Tax Return
  • Form CT 1040NR PY  – Nonresident and Part Year Resident Tax Return
  • Form CT 6251 – Alternative Minimum Tax Individuals
  • Form CT 8379 – Nonobligated Spouse Claim
  • Schedule CT SI – Nonresident or Part Year Resident Schedule of Income from Connecticut Sources
  • Form CT 1040X – Amended Connecticut Income Tax Return for Individuals
  • Form CT 1040TCS – Tax Calculation Schedule
  • Schedule CT EITC – Earned Income Credit
  • Schedule CT PE – Pass Through Entity Tax Credit
  • Form CT 1040AW – Part Year Resident Income Allocation
  • Schedule CT IT – Income Tax Credit Summary
  • Schedule CT CHET – Connecticut Higher Education Trust 529 College Savings Plan Contribution
  • Schedule CT 1040WH – Income Tax Withholding
  • Form CT 2210 – Underpayment of Estimated Tax by Individuals (Sch A & B)
  • Form CT 1040ES – Estimated Income Tax Payment Voucher
  • Form CT 1040 EFW – Electronic Withdrawal Payment Record
  • Form CT 1040V – Electronic Filing Payment Voucher
  • Form CT Checklist – Filing Checklists to submit with Paper Returns
  • Schedule CT Dependent – Connecticut Resident Dependent Information
  • Form CT 1040 EXT – Extension of Time to File Voucher

1120

• V1.0 01/16/2026 – Released. Forms not approved for paper-filing:
  • Form CT 1120 – Corporation Business Tax Return
  • Form CT 1120A – Business Tax Return Apportionment Computation
  • Form CT 1120 ATT – Business Tax Return Attachments Schedule H I J
  • Form CT 1120I – Interest Due on Underpayment of Estimated Tax
  • Form CT 1120K – Business Tax Credit Summary
  • Form CT 1120ES – Estimated Corporation Business Tax Payments
  • Form CT 1120 EXT – Extension of Time to File
• V1.01 02/25/2026 – no limitations, all forms approved for paper filing.

1065

• V1.0 01/27/2026 – Released. Forms not approved for paper filing:
  • Schedule CT K1 – Member Share of Certain Connecticut items
  • Form CT 1065 1120SI – Composite Income Tax Return
  • Form CT 1065 1120SI EXT – Extension of Time to File
• V1.01 02/25/2026 – no limitations, all forms approved for paper filing.

1120S

• V1.0 01/27/2026 – Released. Forms not approved for paper filing:
  • Schedule CT K1 – Member Share of Certain Connecticut items
  • Form CT 1065 1120SI – Composite Income Tax Return
  • Form CT 1065 1120SI EXT – Extension of Time to File
• V1.01 02/25/2026 – no limitations, all forms approved for paper filing.

1040

• V1.0 01/09/2026 – No limitations.
• V1.01 04/06/2026 – no limitations. Added new SALT limitation worksheets and associated calculations.
• V1.02 05/13/2026 – State released updated SALT worksheet.

1065

• V1.0 01/23/2026 – no limitations.

1120

• V1.0 01/23/2026 – no limitations.

1120S

• V1.0 01/23/2026 – no limitations.

1040

• V1.0 01/26/2026 – Forms not approved: 
  • Form D2210 – Underpayment of Estimated Tax
  • Form D30 – Unincorporated Business Franchise Tax Return
  • Schedule ELC – Keep Child Care Affordable Tax Credit
  • Form DC8379 – Injured Spouse Allocation
  • Commercial Form AFV Credits – Commercial Form AFV Credits
  • Form FR130 – Extension of Time to File a DC Franchise Return
  • Schedule HSR – Health Care Shared Responsibility
  • Schedule I – Additions and Subtractions From Federal AGI
  • Schedule S – Supplemental Information and Dependents
  • Schedule U – Misc Credits and Contributions
  • Schedule UB – Business Credits
  • Worldwide Combined Reporting – Worldwide Combined Reporting Election Form

   

• V1.01 03/13/2026 – DC earned income tax credit now calculates for a dependent with ITIN as expected. Added EF Alert when filing a DC linked with Federal 1040NR.
• V1.02 04/13/2026 – Updated the Schedule H calculation to exclude taxpayers who are claimed as a dependent of another.
• V1.03 05/05/2026 – Updated year on the Estimated Voucher.
• V1.04 05/20/2026 – Payment voucher D-30P print adjustments.
• V1.05 07/13/2026 – Corrected an issue where the preparer’s PTIN was not flowing to Form D-40.

1120

• V1.0 02/04/2026 – No limitations

1120S

• V1.0 02/04/2026 – No limitations
• V1.01 04/10/2026 – Added MaxValue to line 14 form DC20 according to State Schema.

1065

• V1.0 02/05/2026 – No limitations
• V1.01 03/18/2026 – Added Max Value for line 1 DCD65. Added Max and Min range for line 1 Schedule F.
• V1.02 04/10/2026 – Added MaxValue to fields on Sch I form DC30 to according to State Schema.

1040

• V1.0 01/13/2026 – Print not approved for DR 405

1041

• V1.0 01/13/2026 – Print not approved for DR 405

1065

• V1.0 – 01/22/2026 – Print not approved. Forms not approved: 
  • FL DR405 – Tangible Personal Property Tax Return
  • F 7004 – Application for Extension of Time to File Return
• V1.01 01/30/2026 – Print not approved
  • FL DR405 – Tangible Personal Property Tax Return
  • F 7004 – Application for Extension of Time to File Return

1120

• V1.0 – 01/22/2026 – Print not approved. Forms not approved: 
  • Form F 1120 – Florida Corporate Income Franchise Tax Return
  • Form F 1120A – Florida Corporate Short Form Income Tax Return
  • Form F 1120ES – Corporate Income Tax Declaration Installment of Florida Estimated Income Franchise Tax
  • Form F 1120X – Amended Florida Corporate Income Franchise Tax Return
  • Form F 7004 – Application for Extension of Time to File Return
  • FL DR405 – Tangible Personal Property Tax Return
• V1.01 01/30/2026 – Print not approved
  • Form F 1120 – Florida Corporate Income Franchise Tax Return
  • Form F 1120A – Florida Corporate Short Form Income Tax Return
  • Form F 1120ES – Corporate Income Tax Declaration Installment of Florida Estimated Income Franchise Tax
  • Form F 1120X – Amended Florida Corporate Income Franchise Tax Return
  • Form F 7004 – Application for Extension of Time to File Return
  • FL DR405 – Tangible Personal Property Tax Return
• V1.02 03/26/2026 – All forms approved for e-filing.
• V1.03 04/16/2026 – Adjusted printsub parameter so all 6 digits are printing for business code.

1120S

• V1.0 – 01/22/2026 – Print not approved. Forms not approved: 
  • Form F 1120 – Florida Corporate Income Franchise Tax Return
  • Form F 1120A – Florida Corporate Short Form Income Tax Return
  • Form F 1120ES – Corporate Income Tax Declaration Installment of Florida Estimated Income Franchise Tax
  • Form F 1120X – Amended Florida Corporate Income Franchise Tax Return
  • Form F 7004 – Application for Extension of Time to File Return
  • FL DR405 – Tangible Personal Property Tax Return
• V1.01 01/30/2026 – Print not approved
  • Form F 1120 – Florida Corporate Income Franchise Tax Return
  • Form F 1120A – Florida Corporate Short Form Income Tax Return
  • Form F 1120ES – Corporate Income Tax Declaration Installment of Florida Estimated Income Franchise Tax
  • Form F 1120X – Amended Florida Corporate Income Franchise Tax Return
  • Form F 7004 – Application for Extension of Time to File Return
  • FL DR405 – Tangible Personal Property Tax Return
• V1.02 03/26/2026 – All forms approved for e – filing.
• V1.03 04/16/2026 – Adjusted printsub parameter so all 6 digits are printing for business code.

1040

• V1.0 01/13/2026 – EF of Amended returns not yet available.
• V1.01 02/04/2026 – Added alert for spouse residency dates
• V1.02 2/16/2026 – Turning on EF of Amended returns
• V1.03 04/08/2026 – Added messaging and alerts for GA legislation passed to decouple from Fed SALT deduction limit.

1065

• V1.0 01/14/2026 – EF not approved. Print turned off main form. Form 700 and Schedules – Partnership Income Tax Return not approved.
• V1.01 02/04/2026 – the main form is available for print

1120

• V1.0 01/14/2026 – EF not approved.
• V1.01 02/04/2026 – e-file available.

1120S

• V1.0 01/14/2026 – EF not approved.
  
• V1.01 02/04/2026 – e-file available.

1041

• V1.0 01/29/2026 – EF of Amended returns not yet available
• V1.01 02/23/2026 – Amended returns can now be e-filed.

1040

• V1.0 01/13/2026 – Released. Forms not approved for paper-filing: 
  • Form N 15 – Hawaii Income Tax Return Nonresident and Part Year Resident
  • Form N 200V – Income Tax Payment Voucher
  • Form 4562 – 4562 Depreciation Adjustment
  • Form N 814 – Parents Election to Report Child’s Interest and Dividends
• V1.01 02/06/2026 – Calculation update for Schedule CR. e-File alert updated for Schedule X.
• V1.02 02/26/2026 – Amended payment.
• V1.03 03/20/2026 – Amended payment

1065

• V1.0 01/30/2026 – No limitations

1120

• V1.0 01/30/2026 – No limitations

1120S

• V1.0 01/30/2026 – No limitations, paper file only

1040

• V1.0 01/15/2026 – Released. Forms Not Approved
  • Form 40 – Resident Income Tax Return
  • Form 43 – Nonresident or Part Year Resident Income Tax Return
  • Form 39R – Idaho Resident Supplemental Schedule
  • Form 39NR – Idaho Part Year and Nonresident Supplemental Schedule
  • Form CG – Capital Gains Deduction
  • Form 44 – Business Income Tax Credits and Credit Recapture
  • Form 49 – Investment Tax Credit
  • Form 51 – Estimated Payment of Idaho Individual Income Tax Voucher
  • Form IDVP – Income Tax Voucher Payment 

1065

• V1.0 01/23/2026 – no limitations.
• V1.01 03/26/2026 – Added a yellow alert for new instructions regarding Research & Experimentation.

1120

• V1.0 01/23/2026 – no limitations.
• V1.01 03/26/2026 – Added a yellow alert for new instructions regarding Research & Experimentation.

1120S

• V1.0 01/23/2026 – no limitations.
• V1.01 03/26/2026 – Added a yellow alert for new instructions regarding Research & Experimentation.

1040

• V1.0 01/07/2026 – No limitations.
• V1.01 01/29/2026 – Updated calculations to correctly populate the full Account Holder Name when a state payment is due, resolving the ILFinancial1200-1 error.
• V1.02 02/13/2026 – Update includes a calculation fix to populate the Account Holder Name when multiple bank accounts exist and interview instructions for the new Health Insurance eligibility checkboxes on IL-1040 Step 12. 
• V1.03 03/03/2026 – Update includes: Rounding error on IL 1040 line 12. Exemption amounts updated for 2026 estimated tax worksheet on IL 1040-ES line 2. Schedule ICR line 4c and 4d alerts adjusted to accept a “0” for the property number to clear the imported value.
• V1.04 03/04/2026 – Update includes Rounding error fix on IL 1040 line 12
• V1.05 03/13/2026 – Fixed rounding for IL 4562 Line 15. Updated IL Schedule K-1-P Column B Line 10, 11, and 18 calculations.
• V1.06 04/29/2026 – Update includes: Fix the amended 1040X print overlap. Correct IL EIC calculation to allow IL EIC with SSN not valid for employment (Treat this as if they have an ITIN per the ILDOR).
• V1.07 05/13/2026 – Updated EF Alert to allow direct debit payment after the return due date.
• V1.08 07/15/2026 – Corrected the Year of Birth entry on Form IL-1040-X.

1065

• V1.0 02/09/2026 – Print Available. E-file not approved.  
• V1.01 02/23/2026 – No limitations.   
• V1.02 04/29/2026 – update includes: Allow IL E-file after Federal amended e-file. IL Schedule NLD prior year worksheet calculation fix. IL Schedule NLD duplicate creation fix. Added Alert for NLD worksheet.

1120

• V1.0 02/09/2026 – Print Available. E-file not approved.  
• V1.01 02/19/2026 – No limitations.
• V1.02 04/29/2026 – update includes: Allow IL E-file after Federal amended e-file. IL Schedule NLD prior year worksheet calculation fix. IL Schedule NLD duplicate creation fix. Added Alert for NLD worksheet.

1120S

• V1.0 02/09/2026 – Print Available. E-file not approved.  
• V1.01 02/19/2026 – No limitations.
• V1.02 04/29/2026 – update includes: Allow IL E-file after Federal amended e-file. IL Schedule NLD prior year worksheet calculation fix. IL Schedule NLD duplicate creation fix. Added Alert for NLD worksheet.

1041

• V1.0 02/09/2026 – Print Available. E-file not approved.  
• V1.01 02/25/2026 – E-file approved, turning on EF. No limitations. 
• V1.02 04/02/2026 – The Fiduciary ratio it limited to a minimum of zero.
• V1.03 05/05/2026 – Code fix for the beneficiary’s share of the Additions and Subtractions on the K-1-T and IL 1041. IL Schedule NLD prior year worksheet calculation update. Prevents IL Schedule NLD duplicate creation. Added Alert for NLD worksheet. Updated calculation for IL Schedule K-1-T(3) Exempt Organization Corporation or Trust pass-through withholding on line 13.

1040

• V1.0 01/23/2026 – no limitations.
• V1.01 02/03/2026 – Updated Schedule 1 rounding, and Schedule 2 homeowner’s residential property tax deduction.
• V1.02 02/16/2026 – Updated the adoption credit calculation to conform with new Indiana instructions published February 2026. 
• V1.03 03/12/2026 – Updated name of Employer Child Care Expenditure Credit.

1041

• V1.0 01/30/2026 – No limitations
• V1.01 03/04/2026 – Updated the beneficiary SSN print on the Schedule K-1.
• V1.02 04/08/2026 – Updated Schedule Composite federal identification number and state abbreviation to account for disregarded foreign entities with no SSN or EIN. Added an electronic filing qualification alert to require an SSN or EIN in the case of foreign beneficiaries on Schedule Composite.

1065

• V1.0 01/30/2026 – No limitations
• V1.01 03/11/2026 – Updated Research Expense Tax Credit limitation.
• V1.02 03/16/2026 – Updated Schedule CompA interview process.
• V1.03 03/23/2026 – Updated IN Sch-Comp Name to account for disregarded entity information. Updated Research Expense Tax Credit limitation based on new information from the state.
• V1.04 04/08/2026 – Updated Schedule PTET to account for disregarded entity information.

1120

• V1.0 01/30/2026 – No limitations

1120S

• V1.0 01/30/2026 – No limitations
• V1.01 03/11/2026 – Updated Research Expense Tax Credit limitation.
• V1.02 03/23/2026 – Updated IN Sch-Comp Name to account for disregarded entity information. Updated Research Expense Tax Credit limitation based on new information from the state.
• V1.03 04/08/2026 – Updated Schedule PTET to account for disregarded entity information. Added an electronic filing qualification alert to require an SSN or EIN in the case of foreign beneficiaries on Schedule Composite.

1040

• V1.0 01/08/2026 – No limitations.
  
• V1.01 02/20/2026 – Added alert for the W-2 box 15 to require a state be entered if there is a state ID, state wages, or state withholdings entered.

1041

• V1.0 02/04/2026 – No limitations

1065

• V1.0 01/23/2026 – no limitations.
• V1.01 02/24/2026 – Allow ability in the interview to access and modify the IA Form 1065 composite return requirement yes/no question: “Does the partnership have a nonresident individual as a partner?”

1120

• V1.0 01/23/2026 – no limitations.

1120S

• V1.0 01/23/2026 – no limitations.

1040

• V1.0 01/05/2026 – No limitations
• V1.01 4/1/2026 – Add printing of XXXX and 000000000 to the spouse section of the form K-40V scan line when not filing a married filing joint return.

1041

• V1.0 01/29/2026 – No limitations

1065

• V1.0 01/14/2026 – No limitations

1120

• V1.0 01/14/2026 – No limitations

1120S

• V1.0 01/14/2026 – No limitations

1040

• V1.0 01/07/2026 – No limitations.
• V1.01 03/13/2026 – Added Schedule COGS for Form 725 return. Calculation updates for Column b, lines 1-5 and 7.

1041

• V1.0 02/16/2026 – No limitations.

1065

• V1.0 01/21/2026 – No limitations.
• V1.01 03/16/2026 – Added alerts for Schedule COGS to prevent rejections. Updated print trigger Schedule TCS for Refundable Credits.
• V1.02 03/24/2026 – Updated Extension Withdrawal Date issue.

1120S

• V1.0 01/21/2026 – No limitations.
• V1.01 03/16/2026 – Added alerts for Schedule COGS to prevent rejections. Updated print trigger Schedule TCS for Refundable Credits.
• V1.02 03/24/2026 – Updated Extension Withdrawal Date issue.

1120

• V1.0 01/23/2026 – No limitations.
• V1.01 03/16/2026 – Added alerts for Schedule COGS to prevent rejections. Updated print trigger Schedule TCS for Refundable Credits.
• V1.02 03/24/2026 – Updated Extension Withdrawal Date issue.

1040

• V1.0 01/16/2026 – No limitations.
• V1.01 02/06/2026 – Updated the extension payment interview.
• V1.02 06/25/2026 – Corrected the Louisiana paper filing instructions to remove e-file payments.

1065

• V1.0 01/27/2026 – No limitations

1120

• V1.0 01/30/2026 – No limitations
• V1.01 02/06/2026 – Added Louisiana Standard Deduction to Schedule D line 24 – Other Deductions as instructed by the LA DOR. Added Fed capital gain income to Schedule D line 8. Added alert if Sch D line 26 does not equal Sch F line 4. Update prevents negative taxable income values from displaying on Sch H and Sch H-1 line 1 as required in schema.
• V1.02 05/07/2026 – Louisiana revision to the LA CIT-620 from LA DOR email received 4/23/2026.

1120S

• V1.0 01/30/2026 – Composite returns not supported
• V1.01 02/06/2026 – Added Louisiana Standard Deduction to Schedule D line 24 – Other Deductions as instructed by the LA DOR. Added Fed capital gain income to Schedule D line 8. Added alert if Sch D line 26 does not equal Sch F line 4. Update prevents negative taxable income values from displaying on Sch H and Sch H-1 line 1 as required in schema.
• V1.02 05/07/2026 – Louisiana revision to the LA CIT-620 from LA DOR email received 4/23/2026.

1040

• V1.01 01/15/2026 All forms are approved for paper filing. Form 1040ESME (2026 estimate worksheet) has been finalized.

1120

• V1.0 01/20/2026 – No limitations. 

1040

• V1.0 01/21/2026 – Only Form MDPV is approved for print at this time.
• V1.01 01/29/2026 – Only Form MDPV is approved for print at this time.
• V1.02 02/19/2026 – Updated Form 502 and Form 505 to calculate additional tax on net capital gain income only when Federal AGI is greater than $350,000. Added clarification text to Maryland Political Subdivision selection in Q&A.
• V1.03 02/26/2026 – Updates for Form 502, Line 11 to resolve the validation error when line 11 is negative. Turned on forms for print. All forms approved for paper filing except MD510K1 – Pass-Through Entity Member’s Information.
• V1.04 03/18/2026 – All forms approved for paper filing. Updated: 
  • MD500DM is carrying K1 value on its column 3 (All of the Part A, line 1 to 7) causing issue.
  • Cover letter showing Unapproved.
  • Form MD Sub Code(reserved) is taking value from MD 500DM.
• V1.05 04/06/2026 – Updated – TY25 Maryland 1040 – MDNRSUB code DP was carrying a value on column You, causing issues.
• V1.06 04/09/2026 – Updated Form 510, Schedule K-1 calculation for PTE tax credit that flows to other additions. Updated – TY25 Maryland 1040 – Form 502 line 51 and 51a print issue.
• V1.07 06/03/2026 – Background updates related to Maryland tax credit rule 500CR-54620-020.
• V1.08 06/16/2026 – Updated Form 502CG calculations on Forms 502X and 505X.
• V1.09 06/30/2026 – Corrected the calculation on Form 505X, Line 10 for itemized deductions.

1041

• V1.0 02/13/2026 – e-file not approved. Forms not approved for paper filing: 
  • MD504 – Fiduciary Income Tax Return
  • MD504A – Fiduciary Income Tax Return Schedule A
  • MD504CR – Business Income Tax Credits for Fiduciaries
  • MD504D – Maryland Fiduciary Declaration of Estimated Income Tax
  • MD504K1 – Fiduciary Beneficiary Information (Sch K-1)
  • MD504NR – Fiduciary Non-Resident Income Tax Calculation
  • MD504UP – Underpayment of Estimated Income Tax by Fiduciaries
  • MD502CR – Income Tax Credits for Individuals 
  • MD504Alt – Additional Information of Alternative Method
  • MD504Fun – Additional Information of Funeral Trusts
  • MD510K1 – Pass-Through Entity Member’s Information
• V1.02 03/27/2026 – Turned on all forms for print.

• V1.01 02/23/2026 – Updates: 
  • Capital Gain Subject to Additional Tax.
  • Updates math on Form 504 to calculate additional tax on net capital gain income only when Federal taxable income of fiduciary is greater than $350,000. 
  • Turned on EF for return and extension. 
  • Turned on forms for print. 
  • All forms approved for paper filing except MD510K1 – Pass-Through Entity Member’s Information and MD504NR – Fiduciary Non-Resident Income Tax Calculation.

1065

• V1.0 01/22/2026 – No forms approved for printing at this time.
• V1.01 02/19/2026 – Turned on EF for Consumer. All forms approved for paper filing except     MD510K1 – Pass-Through Entity Member’s Information. 
• V1.02 03/27/2026 – Turned on all forms for print.

1120

• V1.0 01/22/2026 – No forms approved for printing at this time.
• V1.01 02/19/2026 – No limitations. All forms approved for paper filing. Turned on EF for Consumer.

1120S

• V1.0 01/22/2026 – No forms approved for printing at this time.
• V1.01 02/19/2026 – Turned on EF for Consumer. All forms approved for paper filing except     MD510K1 – Pass-Through Entity Member’s Information.

1040

• V1.0 01/07/2026 – No limitations.
• V1.01 02/06/2026 – Fixed Schedule 62-WH Rounding Issues. Updated Medicaid Waiver Payments per instructions. 
• V1.02 03/24/2026 – No limitations. Schedule LP print trigger updated to include instances where there is no current year credit, but a carryforward amount. Form 1PY/NR line 24 math updated to always pull amount from Schedule B, line 38.
• V1.03 04/01/2026 – No limitations. Added Pass-Through Entity Excise Tax Credit as allowable credit selection on Schedule CMS. Added Schedule D, line 7 to the interview flow.

1041

• V1.0 02/03/2026 – No limitations.
• V1.01 03/03/2026 – Added a Max Value to Schedule B, line 9 to prevent MA Rejects for negative amounts.

1065

• V1.0 01/29/2026 – No limitations

1120

• V1.0 01/29/2026 – No limitations

1120S

• V1.0 01/29/2026 – No limitations

1040

• V1.0 01/07/2026 – Released. Form not approved: Form MI 1040 CR-7, Home Heating Credit Claim
• V1.01 01/20/2026 – Changes to MI Form 4884 to allow all qualified taxpayers to receive Retirement and Pension Benefits Subtraction.
• V1.02 01/22/2026 – Form MI-1040CR-7 final form released.
• V1.03 1/26/2026 – Added alerts to Form MI-1040CR-7 for missing information
• V1.04 02/06/2026 – Adjusted printing of Form 5119. Added alert for missing other description on MI-1040CR-7. Added EF qualifier for MI-1040 Line 29. Updated interview condition for Form 5121 Q15. Fixed masked SSN print issue on MI-1040, 5338, and MI-8453.
• V1.05 02/13/2026 – Fixed masked SSN print issue on remaining forms. Sch. W change to print 1099-G payer name when spouse is owner.
• V1.06 03/04/2026 – Fixed a rounding issue on MI-1040H Line 11
• V1.07 03/25/2026 – Added EF alert for 1099 NEC missing payer’s TIN.
• V1.08 – 03/26/2026 – Updated math to populate wages on CF-1040 for PY residents and updated xml trigger for W2LocalityInfo.
• V1.09 03/30/2026 – Updated condition to populate wages on CF-1040 line 1 for Residents when necessary.
• V1.10 05/13/2026 – Updated alert on Form 6074 to trigger correctly.
• V1.11 06/03/2026 – Updated print for taxpayer and spouse date of birth on Forms 5118 and 5120.

1041

• V1.0 02/13/2026 – No limitations.

1120

• V1.0 02/03/2026 – No limitations.

1040

• V1.0 01/22/2026 – No limitations.
• V1.01 02/05/2026 – Updated for new release of Minnesota Forms M1CWFC, M1NC.
• V1.02 02/19/2026 – Changed alerts on Schedule NIIT.
• V1.03 03/09/2026 – Fixed tax year end printing on Minnesota estimated voucher.
• V1.04 03/16/2026 – background updates.
• V1.05 04/02/2026 – Changed Schedule M1CWFC Line 2 to add back Medicaid waiver payments subtracted from earned income.
• V1.06 04/29/2026 – Updated Schedule M1M to remove Line 19c for new state release of form.
• V1.07 07/15/2026 – Updated forms for Minnesota 2026 legislation changes. Updated M1PR/M1PRX for new line 17a.

1041

• V1.0 1/30/2026 – No limitations
• V1.01 03/11/2026 – Updated Form M2 State Income Tax Addition to not include real estate and personal property taxes.
• V1.02 07/15/2026 – Updated forms for Minnesota 2026 legislation changes.

1065

• V1.0 01/22/2026 – No limitations.
• V1.01 02/05/2026 – Updated for new release of Minnesota Forms KPINC, KPCNC, PTE, PTE-RP
• V1.02 04/02/2026 – Added alert on Schedule KPINC/KPCNC to require an entry on Line 6a if an amount has been entered on Line 20.
• V1.03 07/15/2026 – Updated forms for Minnesota 2026 legislation changes.

1120

• V1.0 01/22/2026 – No limitations.
• V1.01 02/05/2026 – Updated for new release of Minnesota Forms M4NC
• V1.02 07/15/2026 – Updated forms for Minnesota 2026 legislation changes.

1120S

• V1.0 01/22/2026 – No limitations.
• V1.01 02/05/2026 – Updated for new release of Minnesota Forms KSNC, PTE, PTE-RP
• V1.02 04/02/2026 – Added alert on Schedule KSNC to require an entry on Line 6a if an amount has been entered on Line 20.
• V1.03 07/15/2026 – Updated forms for Minnesota 2026 legislation changes.

1040

• V1.0 01/13/2026 – No limitations.
• V1.01 02/19/2026 – Fix for MS401 split array and crashes
  

1120

• V1.0 01/29/2026 – No limitation, 1120 forms are fully approved

1065

• V1.0 02/03/2026 – No limitations.
  
• V1.01 03/09/2026 – Updated formatting to remove a space between the hyphen to match with specifications./li>

1120S

• V1.0 02/03/2026 – No limitations.

1040

• V1.0 01/16/2026 – MO 1040 and vouchers not approved for print.
  • Form MO 1040V – Individual Income Tax Payment Voucher
  • Form MO 1040ES – Estimated Tax for Individuals
  • Form MO 1040 – Individual Income Tax Return
• V1.01 01/27/2026 – MO 1040 and Estimates approved. 3 new credits added to MO-TC. Form MO 1040V – Individual Income Tax Payment Voucher not approved.
  
• V1.02 02/03/2026 – MO 1040V approved. Validation fix for MO-A line 18.
• V1.04 03/04/2026 – Fix interview flow to MO-CR if there is a 1099-DA in the return

1041

• V1.0 01/22/2026 – All forms approved for EF. MO-1041V is not approved for print.
• V1.01 03/13/2026 – Turned on Form 1041-V for print.

1065

• V1.0 1/22/2026 – No limitations.
• V1.01 02/19/2026 – Adjust Sch K Non-resident worksheet to account for negative income.

1120

• V1.0 01/22/2026 – Forms not approved for print:
  • Form MO 1120ES – Estimated Tax Corporation
  • Form MO 1120V – Corporation Payment Voucher

1120S

• V1.0 1/22/2026 – No limitations.

1040

• V1.0 01/16/2026 – No limitations.

1065

• V1.0 01/20/2026 – No limitations. 

1120

• V1.0 01/20/2026 – No limitations. 

1120S

• V1.0 01/20/2026 – No limitations. 

1040

• V1.0 01/07/2026 – No limitations.
• V1.01 02/13/2026 – Updated Calculation for Form NE1040 line 59 and line 60 
• V1.01 02/17/2026 – Updated calculation for Form NE1040 line 59 and line 60.
• V1.02 02/17/2026 – Removed 2024 school district tax credit amount from line 2 of Form 2210N.
• V1.03 03/03/2026 – Form 1040 Line 28 and line 49 maximum length updated to 12. Form Schedule I updated calculated field (line 7) to show-field in the .ivs.
• V1.04 03/04/2026 – Removed obsolete field that’s still being referenced in Sch I line 44 and in the interview script
• V1.05 03/25/2026- Removed ‘NE’ from the Schedule II state selection list to prevent it from being selected as an “other state”.
• V1.05 04/01/2026- Corrected line reference for line 12. It was incorrectly referencing to line 10 instead of line 12, causing a reject.
• V1.06 04/07/2026 – The certificate number field has been added to the stateprintsub.mmf. Customers can now see the certificate when form is printed.

1041

• V1.0 02/03/2026 – No limitations
• V1.02 03/13/2026 – Added “TY2025” option to the Property Tax Year dropdown for worksheet NEWPTC.

1065

• V1.0 01/17/2026 – No limitations. 
• V1.01 02/06/2026 – No limitations
• V1.01 02/19/2026 – Miscellaneous updates, field corrected in form NEEFWksht.
• V1.02 03/11/2026 – Form 1065 line 17 missing math for a calculated field.
• V1.03 03/13/2026 – Added “TY2025” option to the Property Tax Year dropdown for worksheet NEWPTC.

1120

• V1.0 01/17/2026 – No limitations. 
• V1.01 02/13/2026 – Updated Form 1120, Line 11 calculation to prevent a negative Nebraska tax amount.
• V1.01 02/19/2026 – Miscellaneous updates, field corrected in form NEEFWksht.
• V1.02 03/13/2026 – Added “TY2025” option to the Property Tax Year dropdown for worksheet NEWPTC.

1120S

• V1.0 01/17/2026 – No limitations.
• V1.01 02/26/2026 – Background updates, elements added to “NEPTETCredType” (SchK1N line 23a – 23f).
• V1.02 03/13/2026 – Added “TY2025” option to the Property Tax Year dropdown for worksheet NEWPTC.
• V1.02 03/16/2026 – background updates.

1040

• V1.0 02/13/2026 – Print is available. E-File Not approved.
• V1.01 03/04/2026 – Print is available. E-File approved.
• V1.02 03/11/2026 – Updated information about state filing requirements. Updated Line 9, NH 1040 to return positive integers. Added an alert to prevent e-file if no business return is attached.
• V1.03 03/13/2026 – Updates for the Client Letter (preparers).
• V1.04 04/03/2026 – Update includes:
  • turn on e-file for proprietary LLC business returns
  • add the calendar BOY and EOY dates
  • extension form print
  • interview wording edits

1065

• V1.0 02/06/2026 – Print is available. E-File Not approved. 

1120

• V1.0 02/06/2026 – Print is available. E-File Not approved. 

1120S

• V1.0 02/06/2026 – Print is available. E-File Not approved. 

1040

• V1.0 1/6/2026 – Forms not approved:
  • Form 3503 – Natural Heritage Preservation Credit
  • Form NJ 1040
  • Form NJ 1040NR
  • Form NJ 1040X
  • Form NJ 1040-ES
  • Form NJ 1040-V
  • Form NJ 1040-NRV
  • Form NJ 1065 K1
  • Form NJ 630EXT
  • Form NJ EZ

   

• V1.01 02/05/2026 – Updates for digital asset calculations. NJ-DOP create and flow through of gains/losses. All forms approved except Form NJ 1040-ES.
• V1.02 02/13/2026 – turned on approved form – Form NJ 1040-ES.
• V1.03 03/16/2026 – Updates for Form 1099-DA gain/loss income reporting.
• V1.04 04/01/2026 – Corrected EIC Calculation error and background trigger. Added Schedule HCC alert.
• V1.05 04/06/2026 – Resolves NJ 1040X xml error. Updated NJ Sch HCC, Bus-1, Bus-2 name print.

1041

• V1.0 02/04/2026 – Forms Not Approved:
  • Form NJ-1041
  • Form 1041 ES-V

   

• V1.01 02/13/2026 – Calculation update for Capital Gains/Loss date acquired.
• V1.02 03/16/2026 – Updates for Form 1099-DA gain/loss income reporting.

1065

• V1.0 1/22/2026 – Forms not approved for paper-filing: 
  • Form NJ-1065
  • Form NJ-CBT
  • Form NJ-1065-V

   

• V1.02 02/13/2026 – turned on approved forms.

1120

• V1.0 1/22/2026 – No limitations.

1120S

• V1.0 1/22/2026 – No limitations.

1040

• V1.0 01/14/2026 – No limitations other than some forms are not approved for paper-filing.
• V1.01 01/30/2026 – Calculation updates.
• V1.02 02/06/2026 – Adjustments for NM 1040 PIT-RC line 25 CTC. 

1041

• V1.0 02/16/2026 – No limitations.

1065

• V1.0 02/16/2026 – No limitations.
• V1.01 03/09/2026 – Background updates related to payment processing.

1120

• V1.0 02/16/2026 – No limitations.

1120S

• V1.0 02/16/2026 – No limitations.

1040

• V1.0 01/12/2026 – Print is not available for all 1D NYS forms, and NYC forms. Electronic filing is not available for NYC
• V1.01 01/17/2026 – Print is not available for all 1D NYS forms, and NYC forms. Electronic filing is not available for NYC. Modified Form IT-213, line 9 to prevent negative amounts from flowing to the main return.
  
• V1.02 02/092026 – Print is not available for all 1D NYS forms. Electronic filing is not available for NYC-EXT.
  • Fixed background issue for IT-204-LL authentication header.
  • Corrected school district code for Southampton.
  • Turned on e-file for NYC-1127 and NYC-202 with updated schema version 6.0.
  • Turned off DNF and watermarks for NYC forms.
• V1.03 02/17/2026 – Print is not available for all 1D NYS forms. Added New York Refund Check Topic to Quick Q&A.
• V1.04 02/25/2026
  • Print is not available for all 1D NYS forms. 
  • Added alert for New York refund checks when they are not included in the federal AGI. 
  • Modifications for Form IT-637 to prevent validation errors. 
  • Modifications for Forms IT-201-ATT and IT-203-ATT to prevent pulling amounts from Form IT-268 if it is not allowed.
• V1.05 03/04/2026 – No limitations. Turned off watermarks for all 1D forms
• V1.06 04/02/2026 – No limitations. Modified the hardcoded text for Form IT-196, line 40 Worksheet line 6 to have the updated amounts. Modified the alert for the New York Inflation Refund Check.
• V1.07 04/29/2026 – No limitations. Corrected city reference from Yonkers to New York City for spouse’s residency status.

1041

• V1.0 02/02/2026 – Print is not available for all 1D NYS forms.
• V1.01 03/04/2026 – No limitations. Turned off watermarks for all 1D forms.

1065

• V1.0 01/20/2026 – Print is not available for all 1D NYS forms, and NYC forms. Electronic filing is not available for NYC.
• V1.01 02/24/2026 – Print is not available for all 1D NYS forms. Fix to prevent a foreign address from populating when it is not applicable.
• V1.02 03/04/2026 – No limitations. Turned off watermarks for all 1D forms

1120

• V1.0 01/23/2026 – Print is not available for NYC forms, and electronic filing is not available for NYC.
• V1.01 02/24/2026 – No limitations.

1120S

• V1.0 01/27/2026 – Print is not available for NYC forms, and electronic filing is not available for NYC.
• V1.01 02/19/2026 – No limitations.

1040

• V1.0 01/09/2026 – No limitations.
• V1.01 02/13/2026 – no limitations. Added Federal adjusted gross income adjustment field for non-conformity to Federal Disaster Tax Relief Act of 2023 and One Big Beautiful Bill Act. Added requirement to attach PDF explaining differences if the above adjustment field is utilized.
• V1.02 04/03/2026 – no limitations. Nonconformity for Child Tax Credit – NC allows CTC if TP or SP have ITIN when Fed doesn’t.
• V1.03 08/05/2026 – Estimated tax rate for 2026 updated to 3.99%
• V1.04 08/21/2026 – Legislation changes to allow entries on the reserved line. NC D-400 Schedule S and Schedule PN-1 to allow Domestic R&E additions and deductions on the reserved line. NC D-400 Schedule A to allow gambling loss on the reserved line.

1041

• V1.0 02/03/2026 – no limitations.
• V1.01 03/27/2026 – no limitations. Added Federal taxable income adjustment field for non-conformity to Federal Disaster Tax Relief Act of 2023 and One Big Beautiful Bill Act. Added requirement to attach PDF explaining differences if the above adjustment field is utilized. Minor math update to address rounding on Schedule NC K-1, line 2 Additions and line 3 Deductions.

1065

• V1.0 01/23/2026 – no limitations

1120

• V1.0 01/23/2026 – no limitations
• V1.01 03/03/2026 – no limitations. Added Federal adjusted gross income adjustment field for non-conformity to Federal Disaster Tax Relief Act of 2023 and the One Big Beautiful Bill Act. Added requirement to attach PDF explaining differences if the above adjustment field is utilized. Estimated tax rates updated for 2026

1120S

• V1.0 01/23/2026 – no limitations
• V1.01 03/03/2026 – no limitations. Added Federal adjusted gross income adjustment field for non-conformity to Federal Disaster Tax Relief Act of 2023 and One Big Beautiful Bill Act. Added requirement to attach PDF explaining differences if the above adjustment field is utilized. Estimated tax rates updated for 2026 and print placement changes on vouchers

1040

• V1.0 01/02/2026 – no limitations.

1065

• V1.0 01/23/2026 – no limitations.

1120

• V1.0 01/23/2026 – no limitations.

1120S

• V1.0 01/23/2026 – no limitations.

1040

• V1.0 01/08/2026 – Released. Forms are not approved for paper filing.
• V1.01 03/03/2026 – Corrected year print on Generic city return. Correct options for Generic and Common cities. Springdale and Germantown are now recognized as RITA cities for alert processing. Corrected calculation for when Ohio taxable income was exactly on the bottom threshold.
• 03/11/2026 – All forms approved and available for paper filing.
• V1.02 03/16/2026 – All forms approved and available for paper filing.
• V1.03 03/18/2026 – Removed Coshocton from e-filable cities. Prevent validation errors relating to tuition and scholarship related credits.
• V1.04 03/27/2026 – minor background updates.
• V1.05 04/01/2026 – Corrected an issue where Schedule of Credits may be disregarded when needed. Background updates to prevent a Validation error.
• V1.06 04/17/2026 – Prevent OH-SD100-084 for online filers by adding opportunity for earned income school district filers to override wages and self employment income. Avoid F37-SECTB-110 where Wks L/Credit for taxes paid Wks was not picking up resident city credit rate for business income when there were more than 1 Schedule J.

1041

• V1.01 02/19/2026 – No forms are approved for paper filing.
• V1.01 02/24/2026 – e-File is available for OH IT1041, IT1140, and IT4708.
• V1.04 03/27/2026 – Various small print updates.
• V1.03 04/01/2026 – The resident credit can now be claimed by estates and trusts.
• V1.04 04/08/2026 – Add verification of Extension, Amounts previously paid, and Prior year credit carryforward to interview

1065

• V1.0 01/30/2026 – Forms are not approved for paper filing.
• V1.01 02/24/2026 – e-File is available for IT4708 and IT4738.
• V1.04 03/27/2026 – Corrected the calculation of line 3 of the OH IT K1.
• V1.03 04/01/2026 – Corrected 4708 K1 line 3 calculation surrounding federal conformity additions and deductions.

1120S

• V1.0 01/30/2026 – Forms are not approved for paper filing.
• V1.01 02/24/2026 – e-File is available for IT4708 and IT4738.
• V1.04 03/27/2026 – Corrected the calculation of line 3 of the OH IT K1.
• V1.03 04/01/2026 – Corrected 4708 K1 line 3 calculation surrounding federal conformity additions and deductions.

1040

• V1.0 01/10/2026 – No limitations.
• V1.01 02/06/2026 – Removed the max amount allowed for the Parental Choice Tax Credit for Private School adjustment on 511-C/511NR-C, Line 5.
• V1.02 03/16/2026 – Depletion alert removed for Form 511NR, Schedule B.

1041

• V1.0 01/29/2026 – no limitations

1065

• V1.0  01/17/2026 – no limitations
• V1.01 03/16/2026 – Updated OK 514-PT, Column G limit.

1120

• V1.0  01/17/2026 – no limitations
• V1.01 05/05/2026 – Updated print so NOL checkbox will print on Form 512, page 1.

1120S

• V1.0  01/17/2026 – no limitations

1040

• V1.0 01/23/2026 – Released. Conditionally approved for EF. 2D barcode approval pending. Forms not approved for printing. 
  • Form OR 40
  • Form OR 40P
  • Form OR 40N
  • Form OR 10
  • Schedule OR DONATE
  • Schedule OR PTE
  • Schedule OR PTE PY
  • Schedule OR PTE NR
  • Schedule OR MPC
  • Schedule OR ASC
  • Schedule OR ASC NP
  • Schedule OR 529
  • Schedule OR WFHDC
  • Schedule OR WFHDC-PR
  • Schedule OR WFHDC ST
  • Schedule OR EIC ITIN
  • Schedule FCG
  • Form OR 40V
  • Schedule OR ADD DEP
  • Schedule OR A
  • Form OR 10AI
  • Form MET 40
  • Form MC 40
  • Form ARTS
  • Amended MC-40
  • Amended MET-40
• V1.01 02/02/2026 – The Oregon Kids Credit Worksheet was updated. Print turned on for all forms except Portland forms.
• V1.02 02/04/2026 – Q&A updated 
• V1.03 02/09/2026 – Q&A updated. Calculation update for OR 40, Line 20.
• V1.04 02/24/2026 – SALT Phaseout corrections for Schedule A, line 9.
  
• V1.05 02/25/2026 – Portland forms now available for paper file.
• V1.06 03/11/2026 – Print line adjustments for Spouse SSN on Portland MET and MC Schedules INC, W2, PTI, and ASC.
• V1.07 03/26/2026 – Print placement for preparer’s name adjusted on Form OR-40P.
• V1.08 04/06/2026 – Updated Math for the foreign tax subtraction limit adjusted on Oregon’s Federal Tax Worksheet, Part C: Foreign Tax Subtraction
• V1.09 04/07/2026 – Portland Form OR-MC NP is now available for e-File.
• V1.10 07/2026 – The Extension filed checkbox on Form OR-40 will now generate if a Federal Form 4868 is e-filed with $0 payment due.

1041

• V1.0 02/04/2026 – No limitations

1065

• V1.01 01/27/2026 – released.
• V1.01 02/13/2026 – Form OR-21 Updated: Line 23 calculation corrected for filers whose total Oregon distributive proceeds were over $250,000.
• V1.02 02/23/2026 – Form OR-21 refund or amount owed now included in the refund/owe indicator in top right corner of the TaxAct program.

1120

• V1.01 01/27/2026 – released.

1120S

• V1.01 01/27/2026 – released.
• V1.01 02/13/2026 – Form OR-21 Updated: Line 23 calculation corrected for filers whose total Oregon distributive proceeds were over $250,000.
• V1.02 – 02/23/2026 – Form OR-21 refund or amount owed now included in the refund/owe indicator in top right corner of the TaxAct program.

1040

• V1.0 01/06/2026 – Released. Forms not approved: 
  • REV-414(I) – Estimated Tax Worksheet
  • Form BIRT & Schedules
  • Form BIRT-EZ & Schedules
  • Form NPT & Schedules
  • Form NTL
  • BIRT Payment and BIRT Extension Vouchers
  • NPT Payment and NPT Extension Vouchers
  • Philadelphia E-File Signature Authorization
• V1.01 02/13/2026 – turned on print.
• V1.02 2/25/2026 – Remove reference to form BIRT NTL in subtext.
• V1.03 03/03/2026 – Correct create condition on PA Sch O, so form is created when user is claiming only the PA student loan interest deduction. Correct print issue on PA Sch D. Ownership and digital assets checkboxes flipped.
• V1.04 03/13/2026 – Corrected dates on penalty worksheet (printed form).

1120

• V1.0 02/17/2026 – No limitations.

1041

• V1.0 02/11/2026 – REV-1630F not approved. 
• V1.01 04/29/2026 – Turn on 1630F for Print.

1065

• V1.0 02/02/2026 – Released. Forms not approved: 
  • Schedule NRK1
  • Nonresident Withholding Payment
• V1.01 02/13/2026 – Add Form 8825 Sch A other expenses to PA Sch E.
• V1.02 04/29/2026 – Correct depreciation adjustment on Sch D2/D4. Correct Sch M to pull federal amounts, not PA adjusted amounts.
• V1.03 06/18/2026 – PA Schedule D2 and D4 will now print with the return when Schedule D1 or D3 are required. These schedules are also transmitted when submitted for e-file.

1120S

• V1.0 02/02/2026 – Released. Forms not approved: 
  • Schedule NRK1
  • Nonresident Withholding Payment
• V1.01 02/13/2026 – Add Form 8825 Sch A other expenses to PA Sch E.
• V1.02 04/29/2026 – Correct depreciation adjustment on Sch D2/D4. Correct Sch M to pull federal amounts, not PA adjusted amounts.
• V1.03 06/18/2026 – PA Schedule D2 and D4 will now print with the return when Schedule D1 or D3 are required. These schedules are also transmitted when submitted for e-file.

1040

• V1.0 01/12/2026 – SMLLC not supported
• V1.01 01/29/2026 – adjustments for RI Sch M, Modification for Taxable social security income worksheet.
• V1.02 02/19/2026 – Health mandate interview enhancement, math change for e-filing 1040 amended.
• V1.03 04/07/2026 – Fixed the retirement age on Schedule M.
• V1.04 04/17/2026 – Add alert to 174A.

1065

• V1.0 01/29/2026 – Forms not approved: 
  • Form RI-1065
  • Schedule CR-PT
  • Schedule 174A
  • Schedule HR1
  • Schedule PTW
  • Schedule K-1
• V1.01 03/03/2026 – PTE Compliance
• V1.02 03/11/2026 – K1 interview adjustments.
• V1.03 04/17/2026 – Add alert to 174A.
• V1.04 06/12/2026 – Turned on Print.

1120

• V1.0 01/29/2026 – Forms not approved: 
  • Form RI-1120
  • Form 1120F
  • Schedule D
  • Schedule 174A
  • Schedule HR1
• V1.02 04/17/2026 – Add alert to 174A.
• V1.03 06/12/2026 – Turned on Print.

1120S

• V1.0 01/29/2026 – Forms not approved: 
  • Form RI-1120S
  • Schedule CR-PT
  • Schedule 174A
  • Schedule HR1
  • Schedule PTW
  • Schedule K-1
  • Schedule S
• V1.01 03/03/2026 – PTE Compliance
• V1.02 03/11/2026 – K1 interview adjustments.
• V1.03 04/17/2026 – Add alert to 174A. Corrected payroll alert on page 3.
• V1.04 05/20/2026 – Turn on Print.

1041

• V1.0 02/09/2026 – Forms not approved: 
  • Form RI-1041 & Schedules
  • Form RI-1041MU
  • Schedule K-1
  • Schedule PTW-1041

• V1.01 02/23/2026 – 1041 PTE field changes. No limitations.
• V1.02 03/03/2026 – Clarify 1041 Sch III print qualifications and rebuild for PTE Compliance
• V1.03 03/25/2026 – Add Min Value 0 to Sch II Line 33 & 34.
• V1.04 03/30/2026 – Turned print on.
• V1.05 04/17/2026 – Add alert to 174A. Updated XML ForceValue.

1040

• V1.0 01/07/2026 – No limitations. 
• V1.01 01/15/2026 – all forms have been approved. Enabled all forms for print. Adjustments for SC not conforming to OBBB provisions, which include:
  • standard deduction
  • senior deduction
  • tips deduction
  • overtime deduction
  • car loan interest deduction
  • section 179 depreciation
• V1.02 02/03/2026 – Adjustments made for SC nonresident non-conformity to the new tax law.
• V1.03 02/19/2026 – nonresident & prior year adjustment for SC not conforming to the new federal tax bill standard deduction.
• V1.04 04/03/2026 – Fix math on SC1040TC Worksheet
• V1.05 04/13/2026 – Fixed the SALT limit calculation on the add-back worksheet.
• V1.06 06/08/2026 – Updated the ISO province list.
• V1.07 06/29/2026 – Added Foreign Country Code fields for SC1099-MISC and SC1099-NEC.

1041

• V1.0 02/03/2026 – No limitations.
• V1.01 03/03/2026 – Link all lines from AddSub Worksheet to 1041 Page 2
• V1.02 03/09/2026 – Update Foreign Country Code for 1040 & K1.

1065

• V1.0 1/22/2026 – No limitations.

1120

• V1.0 01/22/2026 – SC 1120 not yet approved. SC2220 – Underpayment of Estimated Tax – not released.
• V1.01 08/21/2026 – Removed DNF
  

1120S

• V1.0 1/22/2026 – No limitations.

1040

• V1.0 01/30/2026 – No limitations
• V1.01 03/09/2026 – Updated apportionment schedules to ensure only 1 is active at a time.
• V1.02 06/03/2026 – Corrected an invalid e-file alert related to missing preparer phone number.

1065

• V1.0 01/30/2026 – No limitations
• V1.01 03/09/2026 – Updated apportionment schedules to ensure only 1 is active at a time.
• V1.02 05/27/2026 – Corrected an issue where the Tennessee refund amount was not displaying.

1120

• V1.0 01/30/2026 – No limitations
• V1.01 03/09/2026 – Updated apportionment schedules to ensure only 1 is active at a time.
• V1.02 05/27/2026 – Corrected an issue where the Tennessee refund amount was not displaying.

1120S

• V1.0 01/30/2026 – No limitations
• V1.01 03/09/2026 – Updated apportionment schedules to ensure only 1 is active at a time.
• V1.02 05/27/2026 – Corrected an issue where the Tennessee refund amount was not displaying.

1040 (PRO only)

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.

1041

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.

1065

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.
• V1.01 03/13/2026 – Print update for field UIN (UTFTC65) – increases character limit to 12 digits.

990

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.

1120

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.

1120S

• V1.0 02/10/2026 – not eligible for e-file. 
• V1.01 2/25/2026 – e-Filing available. No Limitations.

1040 

• V1.0 01/06/2026 – No limitations. All forms are fully approved.  
• V1.01 – 02/20/2026 – Fixed an issue involving the 1099-DA.
• V1.03 03/27/2026 – Updated to resolve an issue where the Utah Instruction letter incorrectly displayed.
• V1.04 04/13/2026 – Updated line 1 (UTTC40A-Child Tax Credit Worksheet ) Qualifying Child age to less than or equal to 5 years old. Updated line 8 – Limit base to include checking HOH Filing Status.
• V1.05 04/29/2026 – Added Maxvalue to Utah Capital Gain. Row 6 field UTTC40W.StWages.

1040

• V1.0 01/13/2026 – Released. No forms are approved for printing.
• V1.01 01/29/2026 – Tax calculation changes for certain MFJ and HOH filers.
• V1.02 02/03/2026 – Turned on printing for all forms. Background changes to prevent rejects.
• V1.03 03/04/2026 – Updated math on IN-111 Line 5B to not allow spouse exemption if Qualifying Widower, only MFJ
• V1.04 03/25/2026 – Updated math to display correct Refund Snapshot amount.
• V1.05 04/07/2026 – Updated print on Sch IN-112 lines 13-15.

1065

• V1.0 01/16/2026 – released. Printing not yet available. 
• V1.01 02/06/2026 – Turning on all print.
• V1.02 02/26/2026 – Updated print on BI 471 to print firm’s address correctly.
• V1.03 06/03/2026 – Updated print for Form VT-476, Line 1.

1120

• V1.0 01/16/2026 – released. Printing not yet available.
• V1.01 02/06/2026 – Turning on all print

1120S

• V1.0 01/16/2026 – released. Printing not yet available. 
• V1.01 02/06/2026 – Turning on all print
• V1.02 02/26/2026 – Updated print on BI 471 to print firm’s address correctly.
• V1.03 06/03/2026 – Updated print for Form VT-476, Line 1.

1040

• V1.0 01/15/2026 – Contingent form approval.
• V1.01 01/29/2026 – Approval for forms. Schedule ADJ Line 17 adjusted to fix internal errors. Max subtraction amount for Military Basic Subtraction increased to $40,000. Code 118 removed from deductions.
• V1.02 03/24/2026 – Form 760 Line 20 print placement correction. Form 760C turned on for E-File. Form 760 Exemption adjusted for taxpayers claim as a dependent.
• V1.03 03/26/2026 – Form 760 Exemption adjusted for taxpayers claimed as a dependent.
• V1.04 04/03/2026 – Schedule A and Limited Itemized Deduction Worksheet adjusted to reflect Federal SALT Cap.
• V1.05 04/09/2026 – Alert added to the Virginia Other Deductions Worksheet for the Sales Tax Paid on Certain Energy Efficient Equipment Deduction Limit.
• V1.06 05/20/2026 – Schedule A line 5a adjusted to only apply the Federal SALT Cap if the itemized deductions are subject to the Virginia limited itemized deduction computation on the Limited Itemized Deduction Worksheet.

1041

• V1.0 01/29/26 – no limitations.

1065

• V1.0 01/20/2026 – No limitations. 
• V1.01 01/29/2026 – Print placement corrected for Forms 8453 and 8879
• V1.02 04/03/2026 – Alert added to attach Federal Form 8990 when a Business Interest Deduction is present.

1120

• V1.0 01/20/2026 – No limitations. 
• V1.01 04/03/2026 – Alert added to attach Federal Form 8990 when a Business Interest Deduction is present.

1120S

• V1.0 01/20/2026 – No limitations. 
• V1.01 01/29/2026 – Print placement corrected for Forms 8453 and 8879
• V1.02 04/03/2026 – Alert added to attach Federal Form 8990 when a Business Interest Deduction is present.

1040

• • V1.0 01/15/2026 – No limitations
  • V1.01 02/23/2026 – Added an alert if missing date of birth for taxpayer or spouse. Added an alert if entered a PO Box in residential address or mailing address, if no residential address has been entered. Added an alert if checked No to claiming federal EIC, but did for that dependent.
  • V1.02 03/11/2026 – Adjusted alert for EIC when an ITIN was present.

1040

• V1.0 01/08/2026 – No limitations 
• V1.02  01/29/26 – NR with no WV income but had withholding (ex: military), WV BR requires inputs on Sch A for NR/PY.  Added ForceValue in XML for these situations.
• V1.03 03/25/2026 – NR Other Income Worksheet for Schedule A not creating correctly when a Federal 1040NR return and a WV PY return, if any Other Income items on 1040 Schedule 1, the create for the WVOthIncNR worksheet was not set correctly. Therefore that amount was not carrying to WV Schedule A Line 13.
• V1.04 05/05/2026 – Corrected an income range for family tax credit tax tables.

1065

• V1.0 01/17/2026 – No Limitations

1120S

• V1.0 01/17/2026 – No Limitations

1120

• V1.0 01/17/2026 – No Limitations

1040

• V1.0 01/07/2026 – No forms approved.
• V1.01 01/22/2026 – All forms approved for print.
• V1.02 02/06/2026 – Schedule 1 and 2 credit calculations limited with retirement subtraction.
• V1.03 02/25/2026 – update includes: 
  • Schedule I Part 3 – year reference corrected.
  • Form 1NPR refund with schedule U penalties alert trigger modified.
  • Property Tax Form – ownership type checkboxes – new N/A checkbox added. 
  • Form 1 line 3 – Wages included in Fed AGI – pulling from W-2 box 1 totals per WI DOR email. 
  • Schedule HR Alert for required address
• V1.04 03/05/2026 – update includes: 
  • Fix to prevent Form 1 line 45 Balance Due amount when the TP has a refund and a penalty. 
  • Fix to prevent credit forms from calculating a credit or printing if the Retirement Subtraction with Credits restricted election is selected. 
  • Add trigger for property taxes paid on Form 1 line 16a to pull from Schedule A real estate tax entered. 
  • Fix Foreign Provider address displayed on WI-2441
• V1.05 03/16/2026 – Form 1099-DA added to WI Schedule WD. Advanced Premium Tax Credit Repayments included in Medical Insurance Payment subtraction.
• V1.06 05/13/2026 – Added a checkbox for Wisconsin Form 8949 attachments to enable nonresidents or part-year residents to mark the transaction summaries as not WI sourced capital gains/losses. Fixed some interview navigation issues and triggers for Schedule WD capital gains/losses. Form 1 line 37 now includes the amount previously paid from line 36 when the TP is amending and they have elected the Schedule SB line 16 retirement subtraction.

1065

• V1.0 01/23/2026 – no limitations.
• V1.01 02/04/2026 – Includes a print update on Form 3 page 2 for the year reference.
• V1.02 02/26/2026 – Federal Schedule K and K-1 Other Information updates. Added a Foreign Country field on Form 3 line 22 – Location of Book and Records.
• V1.03 04/07/2026 – update includes:
  • Form PW-1 withholding threshold trigger for nonresidents updated to $2000 of WI income.
  • Nonresident shareholder added to PW1page 2 when Entity Level Tax is elected and a PW-1 overpayment is generated to allow E-File of PW-1.

1120

• V1.0 01/23/2026 – no limitations.
• V1.01 02/16/2026 – update to fix the Audit-Glue Alert error.

1120S

• V1.0 01/23/2026 – no limitations.
• V1.01 2/26/2026 – Includes Federal Schedule K and K-1 Other Information updates.
• V1.02 04/07/2026 – update includes:
  • Form PW-1 withholding threshold trigger for nonresidents updated to $2000 of WI income.
  • Nonresident shareholder added to PW1page 2 when Entity Level Tax is elected and a PW-1 overpayment is generated to allow E-File of PW-1.